Create an event by defining each field.

Move an event from one calendar to another calendar.

Finds events in your calendar. Returns up to 25 matching events.

Get comprehensive list of calendars accessible to the user with their properties and access levels. Returns up to 250 matching calendars.

Finds or creates events.

Adds a new family member to a household.

Creates a new event.

Creates a new opportunity.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find or Create a Contact

Create an event from a piece of text. Google parses the text for date, time, and description info.

Updates an event. Only filled fields are updated.

Finds busy time periods in your calendar for a specific timeframe.

Retrieve calendar properties including timezone, access permissions, default settings, and metadata.

Triggers when an existing contact is updated (only available for Premier and Enterprise Wealthbox plans)

Creates a new contact.

Creates a new note.

Creates a new project.

Creates a new household.

Find a contact.