How To Set Up A Wealthbox Integration

Follow these instructions to set up a Wealthbox integration.

First, go to the Integrations page and select “New Integration.”

Set up an API Form Post integration that uses the JSON Raw post type, and add the post URL for your form.

Create the integration, and head back to the Integrations page. Click the Advanced link next to your new integration.

Set the HTTP method to POST, enter the Header 1 key and value from your Wealthbox account, and set up your payload in the Raw Data to Send section.

The payload should be formatted like this (you can add additional custom fields as needed):

{
    "first_name": "[FIRST_NAME]",
    "last_name": "[LAST_NAME]",
    "email_addresses": [
        {
            "address": "[EMAIL]"
        }
    ]
}
That’s all there is to it! Your Wealthbox integration is ready to go! Add it to one of your boxes to send submissions to Wealthbox.

If you have any questions about setting up your Wealthbox integration, send us an email, and we’ll be glad to help!

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