# Wealthbox AI employee Viktor works in Wealthbox for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to Wealthbox and helps you track deals and customer relationships through a sales pipeline, running 14 Wealthbox actions for you like Create Note, Create Task, and Create Event. Ask in plain English from your workspace; Viktor does the work in Wealthbox and reports back. Viktor connects in one click via OAuth. - Tool: Wealthbox - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 14 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/wealthbox ## What can your AI employee do in Wealthbox? Viktor connects to your Wealthbox account and completes work in it. He doesn't just answer questions about Wealthbox, he takes the actions on your behalf and delivers the finished result to your workspace. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Wealthbox actions, chains them with the other 9,800+ tools he connects to, and asks for approval before anything sensitive runs. ### About Wealthbox Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 14 Wealthbox actions, chains them together 3. **Runs in Wealthbox** - Helps you track deals and customer relationships through a sales pipeline - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use Wealthbox from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Wealthbox, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run Wealthbox work on a schedule, like a weekly Wealthbox summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Wealthbox actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. - Viktor is not affiliated with or endorsed by Wealthbox. ## What can you ask Viktor to do in Wealthbox? - "Update the Wealthbox deal I closed today and move it to won." - "Pull this week's pipeline from Wealthbox and post a summary to #sales every Friday." - "Find contacts in Wealthbox we haven't touched in 30 days and draft follow-ups." - "Cross-check Wealthbox against our billing records and flag deals that don't match." ## How does Viktor work with Wealthbox? 1. Open Viktor in a supported workspace. 2. Connect Wealthbox with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Wealthbox actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What can Viktor do in Wealthbox? (14 actions) - **Add Member To Household** - Add an existing contact as a member of an existing household via POST /households/{householdid}/members. Run List Households to find household ids and List Contact Options to find contact ids. - **Create Contact** - Create a new contact in Wealthbox. For Person type, provide First Name and Last Name (both required). For Household, Organization, or Trust types, the Name field is used as the entity name (the API accepts a top-level name field for non-Person types). - **Create Event** - Create a new calendar event in Wealthbox. Supply a title, start/end timestamps (YYYY-MM-DD HH:MM AM/PM ±HHMM), and an optional state. Valid state values are unconfirmed, confirmed, tentative, completed, and cancelled. - **Create Note** - Create a note linked to a contact via POST /notes. Run List Contact Options to find the id of the contact to link the note to. - **Create Opportunity** - Create a new opportunity in Wealthbox. Supply an opportunity name, target close date, probability (integer 0–100), amount type and value, and stage ID. Use List Stage Options to find valid stage IDs and List Contact Options to find the contact ID to link. - **Create Task** - Create a new task in Wealthbox. Supply a task name, due date (YYYY-MM-DD HH:MM AM/PM ±HHMM), and optional category and priority. Use List Category Options to find valid category IDs. - **Find Contact** - Search Wealthbox contacts by name, email, and/or phone. Automatically paginates through all result pages (capped at 1,000 contacts total). At least one search parameter is required. - **List Contact Options** - List Wealthbox contacts (paginated, 25 per page) so agents and users can discover valid contact IDs to supply to other actions. Use this before any action that requires a Contact ID — for example Create Opportunity, Create Note, Add Member To Household, or Start Workflow. Returns objects with label (full name) and value (numeric contact ID, e.g. 67890). Increment Page to load the next batch. - **List Type Options** - List the user-defined contact type categories configured in Wealthbox (e.g. Client, Prospect, Vendor) so agents and users can discover valid values to pass to the Contact Type prop in Create Contact. Returns an array of type name strings. - **List Households** - Companion list action for the free-form Household id prop. Returns household-type contacts via GET /contacts so agents/users can discover valid household ids for Add Member To Household. Paginates automatically up to the requested Limit. - **List Stage Options** - List the opportunity stages configured in Wealthbox (e.g. Prospect, Proposal, Closed Won) so agents and users can discover valid stage IDs to pass to the Stage prop in Create Opportunity. Returns objects with label (stage name) and value (numeric stage ID). - **List Category Options** - List the task categories configured in Wealthbox (e.g. Follow Up, Meeting, Review) so agents and users can discover valid category IDs to pass to the Category prop in Create Task. Returns objects with label (category name) and value (numeric category ID). - **List Workflow Templates** - Companion list action for the free-form Workflow id prop. Returns available workflow templates via GET /workflowtemplates so agents/users can discover valid template ids for Start Workflow. Paginates up to the requested Limit. - **Start Workflow** - Enroll a contact in a workflow template via POST /workflows. Run List Workflow Templates to find the template id and List Contact Options to find the contact id to enroll. ## Viktor uses Wealthbox together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Apollo.io](https://viktor.com/integrations/apollo-io) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Instantly](https://viktor.com/integrations/instantly) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [ActiveCampaign](https://viktor.com/integrations/activecampaign) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) ## FAQ ### Does Viktor integrate with Wealthbox? Yes. Wealthbox is one of the 9,800+ tools Viktor connects to, in one click via OAuth. Once connected, anyone on your team can put Viktor to work in Wealthbox from their workspace - no workflow builder, no code. ### How do I connect Wealthbox to Viktor? Ask Viktor in your workspace to connect Wealthbox, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Wealthbox? Viktor can run 14 Wealthbox actions, including Create Note, Create Task, and Create Event - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows for Wealthbox? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Wealthbox actions to take, runs them, and reports back. ### Is my Wealthbox data secure with Viktor? Yes. Viktor connects to Wealthbox in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Wealthbox integration cost? Nothing extra - every integration, including Wealthbox, is available on every plan. You can start free with up to $100 in credits, no credit card required; the Team plan is $100 a month. ### Can Viktor use Wealthbox together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Wealthbox, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.