# Wealthbox AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Wealthbox and helps you track deals and customer relationships through a sales pipeline, running 8 Wealthbox actions for you like Create Task, Create Event, and Create Contact. Ask in plain English in Slack or Microsoft Teams; 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: 8 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/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." ## What can Viktor do in Wealthbox? (8 actions) - **List Contact Options** - Retrieves available options for the Contact field. - **List Category Options** - Retrieves available options for the Category field. - **List Stage Options** - Retrieves available options for the Stage field. - **List Type Options** - Retrieves available options for the Type field. - **Create Task** - Create a new task. - **Create Opportunity** - Create a new opportunity. - **Create Event** - Create a new event. - **Create Contact** - Create a new contact. ## How does Viktor work with Wealthbox? 1. Add Viktor to Slack or Microsoft Teams. 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 is a Wealthbox AI agent? A Wealthbox AI agent is an AI that connects to your Wealthbox account and completes work in it - it doesn't just answer questions about Wealthbox, it takes the actions. Viktor is that agent: an AI employee that works in Wealthbox on your behalf and delivers the finished result in Slack or Microsoft Teams. 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 3,200+ tools it 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. ## 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. ## FAQ ### Does Viktor integrate with Wealthbox? Yes. Wealthbox is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Wealthbox from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Wealthbox to Viktor? Ask Viktor in Slack or Microsoft Teams 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 8 Wealthbox actions, including Create Task, Create Event, and Create Contact - 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 to automate Wealthbox? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, 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; paid plans start at $50/month. ### Can Viktor use Wealthbox together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Wealthbox, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## 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) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.