Wealthbox API Access Tokens

Connect Wealthbox with an API access token from the user whose records your workflows should access. The token uses that user's permissions.

Prerequisites

Wealthbox trial accounts cannot use the API (calls return 402 Trial expired). If you don't see an API Access section in your Wealthbox settings, contact Wealthbox support before continuing.

Wealthbox tokens are tied to the user who creates them and carry that user's permissions. For production workflows, create the token from a dedicated service login with adequate record visibility rather than a personal account — the credential then survives any individual employee leaving.

Creating the API Access Token

Log in to Wealthbox, open Settings (the three-dot menu), and go to API Access (direct link: app.crmworkspace.com/settings/access_tokens)

Click Create Access Token, give it a label (e.g. sim-workflows), and save

Copy the token. Wealthbox doesn't document an expiry for API access tokens; you can revoke it from this same page at any time.

The token carries the full permissions of the user who created it — there is no scope selection. Treat it like a password: do not commit it to source control or share it publicly. Sim encrypts the token at rest.

Adding the API Access Token to Sim

Open Integrations from your workspace sidebar

Search for "Wealthbox" and open it, then click Add to Sim and choose Add access token

Paste the API access token, and optionally set a display name and description

Click Add access token. Sim verifies the token by calling Wealthbox's /v1/me endpoint — if it fails, you'll see a specific error explaining what went wrong.

Using the Credential in Workflows

Add a Wealthbox block to your workflow. In the credential dropdown, select the saved Wealthbox API access token. Select it and configure the block as you normally would.

The block calls Wealthbox's API (api.crmworkspace.com) with the token. The credential acts as the Wealthbox user who created the token — contacts, tasks, and notes the workflows touch are the ones that user can see under Wealthbox's permission settings.

Common Questions

No — a token carries the full permissions of the user who created it. Authorization in Wealthbox is scoped to individual users, not organizations. If a workflow gets a 403 on a specific record, the token's user lacks visibility to that record — adjust the user's permissions in Wealthbox.

Trial accounts are blocked from the Wealthbox API, and some accounts may not show the section. Contact Wealthbox support if API Access is missing from your Settings.

Wealthbox doesn't document an expiry for API access tokens — expect them to work until revoked from the API Access settings page. If a workflow suddenly fails with a 401, the most likely cause is that someone revoked the token.

Wealthbox doesn't document workspace selection for API tokens. The API reports the token user's current workspace in /v1/me (current_user.account) — if your data spans multiple workspaces, test which workspace the token reads before relying on it.

There's no rotation API — create a new token from the API Access settings page, update the credential in Sim with the new token, and once it's working, revoke the old one.