Need help with your APIs? I offer API discovery, governance & evangelism services. Explore services →
API Evangelist API Evangelist
Discovery
Learnings
Guidance
Toolbox
Alignment
API Evangelist LLC

Wealthbox Tasks API

The Tasks API from Wealthbox — 2 operation(s) for tasks.

Wealthbox Tasks API is one of 11 APIs that Wealthbox publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Tasks. The published artifact set on APIs.io includes an OpenAPI specification.

This API exposes 5 operations across 2 paths, and defines 1 schema. It is described by OpenAPI 3.1.0, at version 1.0.0.

Requests are made against a single base URL, https://api.crmworkspace.com/v1.

5 operations 2 paths 1 schemas 1 DELETE2 GET1 POST1 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.1.0
API Version
1.0.0
Base URL
https://api.crmworkspace.com
Authentication
API Key, OAuth 2.0
License
Proprietary
Resource Areas
1

Authentication & Security 2

Wealthbox Tasks API declares 2 security schemes for authenticating requests. An API key is passed in the header as ACCESS_TOKEN (accessToken). It supports OAuth 2.0 (oauth2) using the authorizationCode flow, exposing 2 scopes. By default, every request must be authenticated.

  • accessToken — Personal Access Token issued from the Wealthbox account settings.
  • oauth2 — OAuth 2.0 authorization code flow for third-party integrations.

Paths & Operations 5

Across 2 paths, the API surfaces 5 operations — 1 DELETE, 2 GET, 1 POST, 1 PUT. Each is listed below with its method, path, parameters, and response codes.

Tasks 5
GET
/tasks
List all tasks
listTasks → 200
POST
/tasks
Create a new task
createTask body → 201
GET
/tasks/{id}
Retrieve a task
getTask 1 param → 200
PUT
/tasks/{id}
Update a task
updateTask 1 param body → 200
DELETE
/tasks/{id}
Delete a task
deleteTask 1 param → 204

Schemas 1

The contract defines 1 schema that model the data the API accepts and returns. The most detailed is Task (5 properties). Each schema is shown below with its type and property counts.

Task
object
5 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

wealthbox-tasks-api-openapi.yml Raw ↑

Other APIs Wealthbox publishes across the network.

Wealthbox CRM API
Wealthbox Activity API
Wealthbox Contacts API
Wealthbox Events API
Wealthbox Notes API
Wealthbox Opportunities API
Wealthbox Profile API
Wealthbox Teams API
Wealthbox Users API
Wealthbox Workflows API