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Wealthbox Workflows API

The Workflows API from Wealthbox — 2 operation(s) for workflows.

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

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

This API exposes 4 operations across 2 paths. 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.

4 operations 2 paths 0 schemas 1 DELETE2 GET1 POST

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 Workflows 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 4

Across 2 paths, the API surfaces 4 operations — 1 DELETE, 2 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Workflows 4
GET
/workflows
List all workflows
listWorkflows → 200
POST
/workflows
Create a workflow
createWorkflow body → 201
GET
/workflows/{id}
Retrieve a workflow
getWorkflow 1 param → 200
DELETE
/workflows/{id}
Delete a workflow
deleteWorkflow 1 param → 204

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

wealthbox-workflows-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 Tasks API
Wealthbox Teams API
Wealthbox Users API