From bd577b3f200e7f2856ef1f9cfb4c41cdc8583130 Mon Sep 17 00:00:00 2001 From: jkarage Date: Sat, 4 Jul 2026 14:01:23 +0300 Subject: [PATCH 1/2] add wealthbox provider guide --- src/docs.json | 1 + src/provider-guides/wealthbox.mdx | 55 +++++++++++++++++++++++++++++++ 2 files changed, 56 insertions(+) create mode 100644 src/provider-guides/wealthbox.mdx diff --git a/src/docs.json b/src/docs.json index 0c3b2cf1..438e3f39 100644 --- a/src/docs.json +++ b/src/docs.json @@ -253,6 +253,7 @@ "provider-guides/webex", "provider-guides/webflow", "provider-guides/whereby", + "provider-guides/wealthbox", "provider-guides/wordpress", "provider-guides/wrike", "provider-guides/xero", diff --git a/src/provider-guides/wealthbox.mdx b/src/provider-guides/wealthbox.mdx new file mode 100644 index 00000000..4b594aa2 --- /dev/null +++ b/src/provider-guides/wealthbox.mdx @@ -0,0 +1,55 @@ +--- +title: Wealthbox +--- +## What's supported + +### Supported actions + +This connector supports: +- [Proxy Actions](/proxy-actions), using the base URL `https://api.crmworkspace.com`. + +### Example integration + +To define an integration for Wealthbox, create a manifest file that looks like this: + +```YAML +# amp.yaml +specVersion: 1.0.0 +integrations: + - name: wealthbox-integration + displayName: My Wealthbox Integration + provider: wealthbox + proxy: + enabled: true +``` + +## Before You Get Started + +To use the Wealthbox connector, your customer will need a Wealthbox **API access token**. + +Here's how a user can create one: + +1. Log in to [Wealthbox](https://app.crmworkspace.com/). +2. Open **Settings** from the three-dot menu. +3. Go to **API Access** (`https://app.crmworkspace.com/settings/access_tokens`). +4. Click **Create Access Token**. +5. Enter a label for the token and click **Save**. +6. Copy the generated token — this is the value your customer will supply to Ampersand. + + +If **API Access** isn't available on the account, the customer must email `support@wealthbox.com` to request access. + + +For more information, see the [Wealthbox API documentation](https://dev.wealthbox.com/) and their [help article on creating an API access token](https://help.wealthbox.com/hc/en-us/articles/29980458723739-How-do-I-create-an-API-access-token). + +## Using the connector + +This connector uses API Key auth, which means that you do not need to set up a Provider App before getting started. (Provider apps are only required for providers that use OAuth2 Authorization Code grant type.) + +To start integrating with Wealthbox: +- Create a manifest file like the example above. +- Deploy it using the [amp CLI](/cli/overview). +- Embed the [InstallIntegration](/embeddable-ui-components#install-integration) UI component. The UI component will prompt the customer for their API access token. +- Start making [Proxy Calls](/proxy-actions), and Ampersand will automatically attach the API key supplied by the customer. Please note that this connector's base URL is `https://api.crmworkspace.com`. + +For detailed information about available endpoints and request formats, refer to the [Wealthbox API Reference](https://dev.wealthbox.com/). From 6d6e71822b9654c142d9d057b87fcda902c3c09f Mon Sep 17 00:00:00 2001 From: jkarage Date: Sat, 4 Jul 2026 14:12:40 +0300 Subject: [PATCH 2/2] clean build --- src/docs.json | 2 +- src/generate-docs.ts | 1 + 2 files changed, 2 insertions(+), 1 deletion(-) diff --git a/src/docs.json b/src/docs.json index 438e3f39..2f485adb 100644 --- a/src/docs.json +++ b/src/docs.json @@ -250,10 +250,10 @@ "provider-guides/timely", "provider-guides/tipalti", "provider-guides/vtiger", + "provider-guides/wealthbox", "provider-guides/webex", "provider-guides/webflow", "provider-guides/whereby", - "provider-guides/wealthbox", "provider-guides/wordpress", "provider-guides/wrike", "provider-guides/xero", diff --git a/src/generate-docs.ts b/src/generate-docs.ts index 2b83c791..d1931c68 100644 --- a/src/generate-docs.ts +++ b/src/generate-docs.ts @@ -482,6 +482,7 @@ const baseConfig = { "provider-guides/timely", "provider-guides/tipalti", "provider-guides/vtiger", + "provider-guides/wealthbox", "provider-guides/webex", "provider-guides/webflow", "provider-guides/whereby",