Wealthbox + Hedy Integrations
Put Wealthbox + Hedy to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Wealthbox and Hedy
See the kind of workflows teams build with Wealthbox and Hedy below — describe the exact one you want above and the Agent builds it on demand.
Wealthbox + Hedy
Sync new Hedy meeting sessions into Wealthbox CRM client notes.
Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Hedy, automatically create or update their contact profile and log the activity in Wealthbox.
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Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Hedy, automatically create a new sales deal in Wealthbox so account executives can take over seamless follow-up.
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Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Wealthbox, automatically instruct Hedy to send a targeted follow-up or answer prospective buyer questions.
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Browse the full workflow library →
Looking to achieve something else with Wealthbox and Hedy?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Wealthbox and Hedy
Everything Wealthbox and Hedy can do inside a workflow — the triggers that start one and the actions that run when it fires.
Wealthbox Explore Wealthbox →
Wealthbox CRM is a modern customer relationship management platform built specifically for financial advisors and wealth management firms to organize clients.
Knit's Integrations Agent builds Wealthbox's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Wealthbox's API.
Hedy Explore Hedy →
An AI-powered virtual assistant designed to provide real-time meeting insights, summaries, and automated conversational assistance.
TriggersTriggers when a Hedy session ends, providing complete session details including transcript and conversations.
Triggers when a user manually exports a session from the Hedy app. Payload includes exportedAt instead of endTime.
Triggers when a new highlight is created during a Hedy session.
Triggers when a new Hedy session starts, providing summary metadata (full transcript and notes are available later via the Session Completed trigger).
Triggers when a new to-do item is exported from Hedy.
Make any authenticated request against the Hedy API. Use this for endpoints not yet exposed as dedicated actions.
Create a new session context (AI instructions) in Hedy. Useful for templating coaching styles or recurring meeting frames.
Create a new conversation topic in Hedy.
Permanently delete a Hedy session context.
Permanently delete a Hedy topic.
Retrieves full highlight info including quotes and insights.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Wealthbox + Hedy
Is there a pre-built Wealthbox + Hedy automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Wealthbox and Hedy's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Wealthbox or Hedy connector?
No. The Agent works whether or not Wealthbox or Hedy already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting a chatbot to my CRM benefit my sales team?
Leads gathered by Hedy are immediately passed to Wealthbox as updated contacts or sales opportunities, giving reps rich context without manual data entry.
Can chatbot conversations automatically update existing sales deals?
Yes, when a conversation is handed off or finished in Hedy, details and interaction logs can automatically update contact profiles or deal stages in Wealthbox.