Add Activepieces integration for workflow automation

- Add Activepieces fork with SmoothSchedule custom piece
- Create integrations app with Activepieces service layer
- Add embed token endpoint for iframe integration
- Create Automations page with embedded workflow builder
- Add sidebar visibility fix for embed mode
- Add list inactive customers endpoint to Public API
- Include SmoothSchedule triggers: event created/updated/cancelled
- Include SmoothSchedule actions: create/update/cancel events, list resources/services/customers

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/add-household-member.ts

@@ -0,0 +1,115 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchContacts, fetchHouseholds, WEALTHBOX_API_BASE, handleApiError } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const addHouseholdMember = createAction({
+  name: 'add_household_member',
+  displayName: 'Add Member to Household',
+  description: 'Adds a member to an existing household. Link multiple contacts under one family unit.',
+  auth: wealthboxAuth,
+  props: {
+    household_id: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Household',
+      description: 'Select the household that will receive the new member',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const households = await fetchHouseholds(auth.secret_text);
+          return {
+            options: households.map((household: any) => ({
+              label: household.first_name || `Household ${household.id}`,
+              value: household.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load households. Please check your authentication.'
+          };
+        }
+      }
+    }),
+    contact_id: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Contact',
+      description: 'Select the contact to add to the household',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const contacts = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+          return {
+            options: contacts.map((contact: any) => ({
+              label: contact.name || `${contact.first_name} ${contact.last_name}`.trim() || `Contact ${contact.id}`,
+              value: contact.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load contacts. Please check your authentication.'
+          };
+        }
+      }
+    }),
+    title: Property.StaticDropdown({
+      displayName: 'Household Title',
+      description: 'The household title to assign to the added contact',
+      required: true,
+      options: {
+        options: [
+          { label: 'Head', value: 'Head' },
+          { label: 'Spouse', value: 'Spouse' },
+          { label: 'Partner', value: 'Partner' },
+          { label: 'Child', value: 'Child' },
+          { label: 'Grandchild', value: 'Grandchild' },
+          { label: 'Parent', value: 'Parent' },
+          { label: 'Grandparent', value: 'Grandparent' },
+          { label: 'Sibling', value: 'Sibling' },
+          { label: 'Other', value: 'Other' },
+          { label: 'Dependent', value: 'Dependent' }
+        ]
+      }
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+
+    const requestBody = {
+      id: propsValue.contact_id,
+      title: propsValue.title
+    };
+
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: `${WEALTHBOX_API_BASE}/households/${propsValue.household_id}/members`,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+
+      if (response.status >= 400) {
+        handleApiError('add household member', response.status, response.body);
+      }
+
+      return response.body;
+    } catch (error) {
+      throw new Error(`Failed to add member to household: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/create-contact.ts

@@ -0,0 +1,319 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { wealthboxAuth } from '../..';
+
+export const createContact = createAction({
+  name: 'create_contact',
+  displayName: 'Create Contact',
+  description: 'Adds a new contact with rich details (name, address, email, tags, etc.)',
+  auth: wealthboxAuth,
+  props: {
+    first_name: Property.ShortText({
+      displayName: 'First Name',
+      description: 'The first name of the contact',
+      required: true
+    }),
+    last_name: Property.ShortText({
+      displayName: 'Last Name', 
+      description: 'The last name of the contact',
+      required: true
+    }),
+    
+    prefix: Property.ShortText({
+      displayName: 'Prefix',
+      description: 'The preferred prefix for the contact (e.g., Mr., Ms., Dr.)',
+      required: false
+    }),
+    middle_name: Property.ShortText({
+      displayName: 'Middle Name',
+      description: 'The middle name of the contact',
+      required: false
+    }),
+    suffix: Property.ShortText({
+      displayName: 'Suffix',
+      description: 'The suffix associated with the contact (e.g., Jr., Sr., M.D.)',
+      required: false
+    }),
+    nickname: Property.ShortText({
+      displayName: 'Nickname',
+      description: 'A preferred shortname for the contact',
+      required: false
+    }),
+    
+    job_title: Property.ShortText({
+      displayName: 'Job Title',
+      description: 'The title the contact holds at their present company',
+      required: false
+    }),
+    company_name: Property.ShortText({
+      displayName: 'Company Name',
+      description: 'The name of the contact\'s present company',
+      required: false
+    }),
+    
+    type: Property.StaticDropdown({
+      displayName: 'Contact Type',
+      description: 'The type of the contact being created',
+      required: false,
+      defaultValue: 'Person',
+      options: {
+        options: [
+          { label: 'Person', value: 'Person' },
+          { label: 'Household', value: 'Household' },
+          { label: 'Organization', value: 'Organization' },
+          { label: 'Trust', value: 'Trust' }
+        ]
+      }
+    }),
+    contact_type: Property.StaticDropdown({
+      displayName: 'Contact Classification',
+      description: 'A string further classifying the contact',
+      required: false,
+      options: {
+        options: [
+          { label: 'Client', value: 'Client' },
+          { label: 'Past Client', value: 'Past Client' },
+          { label: 'Prospect', value: 'Prospect' },
+          { label: 'Vendor', value: 'Vendor' },
+          { label: 'Organization', value: 'Organization' }
+        ]
+      }
+    }),
+    status: Property.StaticDropdown({
+      displayName: 'Status',
+      description: 'Whether the contact is currently active',
+      required: false,
+      defaultValue: 'Active',
+      options: {
+        options: [
+          { label: 'Active', value: 'Active' },
+          { label: 'Inactive', value: 'Inactive' }
+        ]
+      }
+    }),
+    
+    gender: Property.StaticDropdown({
+      displayName: 'Gender',
+      description: 'The gender of the contact',
+      required: false,
+      options: {
+        options: [
+          { label: 'Female', value: 'Female' },
+          { label: 'Male', value: 'Male' },
+          { label: 'Non-binary', value: 'Non-binary' },
+          { label: 'Unknown', value: 'Unknown' }
+        ]
+      }
+    }),
+    birth_date: Property.DateTime({
+      displayName: 'Birth Date',
+      description: 'The birthdate of the contact (YYYY-MM-DD format)',
+      required: false
+    }),
+    marital_status: Property.StaticDropdown({
+      displayName: 'Marital Status',
+      description: 'The marital status of the contact',
+      required: false,
+      options: {
+        options: [
+          { label: 'Married', value: 'Married' },
+          { label: 'Single', value: 'Single' },
+          { label: 'Divorced', value: 'Divorced' },
+          { label: 'Widowed', value: 'Widowed' },
+          { label: 'Life Partner', value: 'Life Partner' },
+          { label: 'Separated', value: 'Separated' },
+          { label: 'Unknown', value: 'Unknown' }
+        ]
+      }
+    }),
+    
+    email_address: Property.ShortText({
+      displayName: 'Email Address',
+      description: 'Primary email address for the contact',
+      required: false
+    }),
+    phone_number: Property.ShortText({
+      displayName: 'Phone Number',
+      description: 'Primary phone number for the contact (e.g., (555) 123-4567)',
+      required: false
+    }),
+    
+    street_line_1: Property.ShortText({
+      displayName: 'Street Address Line 1',
+      description: 'First line of street address',
+      required: false
+    }),
+    street_line_2: Property.ShortText({
+      displayName: 'Street Address Line 2',
+      description: 'Second line of street address (apt, suite, etc.)',
+      required: false
+    }),
+    city: Property.ShortText({
+      displayName: 'City',
+      description: 'City for the address',
+      required: false
+    }),
+    state: Property.ShortText({
+      displayName: 'State',
+      description: 'State or province for the address',
+      required: false
+    }),
+    zip_code: Property.ShortText({
+      displayName: 'ZIP Code',
+      description: 'ZIP or postal code for the address',
+      required: false
+    }),
+    country: Property.ShortText({
+      displayName: 'Country',
+      description: 'Country for the address',
+      required: false,
+      defaultValue: 'United States'
+    }),
+    
+    twitter_name: Property.ShortText({
+      displayName: 'Twitter Handle',
+      description: 'The twitter handle of the contact',
+      required: false
+    }),
+    linkedin_url: Property.LongText({
+      displayName: 'LinkedIn URL',
+      description: 'The LinkedIn URL for the contact',
+      required: false
+    }),
+    
+    background_information: Property.LongText({
+      displayName: 'Background Information',
+      description: 'A brief description of the contact',
+      required: false
+    }),
+    important_information: Property.LongText({
+      displayName: 'Important Information',
+      description: 'Any other important info for the contact',
+      required: false
+    }),
+    personal_interests: Property.LongText({
+      displayName: 'Personal Interests',
+      description: 'Personal interests for the contact',
+      required: false
+    }),
+    
+    contact_source: Property.StaticDropdown({
+      displayName: 'Contact Source',
+      description: 'The method in which this contact was acquired',
+      required: false,
+      options: {
+        options: [
+          { label: 'Referral', value: 'Referral' },
+          { label: 'Conference', value: 'Conference' },
+          { label: 'Direct Mail', value: 'Direct Mail' },
+          { label: 'Cold Call', value: 'Cold Call' },
+          { label: 'Other', value: 'Other' }
+        ]
+      }
+    }),
+    
+    tags: Property.Array({
+      displayName: 'Tags',
+      description: 'Tags to associate with the contact (e.g., "Client", "VIP", "Referral")',
+      required: false
+    }),
+    
+    external_unique_id: Property.ShortText({
+      displayName: 'External Unique ID',
+      description: 'A unique identifier for this contact in an external system',
+      required: false
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+    
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+    
+    const requestBody: any = {};
+
+    if (propsValue.type === 'Household') {
+      if (propsValue.first_name) {
+        requestBody.name = propsValue.first_name;
+      }
+    } else {
+      if (propsValue.first_name) requestBody.first_name = propsValue.first_name;
+      if (propsValue.last_name) requestBody.last_name = propsValue.last_name;
+    }
+    
+    if (propsValue.prefix) requestBody.prefix = propsValue.prefix;
+    if (propsValue.middle_name) requestBody.middle_name = propsValue.middle_name;
+    if (propsValue.suffix) requestBody.suffix = propsValue.suffix;
+    if (propsValue.nickname) requestBody.nickname = propsValue.nickname;
+    if (propsValue.job_title) requestBody.job_title = propsValue.job_title;
+    if (propsValue.company_name) requestBody.company_name = propsValue.company_name;
+    if (propsValue.type) requestBody.type = propsValue.type;
+    if (propsValue.contact_type) requestBody.contact_type = propsValue.contact_type;
+    if (propsValue.status) requestBody.status = propsValue.status;
+    if (propsValue.gender) requestBody.gender = propsValue.gender;
+    if (propsValue.birth_date) requestBody.birth_date = propsValue.birth_date;
+    if (propsValue.marital_status) requestBody.marital_status = propsValue.marital_status;
+    if (propsValue.twitter_name) requestBody.twitter_name = propsValue.twitter_name;
+    if (propsValue.linkedin_url) requestBody.linkedin_url = propsValue.linkedin_url;
+    if (propsValue.background_information) requestBody.background_information = propsValue.background_information;
+    if (propsValue.important_information) requestBody.important_information = propsValue.important_information;
+    if (propsValue.personal_interests) requestBody.personal_interests = propsValue.personal_interests;
+    if (propsValue.contact_source) requestBody.contact_source = propsValue.contact_source;
+    if (propsValue.external_unique_id) requestBody.external_unique_id = propsValue.external_unique_id;
+    
+    if (propsValue.email_address) {
+      requestBody.email_addresses = [{
+        address: propsValue.email_address,
+        principal: true,
+        kind: 'Work'
+      }];
+    }
+    
+    if (propsValue.phone_number) {
+      requestBody.phone_numbers = [{
+        address: propsValue.phone_number,
+        principal: true,
+        kind: 'Work'
+      }];
+    }
+    
+    if (propsValue.street_line_1 || propsValue.city || propsValue.state || propsValue.zip_code) {
+      requestBody.street_addresses = [{
+        street_line_1: propsValue.street_line_1 || '',
+        street_line_2: propsValue.street_line_2 || '',
+        city: propsValue.city || '',
+        state: propsValue.state || '',
+        zip_code: propsValue.zip_code || '',
+        country: propsValue.country || 'United States',
+        principal: true,
+        kind: 'Work'
+      }];
+    }
+    
+    if (propsValue.tags && Array.isArray(propsValue.tags)) {
+      requestBody.tags = propsValue.tags;
+    }
+    
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: 'https://api.crmworkspace.com/v1/contacts',
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+      
+      if (response.status >= 400) {
+        throw new Error(`Wealthbox API error: ${response.status} - ${JSON.stringify(response.body)}`);
+      }
+      
+      return response.body;
+    } catch (error) {
+      throw new Error(`Failed to create contact: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/create-event.ts

@@ -0,0 +1,454 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchContacts, fetchUsers, fetchUserGroups, fetchEventCategories, fetchCustomFields, WEALTHBOX_API_BASE, handleApiError, DOCUMENT_TYPES, EVENT_STATES } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const createEvent = createAction({
+  name: 'create_event',
+  auth: wealthboxAuth,
+  displayName: 'Create Event',
+  description: 'Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.',
+  props: {
+    title: Property.ShortText({
+      displayName: 'Event Title',
+      description: 'The name of the event (e.g., "Client Meeting", "Portfolio Review")',
+      required: true
+    }),
+    starts_at: Property.DateTime({
+      displayName: 'Start Date & Time',
+      description: 'When the event starts (yyyy-mm-dd hh:mm format)',
+      required: true
+    }),
+    ends_at: Property.DateTime({
+      displayName: 'End Date & Time',
+      description: 'When the event ends (yyyy-mm-dd hh:mm format)',
+      required: true
+    }),
+
+    location: Property.ShortText({
+      displayName: 'Location',
+      description: 'Where the event takes place (e.g., "Conference Room", "Client Office", "Zoom Meeting")',
+      required: false
+    }),
+    description: Property.LongText({
+      displayName: 'Description',
+      description: 'A detailed explanation of the event purpose and agenda',
+      required: false
+    }),
+
+    all_day: Property.Checkbox({
+      displayName: 'All Day Event',
+      description: 'Check if this is an all-day event',
+      required: false,
+      defaultValue: false
+    }),
+    repeats: Property.Checkbox({
+      displayName: 'Repeating Event',
+      description: 'Check if this event repeats',
+      required: false,
+      defaultValue: false
+    }),
+
+    state: Property.StaticDropdown({
+      displayName: 'Event Status',
+      description: 'The current state of the event',
+      required: false,
+      defaultValue: EVENT_STATES.UNCONFIRMED,
+      options: {
+        options: [
+          { label: 'Unconfirmed', value: EVENT_STATES.UNCONFIRMED },
+          { label: 'Confirmed', value: EVENT_STATES.CONFIRMED },
+          { label: 'Tentative', value: EVENT_STATES.TENTATIVE },
+          { label: 'Completed', value: EVENT_STATES.COMPLETED },
+          { label: 'Cancelled', value: EVENT_STATES.CANCELLED }
+        ]
+      }
+    }),
+
+    contact_id: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Linked Contact',
+      description: 'Select the contact to link this event to',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const contacts = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+          return {
+            options: contacts.map((contact: any) => ({
+              label: contact.name || `${contact.first_name} ${contact.last_name}`.trim() || `Contact ${contact.id}`,
+              value: contact.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load contacts. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    invitees: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Invitees',
+      description: 'Add people to invite to this event',
+      required: false,
+      refreshers: [],
+      props: async ({ auth }) => {
+        if (!auth) {
+          return {
+            invitees_array: Property.Array({
+              displayName: 'Invitees',
+              description: 'Add invitees to this event',
+              required: false,
+              properties: {
+                invitee: Property.ShortText({
+                  displayName: 'Invitee',
+                  description: 'Invitee name',
+                  required: true
+                }),
+                type: Property.StaticDropdown({
+                  displayName: 'Type',
+                  description: 'Type of invitee',
+                  required: true,
+                  options: {
+                    options: [
+                      { label: 'Contact', value: 'Contact' },
+                      { label: 'User', value: 'User' }
+                    ]
+                  }
+                })
+              }
+            })
+          };
+        }
+
+        try {
+          const [contacts, users] = await Promise.all([
+            fetchContacts(auth.secret_text, { active: true }),
+            fetchUsers(auth.secret_text)
+          ]);
+
+          const contactOptions = contacts.map((contact: any) => ({
+            label: `${contact.name || `${contact.first_name} ${contact.last_name}`.trim()} (Contact)`,
+            value: `contact_${contact.id}`
+          }));
+
+          const userOptions = users.map((user: any) => ({
+            label: `${user.name} (User)`,
+            value: `user_${user.id}`
+          }));
+
+          const allInviteeOptions = [...contactOptions, ...userOptions];
+
+          return {
+            invitees_array: Property.Array({
+              displayName: 'Invitees',
+              description: 'Add invitees to this event',
+              required: false,
+              properties: {
+                invitee: Property.StaticDropdown({
+                  displayName: 'Invitee',
+                  description: 'Select a contact or user to invite',
+                  required: true,
+                  options: {
+                    options: allInviteeOptions
+                  }
+                })
+              }
+            })
+          };
+        } catch (error) {
+          return {
+            invitees_array: Property.Array({
+              displayName: 'Invitees',
+              description: 'Add invitees to this event (API unavailable)',
+              required: false,
+              properties: {
+                invitee: Property.ShortText({
+                  displayName: 'Invitee Name',
+                  description: 'Enter the invitee name',
+                  required: true
+                }),
+                type: Property.StaticDropdown({
+                  displayName: 'Type',
+                  description: 'Type of invitee',
+                  required: true,
+                  options: {
+                    options: [
+                      { label: 'Contact', value: 'Contact' },
+                      { label: 'User', value: 'User' }
+                    ]
+                  }
+                })
+              }
+            })
+          };
+        }
+      }
+    }),
+
+    event_category: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Event Category',
+      description: 'Select the category for this event',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const categories = await fetchEventCategories(auth.secret_text);
+          return {
+            options: categories.map((category: any) => ({
+              label: category.name,
+              value: category.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load event categories. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    email_invitees: Property.Checkbox({
+      displayName: 'Email Invitees',
+      description: 'Send email invitations to invitees',
+      required: false,
+      defaultValue: true
+    }),
+
+    visible_to: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Visible To',
+      description: 'Select who can view this event',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const userGroups = await fetchUserGroups(auth.secret_text);
+          return {
+            options: userGroups.map((group: any) => ({
+              label: group.name,
+              value: group.name
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load user groups. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    custom_fields: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Custom Fields',
+      description: 'Add custom fields to this event',
+      required: false,
+      refreshers: [],
+      props: async ({ auth }) => {
+        if (!auth) {
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this event',
+              required: false,
+              properties: {
+                custom_field: Property.ShortText({
+                  displayName: 'Custom Field',
+                  description: 'Custom field name',
+                  required: true
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+
+        try {
+          const customFields = await fetchCustomFields(auth.secret_text, DOCUMENT_TYPES.EVENT);
+          const customFieldOptions = customFields.map((field: any) => ({
+            label: field.name,
+            value: field.name
+          }));
+
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this event',
+              required: false,
+              properties: {
+                custom_field: Property.StaticDropdown({
+                  displayName: 'Custom Field',
+                  description: 'Select a custom field for this event',
+                  required: true,
+                  options: {
+                    options: customFieldOptions
+                  }
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        } catch (error) {
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this event (API unavailable)',
+              required: false,
+              properties: {
+                custom_field: Property.ShortText({
+                  displayName: 'Custom Field Name',
+                  description: 'Enter the custom field name exactly',
+                  required: true
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+      }
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+
+    const requestBody: any = {
+      title: propsValue.title,
+      starts_at: propsValue.starts_at,
+      ends_at: propsValue.ends_at
+    };
+
+    if (propsValue.location) requestBody.location = propsValue.location;
+    if (propsValue.description) requestBody.description = propsValue.description;
+    if (propsValue.all_day !== undefined) requestBody.all_day = propsValue.all_day;
+    if (propsValue.repeats !== undefined) requestBody.repeats = propsValue.repeats;
+    if (propsValue.state) requestBody.state = propsValue.state;
+    if (propsValue.event_category) requestBody.event_category = propsValue.event_category;
+    if (propsValue.visible_to) requestBody.visible_to = propsValue.visible_to;
+    if (propsValue.email_invitees !== undefined) requestBody.email_invitees = propsValue.email_invitees;
+
+    if (propsValue.contact_id) {
+      try {
+        const contacts = await fetchContacts(auth.secret_text, { active: true });
+        const selectedContact = contacts.find((contact: any) => contact.id === propsValue.contact_id);
+
+        requestBody.linked_to = [{
+          id: propsValue.contact_id,
+          type: 'Contact',
+          name: selectedContact ? (selectedContact.name || `${selectedContact.first_name} ${selectedContact.last_name}`.trim()) : `Contact ${propsValue.contact_id}`
+        }];
+      } catch (error) {
+        requestBody.linked_to = [{
+          id: propsValue.contact_id,
+          type: 'Contact',
+          name: `Contact ${propsValue.contact_id}`
+        }];
+      }
+    }
+
+    const inviteesArray = (propsValue as any).invitees_array;
+    if (inviteesArray && Array.isArray(inviteesArray) && inviteesArray.length > 0) {
+      const invitees: any[] = [];
+
+      for (const inviteeItem of inviteesArray) {
+        const inviteeValue = inviteeItem.invitee;
+
+        if (inviteeValue && typeof inviteeValue === 'string') {
+          if (inviteeValue.startsWith('contact_')) {
+            const contactId = inviteeValue.replace('contact_', '');
+            invitees.push({
+              id: parseInt(contactId),
+              type: 'Contact'
+            });
+          } else if (inviteeValue.startsWith('user_')) {
+            const userId = inviteeValue.replace('user_', '');
+            invitees.push({
+              id: parseInt(userId),
+              type: 'User'
+            });
+          }
+        }
+      }
+
+      if (invitees.length > 0) {
+        requestBody.invitees = invitees;
+      }
+    }
+
+    const customFieldsArray = (propsValue as any).custom_fields_array;
+    if (customFieldsArray && Array.isArray(customFieldsArray) && customFieldsArray.length > 0) {
+      try {
+        const customFields = await fetchCustomFields(auth.secret_text, DOCUMENT_TYPES.EVENT);
+        const customFieldMap = new Map(customFields.map((field: any) => [field.name, field.id]));
+
+        requestBody.custom_fields = customFieldsArray.map((field: any) => {
+          const fieldId = customFieldMap.get(field.custom_field);
+          if (!fieldId) {
+            throw new Error(`Custom field "${field.custom_field}" not found. Please check the field name.`);
+          }
+          return {
+            id: fieldId,
+            value: field.value
+          };
+        });
+      } catch (error) {
+        if (error instanceof Error && error.message.includes('Custom field')) {
+          throw error;
+        }
+        console.warn('Could not fetch custom fields for validation:', error);
+        requestBody.custom_fields = customFieldsArray.map((field: any) => ({
+          id: field.custom_field,
+          value: field.value
+        }));
+      }
+    }
+
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: `${WEALTHBOX_API_BASE}/events`,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+
+      if (response.status >= 400) {
+        handleApiError('create event', response.status, response.body);
+      }
+
+      return response.body;
+    } catch (error) {
+      throw new Error(`Failed to create event: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/create-household.ts

@@ -0,0 +1,391 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchContacts, fetchUserGroups, fetchTags, WEALTHBOX_API_BASE, handleApiError, DOCUMENT_TYPES } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const createHousehold = createAction({
+  name: 'create_household',
+  displayName: 'Create Household',
+  description: 'Creates a household record with emails, tags. Group family member contacts into one household.',
+  auth: wealthboxAuth,
+  props: {
+    name: Property.ShortText({
+      displayName: 'Household Name',
+      description: 'The name of the household (e.g., "The Anderson Family", "Smith Household")',
+      required: true
+    }),
+
+    head_contact_id: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Head of Household',
+      description: 'Select the contact who will be the head of this household',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const contacts = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+          return {
+            options: contacts.map((contact: any) => ({
+              label: contact.name || `${contact.first_name} ${contact.last_name}`.trim() || `Contact ${contact.id}`,
+              value: contact.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load contacts. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    spouse_contact_id: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Spouse/Partner (Optional)',
+      description: 'Select the spouse or partner to automatically add to this household',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const contacts = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+          return {
+            options: contacts.map((contact: any) => ({
+              label: contact.name || `${contact.first_name} ${contact.last_name}`.trim() || `Contact ${contact.id}`,
+              value: contact.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load contacts. Please check your authentication.'
+          };
+        }
+      }
+    }),
+    
+    email_address: Property.ShortText({
+      displayName: 'Primary Email Address',
+      description: 'Primary email address for the household',
+      required: false
+    }),
+    
+    street_line_1: Property.ShortText({
+      displayName: 'Street Address Line 1',
+      description: 'First line of street address',
+      required: false
+    }),
+    street_line_2: Property.ShortText({
+      displayName: 'Street Address Line 2',
+      description: 'Second line of street address (apt, suite, etc.)',
+      required: false
+    }),
+    city: Property.ShortText({
+      displayName: 'City',
+      description: 'City for the household address',
+      required: false
+    }),
+    state: Property.ShortText({
+      displayName: 'State',
+      description: 'State or province for the household address',
+      required: false
+    }),
+    zip_code: Property.ShortText({
+      displayName: 'ZIP Code',
+      description: 'ZIP or postal code for the household address',
+      required: false
+    }),
+    country: Property.ShortText({
+      displayName: 'Country',
+      description: 'Country for the household address',
+      required: false,
+      defaultValue: 'United States'
+    }),
+    
+    phone_number: Property.ShortText({
+      displayName: 'Primary Phone Number',
+      description: 'Primary phone number for the household',
+      required: false
+    }),
+    
+    type: Property.StaticDropdown({
+      displayName: 'Household Type',
+      description: 'The type of household being created',
+      required: false,
+      defaultValue: 'Household',
+      options: {
+        options: [
+          { label: 'Household', value: 'Household' },
+          { label: 'Organization', value: 'Organization' },
+          { label: 'Trust', value: 'Trust' }
+        ]
+      }
+    }),
+    status: Property.StaticDropdown({
+      displayName: 'Status',
+      description: 'Whether the household is currently active',
+      required: false,
+      defaultValue: 'Active',
+      options: {
+        options: [
+          { label: 'Active', value: 'Active' },
+          { label: 'Inactive', value: 'Inactive' }
+        ]
+      }
+    }),
+    
+    background_information: Property.LongText({
+      displayName: 'Background Information',
+      description: 'Background information about the household',
+      required: false
+    }),
+    important_information: Property.LongText({
+      displayName: 'Important Information',
+      description: 'Any important information about the household',
+      required: false
+    }),
+    
+    tags: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Tags',
+      description: 'Select tags to associate with this household',
+      required: false,
+      refreshers: [],
+      props: async ({ auth }) => {
+        if (!auth) {
+          return {
+            tags_array: Property.Array({
+              displayName: 'Tags',
+              description: 'Add tags to this household',
+              required: false,
+              properties: {
+                tag: Property.ShortText({
+                  displayName: 'Tag',
+                  description: 'Tag name',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+
+        try {
+          const tags = await fetchTags(auth.secret_text, DOCUMENT_TYPES.CONTACT);
+          const tagOptions = tags.map((tag: any) => ({
+            label: tag.name,
+            value: tag.name
+          }));
+
+          return {
+            tags_array: Property.Array({
+              displayName: 'Tags',
+              description: 'Add tags to this household',
+              required: false,
+              properties: {
+                tag: Property.StaticDropdown({
+                  displayName: 'Tag',
+                  description: 'Select a tag for this household',
+                  required: true,
+                  options: {
+                    options: tagOptions
+                  }
+                })
+              }
+            })
+          };
+        } catch (error) {
+          return {
+            tags_array: Property.Array({
+              displayName: 'Tags',
+              description: 'Add tags to this household (API unavailable)',
+              required: false,
+              properties: {
+                tag: Property.ShortText({
+                  displayName: 'Tag Name',
+                  description: 'Enter the tag name exactly',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+      }
+    }),
+
+          visible_to: Property.Dropdown({
+        auth: wealthboxAuth,
+        displayName: 'Visible To',
+        description: 'Select who can view this household',
+        required: false,
+        refreshers: [],
+        options: async ({ auth }) => {
+          if (!auth) return { options: [] };
+
+          try {
+            const userGroups = await fetchUserGroups(auth.secret_text);
+
+            const filteredGroups = userGroups.filter((group: any) => group.name !== 'Only Me');
+
+            return {
+              options: filteredGroups.map((group: any) => {
+                const displayName = group.user ? `${group.name} (${group.user.name || group.user.email})` : group.name;
+                return {
+                  label: displayName,
+                  value: group.name
+                };
+              })
+            };
+          } catch (error) {
+            return {
+              options: [],
+              error: 'Failed to load user groups. Please check your authentication.'
+            };
+          }
+        }
+      }),
+    
+    external_unique_id: Property.ShortText({
+      displayName: 'External Unique ID',
+      description: 'A unique identifier for this household in an external system',
+      required: false
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+
+    const requestBody: any = {
+      name: propsValue.name,
+      type: 'Household',
+      status: propsValue.status || 'Active'
+    };
+
+    if (propsValue.background_information) requestBody.background_information = propsValue.background_information;
+    if (propsValue.important_information) requestBody.important_information = propsValue.important_information;
+
+    if (propsValue.visible_to && propsValue.visible_to.trim() !== '') {
+      requestBody.visible_to = propsValue.visible_to;
+    }
+
+    if (propsValue.external_unique_id) requestBody.external_unique_id = propsValue.external_unique_id;
+
+    if (propsValue.email_address) {
+      requestBody.email_addresses = [{
+        address: propsValue.email_address,
+        principal: true,
+        kind: 'Work'
+      }];
+    }
+
+    if (propsValue.phone_number) {
+      requestBody.phone_numbers = [{
+        address: propsValue.phone_number,
+        principal: true,
+        kind: 'Work'
+      }];
+    }
+
+    if (propsValue.street_line_1 || propsValue.city || propsValue.state || propsValue.zip_code) {
+      requestBody.street_addresses = [{
+        street_line_1: propsValue.street_line_1 || '',
+        street_line_2: propsValue.street_line_2 || '',
+        city: propsValue.city || '',
+        state: propsValue.state || '',
+        zip_code: propsValue.zip_code || '',
+        country: propsValue.country || 'United States',
+        principal: true,
+        kind: 'Work'
+      }];
+    }
+
+    const tagsArray = (propsValue as any).tags_array;
+    if (tagsArray && Array.isArray(tagsArray) && tagsArray.length > 0) {
+      requestBody.tags = tagsArray.map((tagItem: any) => tagItem.tag);
+    }
+    
+
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: `${WEALTHBOX_API_BASE}/contacts`,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+
+      if (response.status >= 400) {
+        handleApiError('create household', response.status, response.body);
+      }
+
+      const householdContact = response.body;
+
+      const members: any[] = [];
+
+      if (propsValue.head_contact_id && householdContact.id) {
+        try {
+          const memberResponse = await httpClient.sendRequest({
+            method: HttpMethod.POST,
+            url: `${WEALTHBOX_API_BASE}/households/${householdContact.id}/members`,
+            headers: {
+              'ACCESS_TOKEN': auth.secret_text,
+              'Content-Type': 'application/json'
+            },
+            body: {
+              id: propsValue.head_contact_id,
+              title: 'Head'
+            }
+          });
+
+          if (memberResponse.status < 400) {
+            members.push(memberResponse.body);
+          }
+        } catch (memberError) {
+          console.warn('Failed to add head of household member:', memberError);
+        }
+      }
+
+      if (propsValue.spouse_contact_id && householdContact.id) {
+        try {
+          const spouseResponse = await httpClient.sendRequest({
+            method: HttpMethod.POST,
+            url: `${WEALTHBOX_API_BASE}/households/${householdContact.id}/members`,
+            headers: {
+              'ACCESS_TOKEN': auth.secret_text,
+              'Content-Type': 'application/json'
+            },
+            body: {
+              id: propsValue.spouse_contact_id,
+              title: 'Spouse'
+            }
+          });
+
+          if (spouseResponse.status < 400) {
+            members.push(spouseResponse.body);
+          }
+        } catch (spouseError) {
+          console.warn('Failed to add spouse/partner member:', spouseError);
+        }
+      }
+
+      if (members.length > 0) {
+        return {
+          household: householdContact,
+          members: members
+        };
+      }
+
+      return householdContact;
+    } catch (error) {
+      throw new Error(`Failed to create household: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/create-note.ts

@@ -0,0 +1,196 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchUserGroups, fetchContacts, fetchTags, WEALTHBOX_API_BASE, handleApiError, DOCUMENT_TYPES } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const createNote = createAction({
+  name: 'create_note',
+  auth: wealthboxAuth,
+  displayName: 'Create Note',
+  description: 'Adds a note linked to a contact. Log call summaries against client records.',
+  props: {
+    content: Property.LongText({
+      displayName: 'Note Content',
+      description: 'The main body of the note (e.g., call summary, meeting notes, client interaction details)',
+      required: true
+    }),
+
+    contact_id: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Contact',
+      description: 'Select the contact to link this note to',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const contacts = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+          return {
+            options: contacts.map((contact: any) => ({
+              label: contact.name || `${contact.first_name} ${contact.last_name}`.trim() || `Contact ${contact.id}`,
+              value: contact.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load contacts. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    visible_to: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Visible To',
+      description: 'Select who can view this note',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const userGroups = await fetchUserGroups(auth.secret_text);
+          return {
+            options: userGroups.map((group: any) => ({
+              label: group.name,
+              value: group.name
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load user groups. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    tags: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Tags',
+      description: 'Select tags to associate with this note',
+      required: false,
+      refreshers: [],
+      props: async ({ auth }) => {
+        if (!auth) {
+          return {
+            tags_array: Property.Array({
+              displayName: 'Tags',
+              description: 'Add tags to this note',
+              required: false,
+              properties: {
+                tag: Property.ShortText({
+                  displayName: 'Tag',
+                  description: 'Tag name',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+
+        try {
+          const tags = await fetchTags(auth.secret_text, DOCUMENT_TYPES.CONTACT_NOTE);
+          const tagOptions = tags.map((tag: any) => ({
+            label: tag.name,
+            value: tag.name
+          }));
+
+          return {
+            tags_array: Property.Array({
+              displayName: 'Tags',
+              description: 'Add tags to this note',
+              required: false,
+              properties: {
+                tag: Property.StaticDropdown({
+                  displayName: 'Tag',
+                  description: 'Select a tag for this note',
+                  required: true,
+                  options: {
+                    options: tagOptions
+                  }
+                })
+              }
+            })
+          };
+        } catch (error) {
+          return {
+            tags_array: Property.Array({
+              displayName: 'Tags',
+              description: 'Add tags to this note (API unavailable)',
+              required: false,
+              properties: {
+                tag: Property.ShortText({
+                  displayName: 'Tag Name',
+                  description: 'Enter the tag name exactly',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+      }
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+    
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+    
+
+    
+    const linkedToResource: any = {
+      id: propsValue.contact_id,
+      type: 'Contact'
+    };
+
+    try {
+      const contacts = await fetchContacts(auth.secret_text, { active: true });
+      const selectedContact = contacts.find((contact: any) => contact.id === propsValue.contact_id);
+      if (selectedContact) {
+        linkedToResource.name = selectedContact.name || `${selectedContact.first_name} ${selectedContact.last_name}`.trim();
+      }
+    } catch (error) {
+      console.warn('Could not fetch contact name for reference:', error);
+    }
+
+    const requestBody: any = {
+      content: propsValue.content,
+      linked_to: [linkedToResource]
+    };
+
+    if (propsValue.visible_to) {
+      requestBody.visible_to = propsValue.visible_to;
+    }
+
+    const tagsArray = (propsValue as any).tags_array;
+    if (tagsArray && Array.isArray(tagsArray) && tagsArray.length > 0) {
+      requestBody.tags = tagsArray.map((tagItem: any) => tagItem.tag);
+    }
+    
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: `${WEALTHBOX_API_BASE}/notes`,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+
+      if (response.status >= 400) {
+        handleApiError('create note', response.status, response.body);
+      }
+      
+      return response.body;
+    } catch (error) {
+      throw new Error(`Failed to create note: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/create-opportunity.ts

@@ -0,0 +1,361 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchContacts, fetchUsers, fetchUserGroups, fetchOpportunityStages, fetchCustomFields, WEALTHBOX_API_BASE, handleApiError, DOCUMENT_TYPES, OPPORTUNITY_AMOUNT_KINDS, CURRENCIES } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const createOpportunity = createAction({
+  name: 'create_opportunity',
+  auth: wealthboxAuth,
+  displayName: 'Create Opportunity',
+  description: 'Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.',
+  props: {
+    name: Property.ShortText({
+      displayName: 'Opportunity Name',
+      description: 'The name of the opportunity (e.g., "Financial Plan", "Investment Advisory", "Estate Planning")',
+      required: true
+    }),
+    target_close: Property.DateTime({
+      displayName: 'Target Close Date',
+      description: 'When the opportunity should close',
+      required: true
+    }),
+    probability: Property.Number({
+      displayName: 'Probability (%)',
+      description: 'The chance the opportunity will close, as a percentage (0-100)',
+      required: true
+    }),
+
+    amount: Property.Number({
+      displayName: 'Amount',
+      description: 'The monetary value of the opportunity',
+      required: true
+    }),
+    currency: Property.StaticDropdown({
+      displayName: 'Currency',
+      description: 'The currency for the opportunity amount',
+      required: false,
+      defaultValue: CURRENCIES.USD,
+      options: {
+        options: [
+          { label: 'USD ($)', value: CURRENCIES.USD },
+          { label: 'EUR (€)', value: CURRENCIES.EUR },
+          { label: 'GBP (£)', value: CURRENCIES.GBP },
+          { label: 'CAD (C$)', value: CURRENCIES.CAD },
+          { label: 'AUD (A$)', value: CURRENCIES.AUD }
+        ]
+      }
+    }),
+    amount_kind: Property.StaticDropdown({
+      displayName: 'Amount Type',
+      description: 'The type of amount this represents',
+      required: false,
+      defaultValue: OPPORTUNITY_AMOUNT_KINDS.FEE,
+      options: {
+        options: [
+          { label: 'Fee', value: OPPORTUNITY_AMOUNT_KINDS.FEE },
+          { label: 'Commission', value: OPPORTUNITY_AMOUNT_KINDS.COMMISSION },
+          { label: 'AUM', value: OPPORTUNITY_AMOUNT_KINDS.AUM },
+          { label: 'Other', value: OPPORTUNITY_AMOUNT_KINDS.OTHER }
+        ]
+      }
+    }),
+
+    stage: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Stage',
+      description: 'Select the current stage of this opportunity',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const stages = await fetchOpportunityStages(auth.secret_text);
+          return {
+            options: stages.map((stage: any) => ({
+              label: stage.name,
+              value: stage.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load opportunity stages. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    contact_id: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Linked Contact',
+      description: 'Select the contact linked to this opportunity',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const contacts = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+          return {
+            options: contacts.map((contact: any) => ({
+              label: contact.name || `${contact.first_name} ${contact.last_name}`.trim() || `Contact ${contact.id}`,
+              value: contact.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load contacts. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    description: Property.LongText({
+      displayName: 'Description',
+      description: 'A detailed explanation of the opportunity',
+      required: false
+    }),
+
+    manager: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Opportunity Manager',
+      description: 'Select the user designated as manager of this opportunity',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const users = await fetchUsers(auth.secret_text);
+          const assignableUsers = users.filter((user: any) => !user.excluded_from_assignments);
+          return {
+            options: assignableUsers.map((user: any) => ({
+              label: `${user.name} (${user.email})`,
+              value: user.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load users. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    visible_to: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Visible To',
+      description: 'Select who can view this opportunity',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const userGroups = await fetchUserGroups(auth.secret_text);
+          return {
+            options: userGroups.map((group: any) => ({
+              label: group.name,
+              value: group.name
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load user groups. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    custom_fields: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Custom Fields',
+      description: 'Add custom fields to this opportunity',
+      required: false,
+      refreshers: [],
+      props: async ({ auth }) => {
+        if (!auth) {
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this opportunity',
+              required: false,
+              properties: {
+                custom_field: Property.ShortText({
+                  displayName: 'Custom Field',
+                  description: 'Custom field name',
+                  required: true
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+
+        try {
+          const customFields = await fetchCustomFields(auth.secret_text, DOCUMENT_TYPES.OPPORTUNITY);
+          const customFieldOptions = customFields.map((field: any) => ({
+            label: field.name,
+            value: field.name
+          }));
+
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this opportunity',
+              required: false,
+              properties: {
+                custom_field: Property.StaticDropdown({
+                  displayName: 'Custom Field',
+                  description: 'Select a custom field for this opportunity',
+                  required: true,
+                  options: {
+                    options: customFieldOptions
+                  }
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        } catch (error) {
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this opportunity (API unavailable)',
+              required: false,
+              properties: {
+                custom_field: Property.ShortText({
+                  displayName: 'Custom Field Name',
+                  description: 'Enter the custom field name exactly',
+                  required: true
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+      }
+    })
+  },
+
+  async run(context) {
+    const { auth, propsValue } = context;
+
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+
+    if (propsValue.probability < 0 || propsValue.probability > 100) {
+      throw new Error('Probability must be between 0 and 100');
+    }
+
+    const requestBody: any = {
+      name: propsValue.name,
+      target_close: propsValue.target_close,
+      probability: propsValue.probability,
+      stage: propsValue.stage,
+      amounts: [
+        {
+          amount: propsValue.amount,
+          currency: propsValue.currency || CURRENCIES.USD,
+          kind: propsValue.amount_kind || OPPORTUNITY_AMOUNT_KINDS.FEE
+        }
+      ]
+    };
+
+    if (propsValue.contact_id) {
+      try {
+        const contacts = await fetchContacts(auth.secret_text, { active: true });
+        const selectedContact = contacts.find((contact: any) => contact.id === propsValue.contact_id);
+
+        requestBody.linked_to = [{
+          id: propsValue.contact_id,
+          type: 'Contact',
+          name: selectedContact ? (selectedContact.name || `${selectedContact.first_name} ${selectedContact.last_name}`.trim()) : `Contact ${propsValue.contact_id}`
+        }];
+      } catch (error) {
+        requestBody.linked_to = [{
+          id: propsValue.contact_id,
+          type: 'Contact',
+          name: `Contact ${propsValue.contact_id}`
+        }];
+      }
+    }
+
+    if (propsValue.description) {
+      requestBody.description = propsValue.description;
+    }
+
+    if (propsValue.manager) {
+      requestBody.manager = propsValue.manager;
+    }
+
+    if (propsValue.visible_to) {
+      requestBody.visible_to = propsValue.visible_to;
+    }
+
+    const customFieldsArray = (propsValue as any).custom_fields_array;
+    if (customFieldsArray && Array.isArray(customFieldsArray) && customFieldsArray.length > 0) {
+      try {
+        const customFields = await fetchCustomFields(auth.secret_text, DOCUMENT_TYPES.OPPORTUNITY);
+        const customFieldMap = new Map(customFields.map((field: any) => [field.name, field.id]));
+
+        requestBody.custom_fields = customFieldsArray.map((field: any) => {
+          const fieldId = customFieldMap.get(field.custom_field);
+          if (!fieldId) {
+            throw new Error(`Custom field "${field.custom_field}" not found. Please check the field name.`);
+          }
+          return {
+            id: fieldId,
+            value: field.value
+          };
+        });
+      } catch (error) {
+        if (error instanceof Error && error.message.includes('Custom field')) {
+          throw error;
+        }
+        console.warn('Could not fetch custom fields for validation:', error);
+        requestBody.custom_fields = customFieldsArray.map((field: any) => ({
+          id: field.custom_field,
+          value: field.value
+        }));
+      }
+    }
+
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: `${WEALTHBOX_API_BASE}/opportunities`,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+
+      if (response.status >= 400) {
+        handleApiError('create opportunity', response.status, response.body);
+      }
+
+      return response.body;
+    } catch (error) {
+      throw new Error(`Failed to create opportunity: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/create-project.ts

@@ -0,0 +1,230 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchUserGroups, fetchUsers, fetchCustomFields, WEALTHBOX_API_BASE, handleApiError, DOCUMENT_TYPES } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const createProject = createAction({
+  auth: wealthboxAuth,
+  name: 'create_project',
+  displayName: 'Create Project',
+  description: 'Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.',
+  props: {
+    name: Property.ShortText({
+      displayName: 'Project Name',
+      description: 'The name of the project (e.g., "Client Onboarding", "Q1 Review Process")',
+      required: true
+    }),
+    description: Property.LongText({
+      displayName: 'Project Description',
+      description: 'A detailed explanation of the project goals and scope',
+      required: true
+    }),
+
+    organizer: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Organizer',
+      description: 'Select the user who will be responsible for organizing this project',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const users = await fetchUsers(auth.secret_text);
+          const assignableUsers = users.filter((user: any) => !user.excluded_from_assignments);
+          return {
+            options: assignableUsers.map((user: any) => ({
+              label: `${user.name} (${user.email})`,
+              value: user.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load users. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    visible_to: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Visible To',
+      description: 'Select who can view this project',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const userGroups = await fetchUserGroups(auth.secret_text);
+          return {
+            options: userGroups.map((group: any) => ({
+              label: group.name,
+              value: group.name
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load user groups. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    custom_fields: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Custom Fields',
+      description: 'Add custom fields to this project',
+      required: false,
+      refreshers: [],
+      props: async ({ auth }) => {
+        if (!auth) {
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this project',
+              required: false,
+              properties: {
+                custom_field: Property.ShortText({
+                  displayName: 'Custom Field',
+                  description: 'Custom field name',
+                  required: true
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+
+        try {
+          const customFields = await fetchCustomFields(auth.secret_text, DOCUMENT_TYPES.PROJECT);
+          const customFieldOptions = customFields.map((field: any) => ({
+            label: field.name,
+            value: field.name
+          }));
+
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this project',
+              required: false,
+              properties: {
+                custom_field: Property.StaticDropdown({
+                  displayName: 'Custom Field',
+                  description: 'Select a custom field for this project',
+                  required: true,
+                  options: {
+                    options: customFieldOptions
+                  }
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        } catch (error) {
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this project (API unavailable)',
+              required: false,
+              properties: {
+                custom_field: Property.ShortText({
+                  displayName: 'Custom Field Name',
+                  description: 'Enter the custom field name exactly',
+                  required: true
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+      }
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+    
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+    
+
+    
+
+    const requestBody: any = {
+      name: propsValue.name,
+      description: propsValue.description
+    };
+    
+    if (propsValue.organizer) {
+      requestBody.organizer = propsValue.organizer;
+    }
+    
+    if (propsValue.visible_to) {
+      requestBody.visible_to = propsValue.visible_to;
+    }
+    
+    const customFieldsArray = (propsValue as any).custom_fields_array;
+    if (customFieldsArray && Array.isArray(customFieldsArray) && customFieldsArray.length > 0) {
+      try {
+        const customFields = await fetchCustomFields(auth.secret_text, DOCUMENT_TYPES.PROJECT);
+        const customFieldMap = new Map(customFields.map((field: any) => [field.name, field.id]));
+
+        requestBody.custom_fields = customFieldsArray.map((field: any) => {
+          const fieldId = customFieldMap.get(field.custom_field);
+          if (!fieldId) {
+            throw new Error(`Custom field "${field.custom_field}" not found. Please check the field name.`);
+          }
+          return {
+            id: fieldId,
+            value: field.value
+          };
+        });
+      } catch (error) {
+        if (error instanceof Error && error.message.includes('Custom field')) {
+          throw error;
+        }
+        console.warn('Could not fetch custom fields for validation:', error);
+        requestBody.custom_fields = customFieldsArray.map((field: any) => ({
+          id: field.custom_field,
+          value: field.value
+        }));
+      }
+    }
+    
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: `${WEALTHBOX_API_BASE}/projects`,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+
+      if (response.status >= 400) {
+        handleApiError('create project', response.status, response.body);
+      }
+      
+      return response.body;
+    } catch (error) {
+      throw new Error(`Failed to create project: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/create-task.ts

@@ -0,0 +1,442 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchContacts, fetchUsers, fetchUserGroups, fetchTaskCategories, fetchProjects, fetchOpportunities, fetchCustomFields, WEALTHBOX_API_BASE, handleApiError, DOCUMENT_TYPES, TASK_PRIORITIES, LINK_TYPES } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const createTask = createAction({
+  auth: wealthboxAuth,
+  name: 'create_task',
+  displayName: 'Create Task',
+  description: 'Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.',
+  props: {
+    name: Property.ShortText({
+      displayName: 'Task Name',
+      description: 'The name of the task (e.g., "Return Bill\'s call", "Follow up on proposal")',
+      required: true
+    }),
+    due_date: Property.DateTime({
+      displayName: 'Due Date',
+      description: 'When the task is due',
+      required: true
+    }),
+
+    assigned_to: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Assigned To',
+      description: 'Select the user who the task is assigned to',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const users = await fetchUsers(auth.secret_text);
+          const assignableUsers = users.filter((user: any) => !user.excluded_from_assignments);
+          return {
+            options: assignableUsers.map((user: any) => ({
+              label: `${user.name} (${user.email})`,
+              value: user.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load users. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    description: Property.LongText({
+      displayName: 'Description',
+      description: 'A detailed explanation of the task',
+      required: false
+    }),
+    priority: Property.StaticDropdown({
+      displayName: 'Priority',
+      description: 'The priority level of the task',
+      required: false,
+      defaultValue: TASK_PRIORITIES.MEDIUM,
+      options: {
+        options: [
+          { label: 'Low', value: TASK_PRIORITIES.LOW },
+          { label: 'Medium', value: TASK_PRIORITIES.MEDIUM },
+          { label: 'High', value: TASK_PRIORITIES.HIGH }
+        ]
+      }
+    }),
+    complete: Property.Checkbox({
+      displayName: 'Mark as Complete',
+      description: 'Check if the task should be created as already completed',
+      required: false,
+      defaultValue: false
+    }),
+
+    link_type: Property.StaticDropdown({
+      displayName: 'Link To',
+      description: 'What type of record to link this task to',
+      required: false,
+      options: {
+        options: [
+          { label: 'Contact', value: LINK_TYPES.CONTACT },
+          { label: 'Project', value: LINK_TYPES.PROJECT },
+          { label: 'Opportunity', value: LINK_TYPES.OPPORTUNITY }
+        ]
+      }
+    }),
+
+    linked_record: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Linked Record',
+      description: 'Select the record to link this task to',
+      required: false,
+      refreshers: ['link_type'],
+      props: async ({ auth, link_type }) => {
+        if (!auth || !link_type) {
+          return {
+            linked_id: Property.ShortText({
+              displayName: 'Linked Record ID',
+              description: 'Enter the record ID to link to',
+              required: false
+            })
+          };
+        }
+
+        try {
+          const linkTypeStr = link_type as unknown as string;
+          if (linkTypeStr === LINK_TYPES.CONTACT) {
+            const contacts = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+            return {
+              linked_id: Property.StaticDropdown({
+                displayName: 'Contact',
+                description: 'Select the contact to link this task to',
+                required: false,
+                options: {
+                  options: contacts.map((contact: any) => ({
+                    label: contact.name || `${contact.first_name} ${contact.last_name}`.trim() || `Contact ${contact.id}`,
+                    value: contact.id
+                  }))
+                }
+              })
+            };
+          } else if (linkTypeStr === LINK_TYPES.PROJECT) {
+            const projects = await fetchProjects(auth.secret_text);
+            return {
+              linked_id: Property.StaticDropdown({
+                displayName: 'Project',
+                description: 'Select the project to link this task to',
+                required: false,
+                options: {
+                  options: projects.map((project: any) => ({
+                    label: project.name || `Project ${project.id}`,
+                    value: project.id
+                  }))
+                }
+              })
+            };
+          } else if (linkTypeStr === LINK_TYPES.OPPORTUNITY) {
+            const opportunities = await fetchOpportunities(auth.secret_text);
+            return {
+              linked_id: Property.StaticDropdown({
+                displayName: 'Opportunity',
+                description: 'Select the opportunity to link this task to',
+                required: false,
+                options: {
+                  options: opportunities.map((opportunity: any) => ({
+                    label: opportunity.name || `Opportunity ${opportunity.id}`,
+                    value: opportunity.id
+                  }))
+                }
+              })
+            };
+          }
+        } catch (error) {
+          return {
+            linked_id: Property.ShortText({
+              displayName: 'Linked Record ID',
+              description: 'Enter the record ID to link to (API unavailable)',
+              required: false
+            })
+          };
+        }
+
+        return {
+          linked_id: Property.ShortText({
+            displayName: 'Linked Record ID',
+            description: 'Enter the record ID to link to',
+            required: false
+          })
+        };
+      }
+    }),
+
+    category: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Category',
+      description: 'Select the category this task belongs to',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const categories = await fetchTaskCategories(auth.secret_text);
+          return {
+            options: categories.map((category: any) => ({
+              label: category.name,
+              value: category.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load task categories. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    visible_to: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Visible To',
+      description: 'Select who can view this task',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const userGroups = await fetchUserGroups(auth.secret_text);
+          return {
+            options: userGroups.map((group: any) => ({
+              label: group.name,
+              value: group.name
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load user groups. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    due_later: Property.ShortText({
+      displayName: 'Due Later',
+      description: 'Interval for when this task is due after start (e.g., "2 days later at 5:00 PM")',
+      required: false
+    }),
+
+    custom_fields: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Custom Fields',
+      description: 'Add custom fields to this task',
+      required: false,
+      refreshers: [],
+      props: async ({ auth }) => {
+        if (!auth) {
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this task',
+              required: false,
+              properties: {
+                custom_field: Property.ShortText({
+                  displayName: 'Custom Field',
+                  description: 'Custom field name',
+                  required: true
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+
+        try {
+          const customFields = await fetchCustomFields(auth.secret_text, DOCUMENT_TYPES.TASK);
+          const customFieldOptions = customFields.map((field: any) => ({
+            label: field.name,
+            value: field.name
+          }));
+
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this task',
+              required: false,
+              properties: {
+                custom_field: Property.StaticDropdown({
+                  displayName: 'Custom Field',
+                  description: 'Select a custom field for this task',
+                  required: true,
+                  options: {
+                    options: customFieldOptions
+                  }
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        } catch (error) {
+          return {
+            custom_fields_array: Property.Array({
+              displayName: 'Custom Fields',
+              description: 'Add custom fields to this task (API unavailable)',
+              required: false,
+              properties: {
+                custom_field: Property.ShortText({
+                  displayName: 'Custom Field Name',
+                  description: 'Enter the custom field name exactly',
+                  required: true
+                }),
+                value: Property.ShortText({
+                  displayName: 'Value',
+                  description: 'The value for this custom field',
+                  required: true
+                })
+              }
+            })
+          };
+        }
+      }
+    })
+  },
+
+  async run(context) {
+    const { auth, propsValue } = context;
+
+    if (!auth) {
+      throw new Error('API access token is required');
+    }
+
+    const requestBody: any = {
+      name: propsValue.name,
+      due_date: propsValue.due_date
+    };
+
+    if (propsValue.assigned_to) {
+      requestBody.assigned_to = propsValue.assigned_to;
+    }
+
+    if (propsValue.description) {
+      requestBody.description = propsValue.description;
+    }
+
+    if (propsValue.priority) {
+      requestBody.priority = propsValue.priority;
+    }
+
+    if (propsValue.complete !== undefined) {
+      requestBody.complete = propsValue.complete;
+    }
+
+    if (propsValue.category) {
+      requestBody.category = propsValue.category;
+    }
+
+    if (propsValue.visible_to) {
+      requestBody.visible_to = propsValue.visible_to;
+    }
+
+    if (propsValue.due_later) {
+      requestBody.due_later = propsValue.due_later;
+    }
+
+    const linkedRecord = (propsValue as any).linked_record;
+    if (propsValue.link_type && linkedRecord?.linked_id) {
+      try {
+        let recordName = `${propsValue.link_type} ${linkedRecord.linked_id}`;
+
+        const linkTypeStr = propsValue.link_type as string;
+        if (linkTypeStr === LINK_TYPES.CONTACT) {
+          const contacts = await fetchContacts(auth.secret_text, { active: true });
+          const contact = contacts.find((c: any) => c.id === linkedRecord.linked_id);
+          if (contact) {
+            recordName = contact.name || `${contact.first_name} ${contact.last_name}`.trim();
+          }
+        } else if (linkTypeStr === LINK_TYPES.PROJECT) {
+          const projects = await fetchProjects(auth.secret_text);
+          const project = projects.find((p: any) => p.id === linkedRecord.linked_id);
+          if (project) {
+            recordName = project.name;
+          }
+        } else if (linkTypeStr === LINK_TYPES.OPPORTUNITY) {
+          const opportunities = await fetchOpportunities(auth.secret_text);
+          const opportunity = opportunities.find((o: any) => o.id === linkedRecord.linked_id);
+          if (opportunity) {
+            recordName = opportunity.name;
+          }
+        }
+
+        requestBody.linked_to = [{
+          id: linkedRecord.linked_id,
+          type: propsValue.link_type,
+          name: recordName
+        }];
+      } catch (error) {
+        requestBody.linked_to = [{
+          id: linkedRecord.linked_id,
+          type: propsValue.link_type,
+          name: `${propsValue.link_type} ${linkedRecord.linked_id}`
+        }];
+      }
+    }
+
+    const customFieldsArray = (propsValue as any).custom_fields_array;
+    if (customFieldsArray && Array.isArray(customFieldsArray) && customFieldsArray.length > 0) {
+      try {
+        const customFields = await fetchCustomFields(auth.secret_text, DOCUMENT_TYPES.TASK);
+        const customFieldMap = new Map(customFields.map((field: any) => [field.name, field.id]));
+
+        requestBody.custom_fields = customFieldsArray.map((field: any) => {
+          const fieldId = customFieldMap.get(field.custom_field);
+          if (!fieldId) {
+            throw new Error(`Custom field "${field.custom_field}" not found. Please check the field name.`);
+          }
+          return {
+            id: fieldId,
+            value: field.value
+          };
+        });
+      } catch (error) {
+        if (error instanceof Error && error.message.includes('Custom field')) {
+          throw error;
+        }
+        console.warn('Could not fetch custom fields for validation:', error);
+        requestBody.custom_fields = customFieldsArray.map((field: any) => ({
+          id: field.custom_field,
+          value: field.value
+        }));
+      }
+    }
+
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: `${WEALTHBOX_API_BASE}/tasks`,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+
+      if (response.status >= 400) {
+        handleApiError('create task', response.status, response.body);
+      }
+
+      return response.body;
+    } catch (error) {
+      throw new Error(`Failed to create task: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/find-contact.ts

@@ -0,0 +1,333 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchContacts, fetchTags, WEALTHBOX_API_BASE, handleApiError } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const findContact = createAction({
+  name: 'find_contact',
+  auth: wealthboxAuth,
+  displayName: 'Find Contact',
+  description: 'Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.',
+  props: {
+    name: Property.ShortText({
+      displayName: 'Name',
+      description: 'Search by name (supports partial matches across prefix, first, middle, last, suffix, nickname, and full name for households/companies)',
+      required: false
+    }),
+
+    email: Property.ShortText({
+      displayName: 'Email Address',
+      description: 'Search by email address',
+      required: false
+    }),
+
+    phone: Property.ShortText({
+      displayName: 'Phone Number',
+      description: 'Search by phone number (delimiters like -, (), will be stripped automatically)',
+      required: false
+    }),
+
+    contact_id: Property.Number({
+      displayName: 'Contact ID',
+      description: 'Search by specific contact ID (most precise search)',
+      required: false
+    }),
+    
+    external_unique_id: Property.ShortText({
+      displayName: 'External Unique ID',
+      description: 'Search by external unique identifier',
+      required: false
+    }),
+
+    contact_type: Property.StaticDropdown({
+      displayName: 'Contact Type',
+      description: 'Filter by contact type',
+      required: false,
+      options: {
+        options: [
+          { label: 'Client', value: 'Client' },
+          { label: 'Past Client', value: 'Past Client' },
+          { label: 'Prospect', value: 'Prospect' },
+          { label: 'Vendor', value: 'Vendor' },
+          { label: 'Organization', value: 'Organization' }
+        ]
+      }
+    }),
+
+    type: Property.StaticDropdown({
+      displayName: 'Contact Entity Type',
+      description: 'Filter by entity type',
+      required: false,
+      options: {
+        options: [
+          { label: 'Person', value: 'person' },
+          { label: 'Household', value: 'household' },
+          { label: 'Organization', value: 'organization' },
+          { label: 'Trust', value: 'trust' }
+        ]
+      }
+    }),
+
+    household_title: Property.StaticDropdown({
+      displayName: 'Household Title',
+      description: 'Filter by household title (only applies to household members)',
+      required: false,
+      options: {
+        options: [
+          { label: 'Head', value: 'Head' },
+          { label: 'Spouse', value: 'Spouse' },
+          { label: 'Partner', value: 'Partner' },
+          { label: 'Child', value: 'Child' },
+          { label: 'Grandchild', value: 'Grandchild' },
+          { label: 'Parent', value: 'Parent' },
+          { label: 'Grandparent', value: 'Grandparent' },
+          { label: 'Sibling', value: 'Sibling' },
+          { label: 'Other', value: 'Other' },
+          { label: 'Dependent', value: 'Dependent' }
+        ]
+      }
+    }),
+
+    tags_filter: Property.MultiSelectDropdown({
+      auth: wealthboxAuth,
+      displayName: 'Tags Filter',
+      description: 'Filter contacts by tags',
+      required: false,
+      refreshers: ['auth'],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            options: [],
+            placeholder: 'Connect your Wealthbox account first'
+          };
+        }
+
+        try {
+          const availableTags = await fetchTags(auth.secret_text, 'Contact');
+          const tagOptions = availableTags.map((tag: any) => ({
+            label: tag.name,
+            value: tag.name
+          }));
+
+          return {
+            disabled: false,
+            options: tagOptions,
+            placeholder: tagOptions.length === 0 ? 'No tags available' : 'Select tags to filter by'
+          };
+        } catch (error) {
+          const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+          return {
+            disabled: true,
+            options: [],
+            placeholder: `Error loading tags: ${errorMessage}`
+          };
+        }
+      }
+    }),
+
+    active: Property.StaticDropdown({
+      displayName: 'Active Status',
+      description: 'Filter by active status',
+      required: false,
+      options: {
+        options: [
+          { label: 'Active Only', value: 'true' },
+          { label: 'Inactive Only', value: 'false' },
+          { label: 'All Contacts', value: '' }
+        ]
+      }
+    }),
+
+    include_deleted: Property.Checkbox({
+      displayName: 'Include Deleted Contacts',
+      description: 'Include contacts that have been deleted',
+      required: false,
+      defaultValue: false
+    }),
+
+    updated_since: Property.DateTime({
+      displayName: 'Updated Since',
+      description: 'Only return contacts updated on or after this date/time',
+      required: false
+    }),
+    
+    updated_before: Property.DateTime({
+      displayName: 'Updated Before',
+      description: 'Only return contacts updated on or before this date/time',
+      required: false
+    }),
+    
+    order: Property.StaticDropdown({
+      displayName: 'Sort Order',
+      description: 'How to order the results',
+      required: false,
+      options: {
+        options: [
+          { label: 'Recent (newest first)', value: 'recent' },
+          { label: 'Created Date (newest first)', value: 'created' },
+          { label: 'Updated Date (newest first)', value: 'updated' },
+          { label: 'Ascending', value: 'asc' },
+          { label: 'Descending', value: 'desc' }
+        ]
+      }
+    }),
+
+    limit: Property.Number({
+      displayName: 'Result Limit',
+      description: 'Maximum number of contacts to return (default: 50, max: 1000)',
+      required: false,
+      defaultValue: 50
+    }),
+
+    return_single_result: Property.Checkbox({
+      displayName: 'Return Single Result Only',
+      description: 'If checked, returns only the first matching contact. If unchecked, returns all matching contacts.',
+      required: false,
+      defaultValue: false
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+    
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+    
+
+    
+    const searchParams = new URLSearchParams();
+    
+    const hasSearchCriteria =
+      propsValue.contact_id ||
+      propsValue.name ||
+      propsValue.email ||
+      propsValue.phone ||
+      propsValue.external_unique_id ||
+      propsValue.contact_type ||
+      propsValue.type ||
+      propsValue.household_title ||
+      (propsValue as any).tags?.tags_filter ||
+      propsValue.active ||
+      propsValue.include_deleted ||
+      propsValue.updated_since ||
+      propsValue.updated_before;
+
+    if (!hasSearchCriteria) {
+      throw new Error('At least one search criteria must be provided (ID, name, email, phone, external ID, or filters)');
+    }
+
+    if (propsValue.contact_id && !(propsValue.name || propsValue.email || propsValue.phone || propsValue.external_unique_id || propsValue.contact_type || propsValue.type || propsValue.household_title || (propsValue as any).tags?.tags_filter || propsValue.active || propsValue.include_deleted || propsValue.updated_since || propsValue.updated_before)) {
+      try {
+        const response = await httpClient.sendRequest({
+          method: HttpMethod.GET,
+          url: `${WEALTHBOX_API_BASE}/contacts/${propsValue.contact_id}`,
+          headers: {
+            'ACCESS_TOKEN': auth.secret_text,
+            'Accept': 'application/json'
+          }
+        });
+
+        if (response.status >= 400) {
+          handleApiError('find contact by ID', response.status, response.body);
+        }
+
+        return {
+          found: true,
+          contact: response.body,
+          contacts: [response.body],
+          total_results: 1,
+          search_criteria: { contact_id: propsValue.contact_id }
+        };
+      } catch (error) {
+        if (error instanceof Error && error.message.includes('404')) {
+          return {
+            found: false,
+            contact: null,
+            contacts: [],
+            total_results: 0,
+            message: `No contact found with ID: ${propsValue.contact_id}`,
+            search_criteria: { contact_id: propsValue.contact_id }
+          };
+        }
+        throw error;
+      }
+    }
+    
+    if (propsValue.name) searchParams.append('name', propsValue.name);
+    if (propsValue.email) searchParams.append('email', propsValue.email);
+    if (propsValue.phone) searchParams.append('phone', propsValue.phone);
+    if (propsValue.contact_id) searchParams.append('id', propsValue.contact_id.toString());
+    if (propsValue.external_unique_id) searchParams.append('external_unique_id', propsValue.external_unique_id);
+
+    if (propsValue.contact_type) searchParams.append('contact_type', propsValue.contact_type);
+    if (propsValue.type) searchParams.append('type', propsValue.type);
+    if (propsValue.household_title) searchParams.append('household_title', propsValue.household_title);
+
+    const tagsFilter = propsValue.tags_filter;
+    if (tagsFilter && Array.isArray(tagsFilter) && tagsFilter.length > 0) {
+      tagsFilter.forEach((tag: string) => {
+        searchParams.append('tags[]', tag);
+      });
+    }
+
+    if (propsValue.active && propsValue.active !== '') {
+      searchParams.append('active', propsValue.active);
+    }
+    if (propsValue.include_deleted) {
+      searchParams.append('deleted', 'true');
+    }
+
+    if (propsValue.updated_since) searchParams.append('updated_since', propsValue.updated_since);
+    if (propsValue.updated_before) searchParams.append('updated_before', propsValue.updated_before);
+
+    if (propsValue.order) searchParams.append('order', propsValue.order);
+
+    const limit = Math.min(propsValue.limit || 50, 1000);
+    searchParams.append('limit', limit.toString());
+
+    const queryString = searchParams.toString();
+    const url = queryString ? `${WEALTHBOX_API_BASE}/contacts?${queryString}` : `${WEALTHBOX_API_BASE}/contacts`;
+    
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.GET,
+        url: url,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Accept': 'application/json'
+        }
+      });
+      
+      if (response.status >= 400) {
+        handleApiError('find contacts', response.status, response.body);
+      }
+
+      const contacts = response.body.contacts || [];
+      const totalResults = contacts.length;
+
+      if (propsValue.return_single_result || totalResults === 1) {
+        return {
+          found: totalResults > 0,
+          contact: totalResults > 0 ? contacts[0] : null,
+          contacts: contacts,
+          total_results: totalResults,
+          search_criteria: Object.fromEntries(searchParams),
+          message: totalResults === 0 ? 'No contacts found matching the search criteria' : undefined
+        };
+      }
+
+      return {
+        found: totalResults > 0,
+        contacts: contacts,
+        total_results: totalResults,
+        search_criteria: Object.fromEntries(searchParams),
+        message: totalResults === 0 ? 'No contacts found matching the search criteria' : undefined
+      };
+      
+    } catch (error) {
+      throw new Error(`Failed to find contacts: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/find-task.ts

@@ -0,0 +1,347 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchContacts, fetchProjects, fetchOpportunities, fetchUsers, WEALTHBOX_API_BASE, handleApiError } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const findTask = createAction({
+  auth: wealthboxAuth,
+  name: 'find_task',
+  displayName: 'Find Task',
+  description: 'Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.',
+  props: {
+    task_id: Property.Number({
+      displayName: 'Task ID (Optional)',
+      description: 'Search for a specific task by its unique ID. Leave empty to search using filters.',
+      required: false
+    }),
+
+    resource_type: Property.StaticDropdown({
+      displayName: 'Linked Resource Type',
+      description: 'Filter tasks by the type of resource they are linked to',
+      required: false,
+      options: {
+        options: [
+          { label: 'Contact', value: 'Contact' },
+          { label: 'Project', value: 'Project' },
+          { label: 'Opportunity', value: 'Opportunity' }
+        ]
+      }
+    }),
+
+    resource_record: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Linked Resource',
+      description: 'Select the specific resource to filter tasks by',
+      required: false,
+      refreshers: ['resource_type'],
+      props: async ({ auth, resource_type }) => {
+        if (!auth || !resource_type) {
+          return {
+            resource_id: Property.Number({
+              displayName: 'Resource ID',
+              description: 'Enter the resource ID manually',
+              required: false
+            })
+          };
+        }
+
+        try {
+          let records: any[] = [];
+          let recordType = '';
+
+          const resourceTypeValue = resource_type as unknown as string;
+
+          switch (resourceTypeValue) {
+            case 'Contact':
+              records = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+              recordType = 'Contact';
+              break;
+            case 'Project':
+              records = await fetchProjects(auth.secret_text);
+              recordType = 'Project';
+              break;
+            case 'Opportunity':
+              records = await fetchOpportunities(auth.secret_text);
+              recordType = 'Opportunity';
+              break;
+            default:
+              return {
+                resource_id: Property.Number({
+                  displayName: 'Resource ID',
+                  description: 'Enter the resource ID manually',
+                  required: false
+                })
+              };
+          }
+
+          const recordOptions = records.map((record: any) => ({
+            label: record.name || record.title || `${recordType} ${record.id}`,
+            value: record.id
+          }));
+
+          return {
+            resource_id: Property.StaticDropdown({
+              displayName: `${recordType} Record`,
+              description: `Select the ${recordType.toLowerCase()} to filter tasks by`,
+              required: false,
+              options: {
+                options: recordOptions
+              }
+            })
+          };
+        } catch (error) {
+          return {
+            resource_id: Property.Number({
+              displayName: 'Resource ID',
+              description: 'Enter the resource ID manually (API unavailable)',
+              required: false
+            })
+          };
+        }
+      }
+    }),
+
+    assigned_to: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Assigned To',
+      description: 'Filter tasks by the user they are assigned to',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const users = await fetchUsers(auth.secret_text);
+          return {
+            options: users.map((user: any) => ({
+              label: `${user.name} (${user.email})`,
+              value: user.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load users. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    assigned_to_team: Property.Number({
+      displayName: 'Assigned to Team ID',
+      description: 'Filter tasks by the team they are assigned to',
+      required: false
+    }),
+
+    created_by: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Created By',
+      description: 'Filter tasks by the user who created them',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const users = await fetchUsers(auth.secret_text);
+          return {
+            options: users.map((user: any) => ({
+              label: `${user.name} (${user.email})`,
+              value: user.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load users. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    completed: Property.StaticDropdown({
+      displayName: 'Completion Status',
+      description: 'Filter by task completion status',
+      required: false,
+      options: {
+        options: [
+          { label: 'All Tasks', value: '' },
+          { label: 'Completed Only', value: 'true' },
+          { label: 'Incomplete Only', value: 'false' }
+        ]
+      }
+    }),
+
+    task_type: Property.StaticDropdown({
+      displayName: 'Task Type',
+      description: 'Filter by task type',
+      required: false,
+      options: {
+        options: [
+          { label: 'All Tasks', value: 'all' },
+          { label: 'Parent Tasks Only', value: 'parents' },
+          { label: 'Subtasks Only', value: 'subtasks' }
+        ]
+      }
+    }),
+
+    updated_since: Property.DateTime({
+      displayName: 'Updated Since',
+      description: 'Only return tasks updated on or after this date/time',
+      required: false
+    }),
+
+    updated_before: Property.DateTime({
+      displayName: 'Updated Before',
+      description: 'Only return tasks updated on or before this date/time',
+      required: false
+    }),
+
+    limit: Property.Number({
+      displayName: 'Result Limit',
+      description: 'Maximum number of tasks to return (default: 50, max: 1000)',
+      required: false,
+      defaultValue: 50
+    }),
+
+    return_single_result: Property.Checkbox({
+      displayName: 'Return Single Result Only',
+      description: 'If checked, returns only the first matching task. If unchecked, returns all matching tasks.',
+      required: false,
+      defaultValue: false
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+    
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+    
+
+    
+    const hasSearchCriteria =
+      propsValue.task_id ||
+      propsValue.resource_type ||
+      (propsValue as any).resource_record?.resource_id ||
+      propsValue.assigned_to ||
+      propsValue.assigned_to_team ||
+      propsValue.created_by ||
+      propsValue.completed ||
+      propsValue.task_type ||
+      propsValue.updated_since ||
+      propsValue.updated_before;
+
+    if (!hasSearchCriteria) {
+      throw new Error('At least one search criteria must be provided (Task ID, resource, assignment, status, or date filters)');
+    }
+
+    if (propsValue.task_id && !(propsValue.resource_type || (propsValue as any).resource_record?.resource_id || propsValue.assigned_to || propsValue.assigned_to_team || propsValue.created_by || propsValue.completed || propsValue.task_type || propsValue.updated_since || propsValue.updated_before)) {
+      try {
+        const response = await httpClient.sendRequest({
+          method: HttpMethod.GET,
+          url: `${WEALTHBOX_API_BASE}/tasks/${propsValue.task_id}`,
+          headers: {
+            'ACCESS_TOKEN': auth.secret_text,
+            'Accept': 'application/json'
+          }
+        });
+
+        if (response.status >= 400) {
+          handleApiError('find task by ID', response.status, response.body);
+        }
+
+        return {
+          found: true,
+          task: response.body,
+          tasks: [response.body],
+          total_results: 1,
+          search_criteria: { task_id: propsValue.task_id }
+        };
+      } catch (error) {
+        if (error instanceof Error && error.message.includes('404')) {
+          return {
+            found: false,
+            task: null,
+            tasks: [],
+            total_results: 0,
+            message: `No task found with ID: ${propsValue.task_id}`,
+            search_criteria: { task_id: propsValue.task_id }
+          };
+        }
+        throw error;
+      }
+    }
+
+    const searchParams = new URLSearchParams();
+
+    if (propsValue.task_id) searchParams.append('id', propsValue.task_id.toString());
+
+    if (propsValue.resource_type) searchParams.append('resource_type', propsValue.resource_type);
+    const resourceRecord = (propsValue as any).resource_record;
+    if (resourceRecord?.resource_id) {
+      searchParams.append('resource_id', resourceRecord.resource_id.toString());
+    }
+
+    if (propsValue.assigned_to) searchParams.append('assigned_to', propsValue.assigned_to);
+    if (propsValue.assigned_to_team) searchParams.append('assigned_to_team', propsValue.assigned_to_team.toString());
+    if (propsValue.created_by) searchParams.append('created_by', propsValue.created_by);
+
+    if (propsValue.completed && propsValue.completed !== '') {
+      searchParams.append('completed', propsValue.completed);
+    }
+    if (propsValue.task_type && propsValue.task_type !== 'all') {
+      searchParams.append('task_type', propsValue.task_type);
+    }
+
+    if (propsValue.updated_since) searchParams.append('updated_since', propsValue.updated_since);
+    if (propsValue.updated_before) searchParams.append('updated_before', propsValue.updated_before);
+
+    const limit = Math.min(propsValue.limit || 50, 1000);
+    searchParams.append('limit', limit.toString());
+
+    const queryString = searchParams.toString();
+    const url = queryString ? `${WEALTHBOX_API_BASE}/tasks?${queryString}` : `${WEALTHBOX_API_BASE}/tasks`;
+    
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.GET,
+        url: url,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Accept': 'application/json'
+        }
+      });
+
+      if (response.status >= 400) {
+        handleApiError('find tasks', response.status, response.body);
+      }
+
+      const tasks = response.body.tasks || [];
+      const totalResults = tasks.length;
+
+      if (propsValue.return_single_result || totalResults === 1) {
+        return {
+          found: totalResults > 0,
+          task: totalResults > 0 ? tasks[0] : null,
+          tasks: tasks,
+          total_results: totalResults,
+          search_criteria: Object.fromEntries(searchParams),
+          message: totalResults === 0 ? 'No tasks found matching the search criteria' : undefined
+        };
+      }
+
+      return {
+        found: totalResults > 0,
+        tasks: tasks,
+        total_results: totalResults,
+        search_criteria: Object.fromEntries(searchParams),
+        message: totalResults === 0 ? 'No tasks found matching the search criteria' : undefined
+      };
+
+    } catch (error) {
+      throw new Error(`Failed to find tasks: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/index.ts

@@ -0,0 +1,11 @@
+export { createContact } from './create-contact';
+export { createNote } from './create-note';
+export { createProject } from './create-project';
+export { addHouseholdMember } from './add-household-member';
+export { createHousehold } from './create-household';
+export { createEvent } from './create-event';
+export { createOpportunity } from './create-opportunity';
+export { createTask } from './create-task';
+export { startWorkflow } from './start-workflow';
+export { findContact } from './find-contact';
+export { findTask } from './find-task';

activepieces-fork/packages/pieces/community/wealthbox/src/lib/actions/start-workflow.ts

@@ -0,0 +1,376 @@
+import { createAction, Property } from '@activepieces/pieces-framework';
+import { httpClient, HttpMethod } from '@activepieces/pieces-common';
+import { fetchWorkflowTemplates, fetchContacts, fetchProjects, fetchOpportunities, fetchUserGroups, WEALTHBOX_API_BASE, handleApiError } from '../common';
+import { wealthboxAuth } from '../..';
+
+export const startWorkflow = createAction({
+  name: 'start_workflow',
+  displayName: 'Start Workflow',
+  auth: wealthboxAuth,
+  description: 'Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.',
+  props: {
+    workflow_template: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Workflow Template',
+      description: 'Select the workflow template to trigger',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const templates = await fetchWorkflowTemplates(auth.secret_text);
+          return {
+            options: templates.map((template: any) => ({
+              label: template.name || template.label || `Template ${template.id}`,
+              value: template.id
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load workflow templates. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    linked_type: Property.StaticDropdown({
+      displayName: 'Link To',
+      description: 'What type of record to link this workflow to',
+      required: true,
+      options: {
+        options: [
+          { label: 'Contact', value: 'Contact' },
+          { label: 'Project', value: 'Project' },
+          { label: 'Opportunity', value: 'Opportunity' }
+        ]
+      }
+    }),
+
+    linked_record: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Linked Record',
+      description: 'Select the record to link this workflow to',
+      required: true,
+      refreshers: ['linked_type'],
+      props: async ({ auth, linked_type }) => {
+        if (!auth) {
+          return {
+            linked_id: Property.Number({
+              displayName: 'Record ID',
+              description: 'Enter the record ID manually',
+              required: true
+            }),
+            linked_name: Property.ShortText({
+              displayName: 'Record Name',
+              description: 'Enter the record name for reference',
+              required: false
+            })
+          };
+        }
+
+        try {
+          let records: any[] = [];
+          let recordType = '';
+
+          const linkedTypeValue = linked_type as unknown as string;
+
+          switch (linkedTypeValue) {
+            case 'Contact':
+              records = await fetchContacts(auth.secret_text, { active: true, order: 'recent' });
+              recordType = 'Contact';
+              break;
+            case 'Project':
+              records = await fetchProjects(auth.secret_text);
+              recordType = 'Project';
+              break;
+            case 'Opportunity':
+              records = await fetchOpportunities(auth.secret_text);
+              recordType = 'Opportunity';
+              break;
+            default:
+              return {
+                linked_id: Property.Number({
+                  displayName: 'Record ID',
+                  description: 'Enter the record ID manually',
+                  required: true
+                }),
+                linked_name: Property.ShortText({
+                  displayName: 'Record Name',
+                  description: 'Enter the record name for reference',
+                  required: false
+                })
+              };
+          }
+
+          const recordOptions = records.map((record: any) => ({
+            label: record.name || record.title || record.label || `${recordType} ${record.id}`,
+            value: record.id
+          }));
+
+          return {
+            linked_id: Property.StaticDropdown({
+              displayName: `${recordType} Record`,
+              description: `Select the ${recordType.toLowerCase()} to link this workflow to`,
+              required: true,
+              options: {
+                options: recordOptions
+              }
+            }),
+            linked_name: Property.ShortText({
+              displayName: 'Record Name',
+              description: 'The name will be automatically populated from the selected record',
+              required: false
+            })
+          };
+        } catch (error) {
+          return {
+            linked_id: Property.Number({
+              displayName: 'Record ID',
+              description: 'Enter the record ID manually (API unavailable)',
+              required: true
+            }),
+            linked_name: Property.ShortText({
+              displayName: 'Record Name',
+              description: 'Enter the record name for reference',
+              required: false
+            })
+          };
+        }
+      }
+    }),
+
+    label: Property.ShortText({
+      displayName: 'Workflow Label',
+      description: 'A short name for the workflow (e.g., "Onboard a new client to the firm")',
+      required: false
+    }),
+
+    starts_at: Property.DateTime({
+      displayName: 'Start Date & Time',
+      description: 'When you want the workflow to start (optional, defaults to now)',
+      required: false
+    }),
+
+    visible_to: Property.Dropdown({
+      auth: wealthboxAuth,
+      displayName: 'Visible To',
+      description: 'Select who can view this workflow',
+      required: false,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) return { options: [] };
+
+        try {
+          const userGroups = await fetchUserGroups(auth.secret_text);
+          return {
+            options: userGroups.map((group: any) => ({
+              label: group.name,
+              value: group.name
+            }))
+          };
+        } catch (error) {
+          return {
+            options: [],
+            error: 'Failed to load user groups. Please check your authentication.'
+          };
+        }
+      }
+    }),
+
+    workflow_milestones: Property.DynamicProperties({
+      auth: wealthboxAuth,
+      displayName: 'Workflow Milestones',
+      description: 'Add milestones to this workflow',
+      required: false,
+      refreshers: [],
+      props: async ({ auth }) => {
+        if (!auth) {
+          return {
+            milestones_array: Property.Array({
+              displayName: 'Milestones',
+              description: 'Add workflow milestones',
+              required: false,
+              properties: {
+                milestone_id: Property.ShortText({
+                  displayName: 'Milestone ID',
+                  description: 'The ID of the milestone',
+                  required: true
+                }),
+                milestone_name: Property.ShortText({
+                  displayName: 'Milestone Name',
+                  description: 'The name of the milestone',
+                  required: true
+                }),
+                milestone_date: Property.DateTime({
+                  displayName: 'Milestone Date',
+                  description: 'When this milestone should occur',
+                  required: false
+                })
+              }
+            })
+          };
+        }
+
+        try {
+          return {
+            milestones_array: Property.Array({
+              displayName: 'Milestones',
+              description: 'Add workflow milestones for this template',
+              required: false,
+              properties: {
+                milestone_id: Property.ShortText({
+                  displayName: 'Milestone ID',
+                  description: 'The ID of the milestone (from template)',
+                  required: true
+                }),
+                milestone_name: Property.ShortText({
+                  displayName: 'Milestone Name',
+                  description: 'The name of the milestone',
+                  required: true
+                }),
+                milestone_date: Property.DateTime({
+                  displayName: 'Milestone Date',
+                  description: 'When this milestone should occur',
+                  required: false
+                })
+              }
+            })
+          };
+        } catch (error) {
+          console.warn('Could not fetch milestones for validation:', error);
+          return {
+            milestones_array: Property.Array({
+              displayName: 'Milestones',
+              description: 'Add workflow milestones (API unavailable)',
+              required: false,
+              properties: {
+                milestone_id: Property.ShortText({
+                  displayName: 'Milestone ID',
+                  description: 'The ID of the milestone',
+                  required: true
+                }),
+                milestone_name: Property.ShortText({
+                  displayName: 'Milestone Name',
+                  description: 'The name of the milestone',
+                  required: true
+                }),
+                milestone_date: Property.DateTime({
+                  displayName: 'Milestone Date',
+                  description: 'When this milestone should occur',
+                  required: false
+                })
+              }
+            })
+          };
+        }
+      }
+    })
+  },
+  
+  async run(context) {
+    const { auth, propsValue } = context;
+    
+    if (!auth) {
+      throw new Error('Authentication is required');
+    }
+    
+
+    
+    const requestBody: any = {
+      workflow_template: propsValue.workflow_template
+    };
+
+    const linkedRecord = (propsValue as any).linked_record;
+    if (linkedRecord) {
+      let linkedId: number;
+      let linkedName: string;
+
+      if (linkedRecord.linked_id) {
+        linkedId = linkedRecord.linked_id;
+        linkedName = linkedRecord.linked_name || `${propsValue.linked_type} ${linkedId}`;
+      } else {
+        linkedId = linkedRecord.linked_id;
+        linkedName = linkedRecord.linked_name || `${propsValue.linked_type} ${linkedId}`;
+      }
+
+      try {
+        let recordName = linkedName;
+
+        if (propsValue.linked_type === 'Contact' && linkedId) {
+          const contacts = await fetchContacts(auth.secret_text, { active: true });
+          const contact = contacts.find((c: any) => c.id === linkedId);
+          if (contact) {
+            recordName = contact.name || `${contact.first_name} ${contact.last_name}`.trim();
+          }
+        } else if (propsValue.linked_type === 'Project' && linkedId) {
+          const projects = await fetchProjects(auth.secret_text);
+          const project = projects.find((p: any) => p.id === linkedId);
+          if (project) {
+            recordName = project.name || project.title || `Project ${linkedId}`;
+          }
+        } else if (propsValue.linked_type === 'Opportunity' && linkedId) {
+          const opportunities = await fetchOpportunities(auth.secret_text);
+          const opportunity = opportunities.find((o: any) => o.id === linkedId);
+          if (opportunity) {
+            recordName = opportunity.name || `Opportunity ${linkedId}`;
+          }
+        }
+
+        requestBody.linked_to = {
+          id: linkedId,
+          type: propsValue.linked_type,
+          name: recordName
+        };
+      } catch (error) {
+        requestBody.linked_to = {
+          id: linkedId,
+          type: propsValue.linked_type,
+          name: linkedName
+        };
+      }
+    }
+    
+    if (propsValue.label) {
+      requestBody.label = propsValue.label;
+    }
+    
+    if (propsValue.starts_at) {
+      requestBody.starts_at = propsValue.starts_at;
+    }
+    
+    if (propsValue.visible_to) {
+      requestBody.visible_to = propsValue.visible_to;
+    }
+    
+    const milestonesArray = (propsValue as any).workflow_milestones?.milestones_array;
+    if (milestonesArray && Array.isArray(milestonesArray) && milestonesArray.length > 0) {
+      requestBody.workflow_milestones = milestonesArray.map((milestone: any) => ({
+        id: milestone.milestone_id,
+        name: milestone.milestone_name,
+        ...(milestone.milestone_date && { milestone_date: milestone.milestone_date })
+      }));
+    }
+    
+    try {
+      const response = await httpClient.sendRequest({
+        method: HttpMethod.POST,
+        url: `${WEALTHBOX_API_BASE}/workflows`,
+        headers: {
+          'ACCESS_TOKEN': auth.secret_text,
+          'Content-Type': 'application/json'
+        },
+        body: requestBody
+      });
+
+      if (response.status >= 400) {
+        handleApiError('start workflow', response.status, response.body);
+      }
+
+      return response.body;
+    } catch (error) {
+      throw new Error(`Failed to start workflow: ${error instanceof Error ? error.message : 'Unknown error'}`);
+    }
+  }
+});