Beagle for Wealthbox.

Beagle keeps an eye on Wealthbox. When a deal or contact changes, it catches it and brings the context to your channel.

It can log the update and draft the follow-up - then waits for your nod before anything is saved or sent.

Ask "what's the state of our deals?" and Beagle answers from Wealthbox and everything else it's connected to, in plain language.

Does Beagle integrate with Wealthbox?

Yes. Connect Wealthbox with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.

What can Beagle do with Wealthbox?

Beagle watches Wealthbox for when a deal or contact changes, then log the update and draft the follow-up. You can also just ask it questions about your deals in plain language.

Is the Wealthbox connection secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Wealthbox - and nothing is sent or saved until you approve it.

Do I need a separate automation tool?

No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Wealthbox workflows by hand.