--- title: "Connect Accredible Certificates and Wealthbox CRM - APIANT.ai" description: "When \"New Credential Created\" fires in Accredible Certificates, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/accredible-certificates-to-wealthbox-crm" --- # Connect Accredible Certificates and Wealthbox CRM When **New Credential Created** fires in [Accredible Certificates](https://apiant.ai/connections/accredible-certificates), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add evidence item** in Accredible Certificates. Describe the whole flow and it is built, tested on every scenario and kept running. Accredible Certificates **2** triggers Accredible Certificates **19** actions Wealthbox CRM **9** triggers Wealthbox CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Accredible Certificates and Wealthbox CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Accredible Certificates and Wealthbox CRM can do together ### From Accredible Certificates to Wealthbox CRM - When **New Credential Created** in Accredible Certificates then **Find Contact** in Wealthbox CRM - When **New Credential Published** in Accredible Certificates then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Accredible Certificates - When **New Comment** in Wealthbox CRM then **Add evidence item** in Accredible Certificates - When **New Contact** in Wealthbox CRM then **Add department** in Accredible Certificates Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Accredible Certificates and Wealthbox CRM ## Triggers and actions 11 triggers · 31 actions - Trigger **New Credential Created** Triggers when a new credential (certificate or badge) is created in your Accredible account. - Trigger **New Credential Published** Triggers when a credential (certificate or badge) is published in Accredible, optionally limited to one group or recipient. - Action **Add department** Creates a new department in your Accredible account, with its name, website, logo and branding images. - Action **Add design** Creates a new certificate or badge design in Accredible from encoded design content. - Action **Add evidence item** Adds an evidence item (a file, link, video, grade or transcript) to an existing credential so it is shown on the recipient's certificate or badge page. - Action **Add group** Creates a group in Accredible representing a course or achievement, which credentials can then be issued from. - Action **Add reference** Adds a reference (a testimonial from a teacher, manager, mentor or colleague) to an existing credential. - Action **Create Credential** Creates a credential (certificate or badge) for a recipient in one of your groups, optionally with evidence items and references. - Action **Create Evidence - Transcript** Adds a transcript to a credential as an evidence item, shown on the recipient's certificate or badge. - Action **Delete Credential** Deletes a credential (certificate or badge) from your Accredible account and returns the record that was removed. - Action **Delete group** Deletes a group (a course or achievement) from your Accredible account and returns the deleted group. - Action **Find Credentials** Returns the credentials that match the criteria you supply, such as recipient email, recipient name, group, or issue date range. - Action **Find designs** Returns the certificate and badge designs in your Accredible account, optionally narrowed by kind or meta data. - Action **Find Groups** Returns the groups (courses or achievements) whose name, course name, department, collection, metadata or last-updated date match the criteria you give. - Action **Generate credential PDF** Generates a PDF of a published credential and returns a link to download it. - Action **Get credential** Returns one credential by its id, including its recipient, group, custom attributes, evidence, references, skills and image links. - Action **Get group** Returns a group (a course or achievement) with its course details, design, collections, earning criteria and skills. - Action **List credentials** Returns every credential in your Accredible account, oldest first, optionally narrowed to one group, a publish state, a recipient or a date range. - Action **List groups** Returns every group (course or achievement) in your Accredible account, optionally narrowed by department, collection, name or last-updated date. - Action **Update Credential** Updates an existing credential's recipient details, course information, dates, custom attributes, evidence and references. Only the fields you fill in are changed. - Action **Update group** Updates an existing group (course or achievement) in Accredible, changing its name, course details, designs, expiry and skills settings. - Trigger **New Comment** Triggers when a new comment is added to a record in Wealthbox, such as a contact or task. - Trigger **New Contact** Triggers when a new contact is created in Wealthbox. - Trigger **New Event** Triggered when a new event is created in Wealthbox. - Trigger **New Note** Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags. - Trigger **New Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project is created in Wealthbox. - Trigger **New Task** Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator. - Trigger **New Workflow** Triggered when a new workflow is created in Wealthbox. - Trigger **Task Complete** Triggers when a task is marked complete in Wealthbox. - Action **Add Member to Household** Adds an existing contact to an existing household with a chosen household role, and returns the updated household with its members. - Action **Create Household** Creates a new household in Wealthbox and returns the household record. - Action **Create Project** Creates a new project in Wealthbox and returns the created project. - Action **Delete contact** Deletes an existing contact from your Wealthbox workspace. - Action **Delete household member** Removes a contact from a household in Wealthbox and returns the updated household with its remaining members. - Action **Delete task** Deletes an existing task from the Wealthbox workspace and returns the deleted task. - Action **Find Contact** Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag. - Action **Get contact** Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields. - Action **Get opportunity** Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields. - Action **Get task** Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields. - Action **List tasks** Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time. - Action **Update project** Updates the name or description of an existing project in Wealthbox CRM. ## Each app on its own - [ **Accredible Certificates** Easily create and manage digital certificates & open badges for your events or courses.](https://apiant.ai/connections/accredible-certificates) - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-crm) Reviews ## What our customers say ## More from Accredible Certificates - [ **Accredible Certificates to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/accredible-certificates-to-hubspot) - [ **Accredible Certificates to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/accredible-certificates-to-salesforce) - [ **Accredible Certificates to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/accredible-certificates-to-slack) - [ **Accredible Certificates to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/accredible-certificates-to-google-sheets) - [ **Accredible Certificates to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/accredible-certificates-to-gmail) - [ **Accredible Certificates to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/accredible-certificates-to-google-calendar) ## More into Wealthbox CRM - [ **HubSpot to Wealthbox CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wealthbox-crm) - [ **Salesforce to Wealthbox CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wealthbox-crm) - [ **Slack to Wealthbox CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wealthbox-crm) - [ **Google Sheets to Wealthbox CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wealthbox-crm) - [ **Gmail to Wealthbox CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wealthbox-crm) - [ **Google Calendar to Wealthbox CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wealthbox-crm) Questions ## Accredible Certificates and Wealthbox CRM, answered ### ### What can start an automation from Accredible Certificates? Any of Accredible Certificates's 2 triggers in the catalog, including New Credential Created and New Credential Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Wealthbox CRM when something happens in Accredible Certificates? Any of Wealthbox CRM's 12 actions, including Create Household, Create Project, Update project and Add Member to Household. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wealthbox CRM to Accredible Certificates? Yes. When something happens in Wealthbox CRM, your agent can act in Accredible Certificates too. This page covers both directions: Wealthbox CRM's triggers and Accredible Certificates's actions are listed here as well. ### ### Do I have to build a connector for Accredible Certificates or Wealthbox CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Accredible Certificates and Wealthbox CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.