--- title: "Connect Adyen and Wealthbox CRM - APIANT.ai" description: "When \"New payment authorisation\" fires in Adyen, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/adyen-to-wealthbox-crm" --- # Connect Adyen and Wealthbox CRM When **New payment authorisation** fires in [Adyen](https://apiant.ai/connections/adyen), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add payment** in Adyen. Describe the whole flow and it is built, tested on every scenario and kept running. Adyen **2** triggers Adyen **10** 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 Adyen 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 Adyen and Wealthbox CRM can do together ### From Adyen to Wealthbox CRM - When **New payment authorisation** in Adyen then **Find Contact** in Wealthbox CRM - When **New refund** in Adyen then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Adyen - When **New Comment** in Wealthbox CRM then **Add payment** in Adyen - When **New Contact** in Wealthbox CRM then **Add payment link** in Adyen 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 Adyen and Wealthbox CRM ## Triggers and actions 11 triggers · 22 actions - Trigger **New payment authorisation** Webhook AUTHORISATION: result of authorisation request. - Trigger **New refund** Webhook REFUND: result of refund request. - Action **Add payment** Starts a payment (authorisation) in Adyen Checkout for the given amount, payment method and merchant account, and returns the payment's PSP reference and result code. - Action **Add payment link** Creates an Adyen Pay by Link payment link that a shopper can open to pay the given amount. - Action **Cancel payment** Cancels an authorised payment that has not been captured yet, releasing the funds back to the shopper. The final outcome arrives later in Adyen's CANCELLATION webhook. - Action **Capture payment** Captures an authorised payment (full or partial amount). Adyen processes the capture asynchronously: the response always has status "received" and the final outcome arrives later in a CAPTURE webhook. - Action **Delete stored payment method** Deletes (disables) a shopper's stored payment details token in Adyen. - Action **Get payment link** Retrieves the details of a payment link, including its amount, status (active, completed, expired or paymentPending), url and expiry. - Action **List payment methods** Retrieves the payment methods available for a transaction, based on details such as amount, country and currency, plus the shopper's stored payment methods when a shopper reference is given. - Action **List stored payment methods** Lists the tokens for payment details stored for a shopper, with a summary of each stored card or account. - Action **Refund payment** Refunds a captured Adyen payment, fully or partially. Adyen acknowledges the request immediately; the final outcome arrives later in a REFUND notification. - Action **Update payment link** Updates the status of an Adyen payment link. Adyen only allows setting the status to expired, which forces the link to expire so shoppers can no longer pay with it. - 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 - [ **Adyen** Payment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...](https://apiant.ai/connections/adyen) - [ **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 Adyen - [ **Adyen to Gravity Forms** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connect/adyen-to-gravity-forms) - [ **Adyen to BigML** BigML is a machine learning platform for building, evaluating, and running predictive models.](https://apiant.ai/connect/adyen-to-bigml) - [ **Adyen to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/adyen-to-erpnext) - [ **Adyen to Gift Up!** Gift Up! is a digital gift card system for your website or Facebook page.](https://apiant.ai/connect/adyen-to-gift-up) - [ **Adyen to Google Slides** Google Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...](https://apiant.ai/connect/adyen-to-google-slides) - [ **Adyen to Rocketlane** Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver...](https://apiant.ai/connect/adyen-to-rocketlane) ## 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 ## Adyen and Wealthbox CRM, answered ### ### What can start an automation from Adyen? Any of Adyen's 2 triggers in the catalog, including New payment authorisation and New refund. 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 Adyen? 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 Adyen? Yes. When something happens in Wealthbox CRM, your agent can act in Adyen too. This page covers both directions: Wealthbox CRM's triggers and Adyen's actions are listed here as well. ### ### Do I have to build a connector for Adyen 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 Adyen 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.