--- title: "Connect Authorize.net and Wealthbox CRM - APIANT.ai" description: "When \"New Transaction\" fires in Authorize.net, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/authorize-net-to-wealthbox-crm" --- # Connect Authorize.net and Wealthbox CRM When **New Transaction** fires in [Authorize.net](https://apiant.ai/connections/authorize-net), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create a Subscription from a Customer Profile** in Authorize.net. Describe the whole flow and it is built, tested on every scenario and kept running. Authorize.net **1** trigger Authorize.net **29** 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 Authorize.net 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 Authorize.net and Wealthbox CRM can do together ### From Authorize.net to Wealthbox CRM - When **New Transaction** in Authorize.net then **Find Contact** in Wealthbox CRM - When **New Transaction** in Authorize.net then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Authorize.net - When **New Comment** in Wealthbox CRM then **Create a Subscription from a Customer Profile** in Authorize.net - When **New Contact** in Wealthbox CRM then **Create Customer Payment Profile** in Authorize.net 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 Authorize.net and Wealthbox CRM ## Triggers and actions 10 triggers · 41 actions - Trigger **New Transaction** Triggers when a new transaction (charge, authorization, refund or void) is submitted. - Action **Cancel a Subscription** Cancels a subscription. No further payments are charged. - Action **Capture a Previously Authorized Amount** Captures funds from a transaction that was authorized earlier. - Action **Charge a Customer Profile** Charges a saved customer payment profile. - Action **Create a Subscription** Creates a recurring-billing subscription charged to a credit card. - Action **Create a Subscription from a Customer Profile** Creates a recurring-billing subscription charged to a saved customer payment profile. - Action **Create Customer Payment Profile** Saves a credit card on an existing customer profile. - Action **Create Customer Profile** Creates a customer profile, optionally with a saved card and billing address. - Action **Create Customer Profile from a Transaction** Saves the customer, card and addresses from an existing transaction as a new customer profile. - Action **Create Customer Shipping Address** Adds a shipping address to a customer profile. - Action **Credit a Bank Account** Sends money to a bank account by eCheck (ACH), as a refund of an earlier bank debit or as a standalone credit. - Action **Debit a Bank Account** Charges a bank account by eCheck (ACH). - Action **Delete Customer Payment Profile** Deletes a saved payment profile. - Action **Delete Customer Profile** Deletes a customer profile and everything saved on it. - Action **Delete Customer Shipping Address** Deletes a shipping address from a customer profile. - Action **Get Customer Payment Profile** Returns one saved payment profile. - Action **Get Customer Profile** Returns a customer profile with its payment profiles and shipping addresses. Look it up by profile ID, your customer ID, or email. - Action **Get Customer Shipping Address** Returns one shipping address from a customer profile. - Action **Get Subscription** Returns a subscription's details, including its status. - Action **Get Transaction Details** Returns the full details of one transaction by its transaction ID. - Action **List Customer Profile IDs** Returns the IDs of every customer profile in the account. - Action **List Settled Batches** Returns settlement batches within a date range (up to 31 days). - Action **List Subscriptions** Returns subscriptions by status: active, expiring this month, card expiring this month, or past due (cardExpiringThisMonth, subscriptionActive, subscriptionInactive, subscriptionExpiringThisMonth). - Action **List Transactions in a Settled Batch** Returns the transactions in one settlement batch. - Action **List Unsettled Transactions** Returns transactions that have not settled yet, newest first. - Action **Refund a Transaction** Refunds a settled credit card transaction, in full or in part. - Action **Update Customer Payment Profile** Replaces a saved payment profile's card and billing address. Fields left blank are cleared. - Action **Update Customer Profile** Updates a customer profile's ID, description or email. Fields left blank are cleared. - Action **Update Customer Shipping Address** Replaces a shipping address on a customer profile. Fields left blank are cleared. - Action **Void a Transaction** Cancels an unsettled transaction so it is never submitted for settlement. - 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 - [ **Authorize.net** Authorize.net is a world leading payment system.](https://apiant.ai/connections/authorize-net) - [ **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 Authorize.net - [ **Authorize.net to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/authorize-net-to-hubspot) - [ **Authorize.net to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/authorize-net-to-salesforce) - [ **Authorize.net to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/authorize-net-to-slack) - [ **Authorize.net to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/authorize-net-to-google-sheets) - [ **Authorize.net to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/authorize-net-to-gmail) - [ **Authorize.net to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/authorize-net-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 ## Authorize.net and Wealthbox CRM, answered ### ### What can start an automation from Authorize.net? Any of Authorize.net's 1 trigger in the catalog, including New Transaction. 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 Authorize.net? 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 Authorize.net? Yes. When something happens in Wealthbox CRM, your agent can act in Authorize.net too. This page covers both directions: Wealthbox CRM's triggers and Authorize.net's actions are listed here as well. ### ### Do I have to build a connector for Authorize.net 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 Authorize.net 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.