Integration
Connect Beehiiv and Wealthbox CRM
When New subscriber to publication fires in Beehiiv, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Update subscription by email in Beehiiv. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Beehiiv and Wealthbox CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Beehiiv and Wealthbox CRM can do together
From Beehiiv to Wealthbox CRM
When New subscriber to publication in Beehiiv
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Beehiiv
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 Beehiiv and Wealthbox CRM
Triggers and actions 17 triggers · 54 actions
- List automations
poll for automations; new automations surface over time (trigger).
- List newsletter lists
poll newsletter lists; new lists surface over time (trigger).
- List polls
poll for polls; new polls surface over time (trigger).
- List segment subscriber IDs
poll subscriber IDs in a segment; new IDs surface over time (trigger).
- List segment subscribers
poll subscribers in a segment; new members surface over time (trigger).
- List tiers
poll subscription tiers; new tiers surface over time (trigger).
- New subscriber to publication
Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.
- New unsubscriber to publication
Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.
- Add subscription tag
add a tag to a subscription.
- Bulk create subscription
create multiple subscriptions in a single bulk request.
- Create custom field
create a new custom field.
- Create newsletter list
create a new newsletter list.
- Create segment
create a new segment.
- Delete custom field
delete a custom field.
- Delete newsletter list
delete a newsletter list.
- Delete segment
delete a segment.
- Delete subscription
Remove a subscriber from a publication.
- Get aggregate stats
get aggregate statistics across posts.
- Get author
get details for a specific author.
- Get custom field
get details for a specific custom field.
- Get newsletter list
get details for a specific newsletter list.
- Get newsletter list subscription
get details for a newsletter list subscription.
- Get post
Retrieve a single post by ID. Returns content, stats, and publish status.
- Get post templates
get available post templates for a publication.
- Get publication
get details for a specific publication.
- Get publication engagements
get aggregate engagement stats for a publication.
- Get publications by subscription email
get publications associated with a subscriber email.
- Get referral program
get referral program details for a publication.
- Get segment
get details for a specific segment.
- Get subscription by email
Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.
- Get subscription by ID
get details for a subscription by its ID.
- Get subscription update
get a specific bulk subscription update record.
- Identify user
get current OAuth user info.
- Identify workspace
get current workspace info.
- List authors
list all authors for a publication.
- List complimentary access
list free access grants for a publication.
- List condition sets
list all condition sets for a publication.
- List custom fields
List a publication's subscriber custom fields. Returns field names and types for mapping.
- List posts
List posts for a publication. Returns posts with status, audience, and publish metadata.
- List publications
List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.
- List segments
List segments for a publication. Returns segment ids, names, and types for audience targeting.
- List subscriptions
List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.
- List subscription updates
list bulk subscription update records.
- Recalculate segment
recalculate segment membership.
- Update a tier
update an existing tier.
- Update custom field
update an existing custom field.
- Update subscription by email
Update an existing subscriber identified by email. Changes tier, status, or custom fields.
- Update subscription by ID
update a subscription by its ID.
- Update subscriptions
update multiple subscriptions at once.
- Update subscriptions' status
bulk update subscription status.
- New Comment
Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Note
Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project is created in Wealthbox.
- New Task
Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.
- New Workflow
Triggered when a new workflow is created in Wealthbox.
- Task Complete
Triggers when a task is marked complete in Wealthbox.
- 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.
- Create Household
Creates a new household in Wealthbox and returns the household record.
- Create Project
Creates a new project in Wealthbox and returns the created project.
- Delete contact
Deletes an existing contact from your Wealthbox workspace.
- Delete household member
Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.
- Delete task
Deletes an existing task from the Wealthbox workspace and returns the deleted task.
- Find Contact
Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
- Get contact
Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
- Get opportunity
Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
- Get task
Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
- List tasks
Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
- Update project
Updates the name or description of an existing project in Wealthbox CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Beehiiv and Wealthbox CRM, answered
What can start an automation from Beehiiv?
Any of Beehiiv's 8 triggers in the catalog, including New subscriber to publication, New unsubscriber to publication, List automations and List newsletter lists. 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 Beehiiv?
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 Beehiiv?
Yes. When something happens in Wealthbox CRM, your agent can act in Beehiiv too. This page covers both directions: Wealthbox CRM's triggers and Beehiiv's actions are listed here as well.
Do I have to build a connector for Beehiiv 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 Beehiiv 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.