Integration
Connect Brevo and Wealthbox CRM
When Company Added fires in Brevo, your agent runs Find Contact in Wealthbox CRM, or New Contact in Wealthbox CRM to Add or Update Contact in Brevo. 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 Brevo 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 Brevo and Wealthbox CRM can do together
From Brevo to Wealthbox CRM
When Company Added in Brevo
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Brevo
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 Brevo and Wealthbox CRM
Triggers and actions 21 triggers · 23 actions
- Company Added
Triggers when a company is created in Brevo.
- Company Updated
Triggers when a company is updated in Brevo.
- Contact Added
Triggers when a Brevo contact is added.
- Contact Subscribed to List (instant)
Instant trigger — fires when a contact is added to a list (Brevo marketing webhook event listAddition). Self-registering via the Brevo Create/Delete webhook API.
- Contact Unsubscribed
Triggers when a contact unsubscribes from an email campaign in Brevo.
- Contact Updated (instant)
Instant trigger — fires when a contact is updated (Brevo marketing webhook event contactUpdated). Self-registering via the Brevo Create/Delete webhook API.
- Deal Added
Triggers when a deal is created in Brevo.
- Deal Stage Updated
Triggers when a deal's stage is updated in Brevo.
- Link Clicked
Triggers when a Brevo contact clicks on any link in a Brevo email campaign.
- Marketing Email Delivered
Triggers when a Brevo campaign marketing email is delivered.
- Marketing Email Hard Bounced
Triggers when a Brevo campaign marketing email is hard bounced.
- Marketing Email Opened
Triggers when a Brevo campaign marketing email is opened.
- New Campaign Status
Triggers when the status of a Brevo campaign is updated.
- Transactional Email Delivered
Triggers when a Brevo transactional email is delivered.
- Transactional Email Hard Bounced
Triggers when a Brevo transactional email is hard bounced.
- Transactional Email Opened
Triggers when a Brevo transactional email is opened.
- Add or Update Associations
Adds or updates associations to companies, deals or contacts in Brevo.
- Add or Update Contact
Creates or updates a contact. An attribute you map but leave EMPTY is IGNORED - the stored value is preserved, not deleted. Because of that, this action cannot CLEAR an attribute: to empty one, edit it in Brevo directly. Note an explicit null does not clear on Brevo either.
- Delete Company
Deletes the selected company in Brevo, identified by its company ID.
- Delete Contact
Deletes the selected contact in Brevo. The contact can be identified by its email address or its contact ID.
- Delete Deal
Deletes the selected deal in Brevo, identified by its deal ID.
- Find Company
Finds companies in Brevo whose name matches the name you supply. Returns every match, up to 50.
- Find Deal
Finds deals in Brevo whose name matches the name you supply. Returns every match, up to 50.
- Remove Associations
Removes associations between companies, deals, or contacts in Brevo.
- Search Contact
Check if a contact exists in Brevo and fetch the contact details. Contact can be found by email, mobile phone number, Brevo contact ID, external ID, Whatsapp ID and landline number.
- Send Transactional Email
Sends an email from your Brevo account with HTML or plain text content.
- Send Transactional SMS
Sends an transactional SMS from your Brevo account.
- Unsubscribe Contact
Unsubscribe contact from the list(s) he belong to.
- Update Contact
Updates an existing contact by its Brevo contact ID: set attributes, block or unblock email campaigns, and add the contact to or remove it from lists. Only the fields you fill in are changed.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project 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.
- 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.
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
More from Brevo
Brevo to Base44Base44 is a platform that allows non-technical people to build their own Apps using AI.
Brevo to ClerkClerk is a user authentication and management platform that lets developers add sign-in, profiles, and...
Brevo to Ducks UnlimitedDucks Unlimited publishes its conservation and chapter geodata through an ArcGIS open-data portal.
Brevo to Mistral AIMistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...
Brevo to PrerenderPrerendering service that converts JavaScript-heavy web pages into cached HTML for search engine and AI...
Brevo to The Weather ChannelWeather data API providing current conditions, forecasts, radar, severe weather alerts, and aviation weather.
More into Wealthbox CRM
HubSpot to Wealthbox CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Wealthbox CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Wealthbox CRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Wealthbox CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Wealthbox CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Wealthbox CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Brevo and Wealthbox CRM, answered
What can start an automation from Brevo?
Any of Brevo's 16 triggers in the catalog, including Company Added, Company Updated, Contact Added and Contact Updated (instant). 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 Brevo?
Any of Wealthbox CRM's 10 actions, including Create Household, Add Member to Household, Find Contact and Get contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Brevo?
Yes. When something happens in Wealthbox CRM, your agent can act in Brevo too. This page covers both directions: Wealthbox CRM's triggers and Brevo's actions are listed here as well.
Do I have to build a connector for Brevo 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 Brevo 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.