--- title: "Connect CalendarLink and Wealthbox CRM - APIANT.ai" description: "When \"New Upcoming Event\" fires in CalendarLink, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/calendarlink-to-wealthbox-crm" --- # Connect CalendarLink and Wealthbox CRM When **New Upcoming Event** fires in [CalendarLink](https://apiant.ai/connections/calendarlink), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **List Contacts** in CalendarLink. Describe the whole flow and it is built, tested on every scenario and kept running. CalendarLink **1** trigger CalendarLink **8** 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 CalendarLink 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 CalendarLink and Wealthbox CRM can do together ### From CalendarLink to Wealthbox CRM - When **New Upcoming Event** in CalendarLink then **Find Contact** in Wealthbox CRM - When **New Upcoming Event** in CalendarLink then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to CalendarLink - When **New Comment** in Wealthbox CRM then **List Contacts** in CalendarLink - When **New Contact** in Wealthbox CRM then **Create New Event** in CalendarLink 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 CalendarLink and Wealthbox CRM ## Triggers and actions 10 triggers · 20 actions - Trigger **New Upcoming Event** Triggered when a new upcoming event is added to your CalendarLink organisation. - Action **Create New Event** Creates an event in a CalendarLink collection and returns its add-to-calendar link. Times use the format 2026-09-01 09:00:00. Optionally turns on RSVP with a deadline, attendee limit and notification settings. - Action **Find Event** Searches your CalendarLink events for one whose title contains the text you give, and returns the first match with its add-to-calendar link, times and RSVP counts. - Action **List Contacts** Returns a page of the contacts in your CalendarLink organisation, 15 per page, along with how many pages there are. - Action **List Event Collections** Returns every event collection in your CalendarLink organisation, with each collection's ID, name, description, public link and event count. - Action **List Event Registrations** Returns a page of the people who signed up for one CalendarLink event, 15 per page. The event must have RSVP turned on. - Action **List Past Events** Returns a page of your CalendarLink events that have already finished, 15 per page, newest first. - Action **List Upcoming Events** Returns a page of your CalendarLink events that have not happened yet, 15 per page. - Action **Update Event Collection** Changes the settings of one CalendarLink event collection — its name, description, appearance, what visitors can add and whether sign-up is required. Only the fields you fill in are changed; the rest keep their current values. - 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 - [ **CalendarLink** CalendarLink creates add-to-calendar links to any calendar service and make sure your users don't forget...](https://apiant.ai/connections/calendarlink) - [ **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 CalendarLink - [ **CalendarLink to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/calendarlink-to-stripe) - [ **CalendarLink to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/calendarlink-to-pandadoc) - [ **CalendarLink to Honeyhive** Observability and evaluation platform for tracing, testing, and monitoring AI agents in production.](https://apiant.ai/connect/calendarlink-to-honeyhive) - [ **CalendarLink to keycdn IP Location Finder** Get the IP geolocation data through the simple REST API. All the responses are JSON encoded](https://apiant.ai/connect/calendarlink-to-keycdn-ip-location-finder) - [ **CalendarLink to Kiwili** ERP & online account management software for your small business](https://apiant.ai/connect/calendarlink-to-kiwili) - [ **CalendarLink to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/calendarlink-to-hubspot) ## 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 ## CalendarLink and Wealthbox CRM, answered ### ### What can start an automation from CalendarLink? Any of CalendarLink's 1 trigger in the catalog, including New Upcoming Event. 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 CalendarLink? 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 CalendarLink? Yes. When something happens in Wealthbox CRM, your agent can act in CalendarLink too. This page covers both directions: Wealthbox CRM's triggers and CalendarLink's actions are listed here as well. ### ### Do I have to build a connector for CalendarLink 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 CalendarLink 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.