--- title: "Connect Communi App and Wealthbox CRM - APIANT.ai" description: "When \"New Announcement\" fires in Communi App, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/communi-app-to-wealthbox-crm" --- # Connect Communi App and Wealthbox CRM When **New Announcement** fires in [Communi App](https://apiant.ai/connections/communi-app), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add message** in Communi App. Describe the whole flow and it is built, tested on every scenario and kept running. Communi App **10** triggers Communi App **27** 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 Communi App 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 Communi App and Wealthbox CRM can do together ### From Communi App to Wealthbox CRM - When **New Announcement** in Communi App then **Find Contact** in Wealthbox CRM - When **New Event** in Communi App then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Communi App - When **New Comment** in Wealthbox CRM then **Add message** in Communi App - When **New Contact** in Wealthbox CRM then **Add user** in Communi App 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 Communi App and Wealthbox CRM ## Triggers and actions 19 triggers · 39 actions - Trigger **New Announcement** Triggered when a new announcement is created in a group. - Trigger **New Event** Triggered when a new event is created in the selected group. - Trigger **New Job Ad** Triggered when a new job ad is created in a group. - Trigger **New message** Triggers when a new message is posted in a Communi App conversation, such as a group chat, event chat or direct message. - Trigger **New Offer** Triggered when a new offer is created. - Trigger **New poll** Triggers when a new poll is created in Communi App. - Trigger **New Quest** Triggered when a new quest is created. - Trigger **New Recommendation** Triggers when a new recommendation is created in a group, including derived kinds such as videos, prayers and parishes unless narrowed by type. - Trigger **New user** Triggers when a new user appears in your CommuniApp. - Trigger **New Video** Triggers when a new video is posted in a Communi App group. - Action **Add article** Creates a new article (such as a book or product recommendation) in your Communi App. Returns the created article. - Action **Add group** Creates a new group in your CommuniApp, such as a subgroup or badge group, and returns the created group. - Action **Add message** Sends a new message to a CommuniApp conversation, such as a group, event or direct user chat, and returns the created message. - Action **Add poll** Creates a poll with 2 to 12 answer options. To show it to members, embed the new poll in a chat message afterwards. - Action **Add tag** Creates a new tag in your CommuniApp and returns the created tag. - Action **Add user** Creates a new user in the CommuniApp community and returns the created user record. - Action **Create Announcement** Creates a new announcement in your Communi app and returns the created announcement. - Action **Create Event** Creates a new event in your CommuniApp community and returns the created event. - Action **Create Offer** Creates a new offer in your Communi app, such as an item or service offered to the community, and returns the created offer. - Action **Create Quest** Creates a new quest, a post where a community member asks for something, and returns the created quest. - Action **Create Recommendation** Creates a recommendation in the community app, such as a link or resource shared with members, and returns the new record. - Action **Delete event** Deletes an event by its ID. - Action **Delete offer** Deletes an offer by its ID. - Action **Delete user** Permanently deletes a user from the Communi App. This cannot be undone. - Action **Get event** Returns a single event by its ID, including its title, description, location, dates and publishing status. An error occurs if the event is not found. - Action **Get offer** Returns a single offer from your community by its ID, including its text, picture, status and publishing dates. - Action **Get poll** Returns a single poll by its ID, including its title, description, answer options and publishing status. An error occurs if the poll is not found. - Action **Get user** Returns a single user's profile by ID. The fields included depend on the chosen detail level and your role. - Action **List articles** Returns the articles on your CommuniApp book table, optionally narrowed to recommended or official articles, a group, a status or a search term. - Action **List events** Returns the events of a group, including announcements, job ads, workshops and info posts, with optional filters for status, type, text search, date and location. - Action **List groups** Returns the groups you can access in Communi App, including communities, subgroups, admin groups and badge groups. - Action **List messages** Returns the chat messages you have access to, optionally limited to one conversation such as a direct message, group chat or event chat. - Action **List offers** Returns the offers in your Communi App, optionally narrowed to one group, a status or a search text. - Action **List polls** Returns the polls you can access, optionally narrowed by group, status or search text. - Action **List users** Returns the users visible to the connected account, optionally narrowed by a text search and group. - Action **Update event** Updates an existing event's details, such as its title, description, time, location and publication status, and returns the updated event. - Action **Update offer** Updates an existing offer in your Communi App community and returns the updated offer. - 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 - [ **Communi App** Communi is an app for all communities are looking for ways to better connect and integrate new people.](https://apiant.ai/connections/communi-app) - [ **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 Communi App - [ **Communi App to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/communi-app-to-hubspot) - [ **Communi App to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/communi-app-to-salesforce) - [ **Communi App to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/communi-app-to-slack) - [ **Communi App to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/communi-app-to-google-sheets) - [ **Communi App to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/communi-app-to-gmail) - [ **Communi App to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/communi-app-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 ## Communi App and Wealthbox CRM, answered ### ### What can start an automation from Communi App? Any of Communi App's 10 triggers in the catalog, including New Announcement, New Event, New Job Ad and New message. 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 Communi App? 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 Communi App? Yes. When something happens in Wealthbox CRM, your agent can act in Communi App too. This page covers both directions: Wealthbox CRM's triggers and Communi App's actions are listed here as well. ### ### Do I have to build a connector for Communi App 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 Communi App 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.