--- title: "Connect Conversion Tools and Wealthbox CRM - APIANT.ai" description: "When \"Conversion Failed\" fires in Conversion Tools, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/conversion-tools-to-wealthbox-crm" --- # Connect Conversion Tools and Wealthbox CRM When **Conversion Failed** fires in [Conversion Tools](https://apiant.ai/connections/conversion-tools), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Convert File** in Conversion Tools. Describe the whole flow and it is built, tested on every scenario and kept running. Conversion Tools **4** triggers Conversion Tools **2** 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 Conversion Tools 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 Conversion Tools and Wealthbox CRM can do together ### From Conversion Tools to Wealthbox CRM - When **Conversion Failed** in Conversion Tools then **Find Contact** in Wealthbox CRM - When **Conversion Result Available** in Conversion Tools then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Conversion Tools - When **New Comment** in Wealthbox CRM then **Convert File** in Conversion Tools - When **New Contact** in Wealthbox CRM then **Convert File and Get the Result** in Conversion Tools 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 Conversion Tools and Wealthbox CRM ## Triggers and actions 13 triggers · 14 actions - Trigger **Conversion Failed** Triggered when a file conversion fails, giving the reason it failed. - Trigger **Conversion Result Available** Triggered when a finished conversion has its result file ready to download. - Trigger **Conversion Started** Triggered when a new file conversion is submitted, while it is still queued or running. - Trigger **Conversion Successfully Finished** Triggered when a file conversion finishes successfully. - Action **Convert File** Uploads a file to Conversion Tools and starts converting it, returning the conversion ID. Use one of the result triggers or Convert File and Get the Result to pick up the converted file. - Action **Convert File and Get the Result** Uploads a file to Conversion Tools, converts it, waits for the conversion to finish and returns a link to download the result. - 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 - [ **Conversion Tools** Converting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.](https://apiant.ai/connections/conversion-tools) - [ **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 Conversion Tools - [ **Conversion Tools to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/conversion-tools-to-outlook) - [ **Conversion Tools to Donately** Donately makes online donations dead simple and provides a space for non-profits to manage their donors and...](https://apiant.ai/connect/conversion-tools-to-donately) - [ **Conversion Tools to MagicSlides** MagicSlides is an AI-powered tool that creates professional presentations from text, PDFs, and more in...](https://apiant.ai/connect/conversion-tools-to-magicslides) - [ **Conversion Tools to MMO Games** MMOBomb publishes a database of free-to-play MMO and online games together with related news and giveaways.](https://apiant.ai/connect/conversion-tools-to-mmo-games) - [ **Conversion Tools to Powrbot** Powrbot automates searching the web for company data.](https://apiant.ai/connect/conversion-tools-to-powrbot) - [ **Conversion Tools to Wander Atlas** Wander Atlas publishes hourly crowd forecasts for more than 620 tourist attractions across 20 countries.](https://apiant.ai/connect/conversion-tools-to-wander-atlas) ## 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 ## Conversion Tools and Wealthbox CRM, answered ### ### What can start an automation from Conversion Tools? Any of Conversion Tools's 4 triggers in the catalog, including Conversion Failed, Conversion Result Available, Conversion Started and Conversion Successfully Finished. 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 Conversion Tools? 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 Conversion Tools? Yes. When something happens in Wealthbox CRM, your agent can act in Conversion Tools too. This page covers both directions: Wealthbox CRM's triggers and Conversion Tools's actions are listed here as well. ### ### Do I have to build a connector for Conversion Tools 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 Conversion Tools 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.