Integration
Connect DialMyCalls and Wealthbox CRM
When New Contact fires in DialMyCalls, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add a Contact in DialMyCalls. 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 DialMyCalls 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 DialMyCalls and Wealthbox CRM can do together
From DialMyCalls to Wealthbox CRM
When New Contact in DialMyCalls
then Find Contact in Wealthbox CRM
From Wealthbox CRM to DialMyCalls
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 DialMyCalls and Wealthbox CRM
Triggers and actions 11 triggers · 33 actions
- List Incoming Texts
Triggers when a new text message comes in to your DialMyCalls number.
- New Contact
Triggered when a new contact is added to your DialMyCalls address book.
- Add a Contact
Adds a contact to your DialMyCalls account, optionally placing them in one or more groups.
- Add a Group
Creates a new contact group in your DialMyCalls account.
- Add a Recording (From Phone Call)
Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone.
- Add a Recording (From URL)
Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply.
- Add a Recording (Text-to-Speech)
Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose.
- Delete a Contact
Deletes a contact from your DialMyCalls account.
- Delete a Group
Deletes a contact group from your DialMyCalls account.
- Delete a Recording
Deletes a recording from your DialMyCalls account.
- Get a Contact
Returns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to.
- Get a Group
Returns one contact group from your DialMyCalls account, including its name and how many contacts are in it.
- Get an Incoming Text
Returns one text message that came in to your DialMyCalls number, including who it came from and the message body.
- Get a Recording
Returns one recording from your DialMyCalls account, including its name, length and the web address of its sound file.
- List Call Broadcasts
Returns all the call broadcasts in your DialMyCalls account.
- List Caller IDs
Returns all the caller IDs on your DialMyCalls account, including whether each one has been verified.
- List Contacts
Returns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses.
- List Groups
Returns all the contact groups in your DialMyCalls account, with each group's name and contact count.
- List Recordings
Returns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address.
- List Text Broadcasts
Returns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time.
- Update a Contact
Updates a contact in your DialMyCalls address book. Fields you leave blank are left as they are.
- Update a Group
Renames a contact group in your DialMyCalls account.
- Update a Recording
Renames a recording in your DialMyCalls account.
- 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
DialMyCalls and Wealthbox CRM, answered
What can start an automation from DialMyCalls?
Any of DialMyCalls's 2 triggers in the catalog, including New Contact and List Incoming Texts. 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 DialMyCalls?
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 DialMyCalls?
Yes. When something happens in Wealthbox CRM, your agent can act in DialMyCalls too. This page covers both directions: Wealthbox CRM's triggers and DialMyCalls's actions are listed here as well.
Do I have to build a connector for DialMyCalls 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 DialMyCalls 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.