--- title: "Connect Easyship and Wealthbox CRM - APIANT.ai" description: "When \"Shipment Updated\" fires in Easyship, your agent runs \"Find Contact\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Add address\" in Easyship." canonical: "https://apiant.ai/connect/easyship-to-wealthbox-crm" --- # Connect Easyship and Wealthbox CRM When **Shipment Updated** fires in [Easyship](https://apiant.ai/connections/easyship), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add address** in Easyship. Describe the whole flow and it is built, tested on every scenario and kept running. Easyship **1** trigger Easyship **14** 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 Easyship 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 Easyship and Wealthbox CRM can do together ### From Easyship to Wealthbox CRM - When **Shipment Updated** in Easyship then **Find Contact** in Wealthbox CRM - When **Shipment Updated** in Easyship then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Easyship - When **New Comment** in Wealthbox CRM then **Add address** in Easyship - When **New Contact** in Wealthbox CRM then **Add product** in Easyship 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 Easyship and Wealthbox CRM ## Triggers and actions 10 triggers · 26 actions - Trigger **Shipment Updated** Triggers when a shipment is created or updated in Easyship, for example when its label, pickup or delivery status changes. - Action **Add address** Creates a new saved address in your Easyship account, optionally making it the default pickup, billing, sender or return address. - Action **Add product** Creates a product in your Easyship product catalog, with its SKU, dimensions, weight, customs details and prices. - Action **Add return shipment** Creates a return shipment from an existing Easyship shipment, optionally choosing the courier service, destination address and which parcels and items are returned. - Action **Add tracking** Creates a tracking in Easyship for a shipment sent outside Easyship, so its delivery can be followed in your account. - Action **Create a Shipment** Creates a new shipment in Easyship from addresses and parcels, returning the shipment with its available courier rates. - Action **Delete shipment** Deletes a shipment that does not yet have a label. Use Cancel shipment for shipments whose label was already requested. - Action **Find a Shipment** Finds shipments by Easyship shipment ID, platform order number, dates or status, and returns the matches. - Action **Get shipment** Returns the details of a single Easyship shipment, including addresses, parcels, rates, shipping documents and tracking. - Action **Get shipping rates** Returns shipping quotes from available couriers for a prospective shipment, with prices, surcharges, taxes and delivery-time estimates. - Action **Get tracking** Returns a single tracking record, including its courier, status, tracking number and tracking page link. - Action **List addresses** Returns the addresses saved on your Easyship account, optionally filtered by status or default addresses. - Action **List couriers** Returns the couriers available on your Easyship account, including linked courier accounts, optionally filtered by country, state or courier name. - Action **List products** Returns the products saved in your Easyship account, optionally filtered by SKU or category. - Action **Update shipment** Updates the details of an existing Easyship shipment that does not yet have a label, such as its addresses, parcels, insurance, order data or shipping settings. - 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 - [ **Easyship** Easyship is a shipping platform that allows eCommerce merchants to connect to 250+ courier solutions to help...](https://apiant.ai/connections/easyship) - [ **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 Easyship - [ **Easyship to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easyship-to-hubspot) - [ **Easyship to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easyship-to-salesforce) - [ **Easyship to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easyship-to-slack) - [ **Easyship to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/easyship-to-google-sheets) - [ **Easyship to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easyship-to-gmail) - [ **Easyship to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easyship-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 ## Easyship and Wealthbox CRM, answered ### ### What can start an automation from Easyship? Any of Easyship's 1 trigger in the catalog, including Shipment Updated. 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 Easyship? 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 Easyship? Yes. When something happens in Wealthbox CRM, your agent can act in Easyship too. This page covers both directions: Wealthbox CRM's triggers and Easyship's actions are listed here as well. ### ### Do I have to build a connector for Easyship 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 Easyship 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.