Integration
Connect Ezus and Wealthbox CRM
When Client Is Updated fires in Ezus, your agent runs Create Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add Project Traveller in Ezus. 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 Ezus 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Ezus and Wealthbox CRM can do together
From Ezus to Wealthbox CRM
When Client Is Updated in Ezus
then Create Contact in Wealthbox CRM
From Wealthbox CRM to Ezus
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 Ezus and Wealthbox CRM
Triggers and actions 16 triggers · 76 actions
- Client Is Updated
Triggers when a client record changes in Ezus.
- Invoice Is Finalised
Triggers when a sales invoice in Ezus is finalized.
- New Client
Triggers when a new client is created in Ezus.
- New Invoice
Triggers when a new sales invoice is created in Ezus.
- New Project
Triggers when a new project is created in Ezus.
- New Supplier Invoice
Triggers when a new supplier invoice is added in Ezus.
- Project Is Updated
Triggers when a project record changes in Ezus.
- Add Project Traveller
Add Project Traveller in Ezus.
- Assign Tag
Assign Tag in Ezus.
- Attach Document Slide
Attach Document Slide in Ezus.
- Create Custom Field
Create Custom Field in Ezus.
- Create Deposit
Create Deposit in Ezus.
- Create Media
Create Media in Ezus.
- Create or Update Category
Create or Update Category in Ezus.
- Create or Update Client
Create or Update Client in Ezus.
- Create or Update Destination
Create or Update Destination in Ezus.
- Create or Update Package
Create or Update Package in Ezus.
- Create or Update Product
Create or Update Product in Ezus.
- Create or Update Product Season
Create or Update Product Season in Ezus.
- Create or Update Project
Create or Update Project in Ezus.
- Create or Update Project Commission
Create or Update Project Commission in Ezus.
- Create or Update Project Step Items
Creates a new item in a project step, or updates an existing one when its reference is given.
- Create or Update Step Category
Create or Update Step Category in Ezus.
- Create or Update Subcategory
Create or Update Subcategory in Ezus.
- Create or Update Subdestination
Create or Update Subdestination in Ezus.
- Create or Update Supplier Invoice
Create or Update Supplier Invoice in Ezus.
- Create or Update Webpage Template
Create or Update Webpage Template in Ezus.
- Create Project Document
Create Project Document in Ezus.
- Create Supplier Invoice Payment
Create Supplier Invoice Payment in Ezus.
- Create Tag
Create Tag in Ezus.
- Delete Project Commission
Delete Project Commission in Ezus.
- Delete Tag
Delete Tag in Ezus.
- Generate Document
Generate Document in Ezus.
- Get Authenticated User
Get Authenticated User in Ezus.
- Get Client
Get Client in Ezus.
- Get Invoice
Get Invoice in Ezus.
- Get Package
Get Package in Ezus.
- Get Product
Get Product in Ezus.
- Get Project
Get Project in Ezus.
- Get Subdestination
Get Subdestination in Ezus.
- Get Supplier
Get Supplier in Ezus.
- Get Supplier Invoice
Get Supplier Invoice in Ezus.
- Get Webpage Template
Get Webpage Template in Ezus.
- List Categories
List Categories in Ezus.
- List Clients
List Clients in Ezus.
- List Custom Fields
List Custom Fields in Ezus.
- List Destinations
List Destinations in Ezus.
- List Document Jobs
List Document Jobs in Ezus.
- List Document Templates
List Document Templates in Ezus.
- List Invoices
List Invoices in Ezus.
- List Media
List Media in Ezus.
- List Products
List Products in Ezus.
- List Project Documents
List Project Documents in Ezus.
- List Project Groups
List Project Groups in Ezus.
- List Projects
List Projects in Ezus.
- List Project Steps
List Project Steps in Ezus.
- List Project Suppliers
List Project Suppliers in Ezus.
- List Project Travellers
List Project Travellers in Ezus.
- List Supplier Invoices
List Supplier Invoices in Ezus.
- List Suppliers
List Suppliers in Ezus.
- List Tags
List Tags in Ezus.
- List Tasks
List Tasks in Ezus.
- List Template Variables
List Template Variables in Ezus.
- List Travellers
List Travellers in Ezus.
- List Webpage Templates
List Webpage Templates in Ezus.
- Preview Webpage Template
Preview Webpage Template in Ezus.
- Remove Tag
Remove Tag in Ezus.
- Replace Product Tariff Levels
Replace Product Tariff Levels in Ezus.
- Update Invoice
Update Invoice in Ezus.
- Update Project Supplier
Update Project Supplier in Ezus.
- 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 Contact
Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record.
- 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
Ezus and Wealthbox CRM, answered
What can start an automation from Ezus?
Any of Ezus's 7 triggers in the catalog, including Client Is Updated, New Client, New Invoice and New Project. 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 Ezus?
Any of Wealthbox CRM's 13 actions, including Create Contact, Create Household, Create Project and Update project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Ezus?
Yes. When something happens in Wealthbox CRM, your agent can act in Ezus too. This page covers both directions: Wealthbox CRM's triggers and Ezus's actions are listed here as well.
Do I have to build a connector for Ezus 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 Ezus 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.