Integration
Connect Google Meet and Wealthbox CRM
When New Conference Record (meeting ended) fires in Google Meet, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Get Conference Record in Google Meet. 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 Google Meet and Wealthbox CRM to do together?
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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 Google Meet and Wealthbox CRM can do together
From Google Meet to Wealthbox CRM
When New Conference Record (meeting ended) in Google Meet
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Google Meet
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 Google Meet and Wealthbox CRM
Triggers and actions 10 triggers · 25 actions
- New Conference Record (meeting ended)
Triggers when a meeting you organized ends and its conference record is complete.
- Create Space
Creates a new Google Meet meeting space and returns its meeting link and code.
- End Active Conference
Ends the conference currently running in a Google Meet meeting space.
- Get Conference Record
Returns one conference record, including its start and end time and its space.
- Get Recording
Returns one conference recording, including where its file is saved in Google Drive.
- Get Space
Returns a Google Meet meeting space by its name or meeting code.
- Get Transcript
Returns one conference transcript, including where its document is saved in Google Docs.
- List Conference Records
Returns the conference records (past and ongoing meetings) you organized.
- List Participants
Returns the participants who joined a conference.
- List Participant Sessions
Returns each join and leave session of one participant in a conference.
- List Recordings
Returns the recordings made during a conference.
- List Transcript Entries
Returns the spoken text entries of a conference transcript, with speaker and timing.
- List Transcripts
Returns the transcripts made during a conference.
- Update Space
Updates the settings of a Google Meet meeting space, such as who can join.
- 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
Google Meet and Wealthbox CRM, answered
What can start an automation from Google Meet?
Any of Google Meet's 1 trigger in the catalog, including New Conference Record (meeting ended). 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 Google Meet?
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 Google Meet?
Yes. When something happens in Wealthbox CRM, your agent can act in Google Meet too. This page covers both directions: Wealthbox CRM's triggers and Google Meet's actions are listed here as well.
Do I have to build a connector for Google Meet 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 Google Meet 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.