--- title: "Connect Google Slides and Wealthbox CRM - APIANT.ai" description: "When \"New Slide Added\" fires in Google Slides, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/google-slides-to-wealthbox-crm" --- # Connect Google Slides and Wealthbox CRM When **New Slide Added** fires in [Google Slides](https://apiant.ai/connections/google-slides), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Presentations Pages Get** in Google Slides. Describe the whole flow and it is built, tested on every scenario and kept running. Google Slides **1** trigger Google Slides **8** 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 Google Slides 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 Google Slides and Wealthbox CRM can do together ### From Google Slides to Wealthbox CRM - When **New Slide Added** in Google Slides then **Find Contact** in Wealthbox CRM - When **New Slide Added** in Google Slides then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Google Slides - When **New Comment** in Wealthbox CRM then **Presentations Pages Get** in Google Slides - When **New Contact** in Wealthbox CRM then **Presentations Pages Get Thumbnail** in Google Slides 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 Slides and Wealthbox CRM ## Triggers and actions 10 triggers · 20 actions - Trigger **New Slide Added** Fires when a new slide is added to a Google Slides presentation. - Action **Create Slides Markdown** Creates a new google slides presentation from markdown text. automatically splits content into slides using '---' separators and applies appropriate templates based on content structure. - Action **Get Page Thumbnail2** Tool to generate a thumbnail of the latest version of a specified page. Use when you need a preview image URL for a slide page. This request counts as an expensive read request for quota purposes. - Action **Presentations Batch Update** Tool to update existing google slides presentations with either raw api requests or markdown content. **two operation modes:** 1. **raw api mode**: provide direct slides api requests for precise control 2. **markdown mode**: provide markdown text to automatically add professional slides **markdown features:** - professional themes with coordinated colors and backgrounds - dynamic font sizing that prevents overflow (notion-like hierarchy) - smart table auto-sizing with column width optimization - auto-centering and professional positioning - bold formatting, emojis, and multi-line content support - multiple slide types: title, bullet, table, quote, image, two-column **use cases:** - add new slides to existing presentations - update presentation content with markdown - apply professional themes and styling - bulk slide creation with consistent formatting - Action **Presentations Copy From Template** Tool to create a new Google Slides presentation by duplicating an existing template deck via Drive file copy. Use when you need to preserve themes, masters, and layouts exactly as they appear in the template. After copying, use GOOGLESLIDES_PRESENTATIONS_BATCH_UPDATE to replace placeholder text or images. - Action **Presentations Create** Tool to create a blank or duplicate presentation. use when you need to initialize a presentation with a specific title or duplicate an existing one. - Action **Presentations Get** Tool to retrieve the latest version of a presentation. use after obtaining the presentation id. - Action **Presentations Pages Get** Tool to get the latest version of a specific page in a presentation. use when you need to inspect slide, layout, master, or notes page details. - Action **Presentations Pages Get Thumbnail** Tool to generate and return a thumbnail image url for a specific page. use when you need a quick preview of a slide page after loading it. - 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 - [ **Google Slides** Google Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...](https://apiant.ai/connections/google-slides) - [ **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 Google Slides - [ **Google Slides to Dust** Dust lets you build custom AI assistants with access to your company's data.](https://apiant.ai/connect/google-slides-to-dust) - [ **Google Slides to NEXT** NEXT is an AI-powered continuous product discovery platform for teams, that lets you validate big-picture...](https://apiant.ai/connect/google-slides-to-next) - [ **Google Slides to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/google-slides-to-hubspot) - [ **Google Slides to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/google-slides-to-salesforce) - [ **Google Slides to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/google-slides-to-slack) - [ **Google Slides to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-slides-to-google-sheets) ## 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 ## Google Slides and Wealthbox CRM, answered ### ### What can start an automation from Google Slides? Any of Google Slides's 1 trigger in the catalog, including New Slide Added. 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 Slides? 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 Slides? Yes. When something happens in Wealthbox CRM, your agent can act in Google Slides too. This page covers both directions: Wealthbox CRM's triggers and Google Slides's actions are listed here as well. ### ### Do I have to build a connector for Google Slides 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 Slides 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.