Integration
Connect Hubflo and Wealthbox CRM
When Company Updated fires in Hubflo, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add Comment to a Task in Hubflo. 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 Hubflo 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 Hubflo and Wealthbox CRM can do together
From Hubflo to Wealthbox CRM
When Company Updated in Hubflo
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Hubflo
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 Hubflo and Wealthbox CRM
Triggers and actions 24 triggers · 60 actions
- Client Invited to Portal
Triggers when a new invitation to the portal is created.
- Company Updated
Triggers when a company is updated.
- Message Sent
Triggers when a message is sent in a chatroom
- New Chatroom
Triggers when a new chatroom is created.
- New Comment on a Task
Triggers when a new comment is created on a task.
- New Company
Triggers when a new company is created.
- New Contact
Triggers when a new contact is created.
- New File Uploaded
Triggers when a new file is uploaded.
- New Folder
Triggers when a new folder is created.
- New Form
Triggers when a new form is created.
- New Project
Triggers when a new project is created.
- New Proposal
Triggers when a new proposal is created.
- New Task
Triggers when a new task is created.
- New Time Log
Triggers when a new time log is created.
- New Workspace
Triggers when a new workspace is created.
- Add a Participant to the Chatroom
Add a participant to the Chatroom.
- Add Comment to a Task
Adds a Comment to a Task.
- Add Embed to Workspace
Adds embed to workspace
- Add Link to Workspace
Adds link to workspace
- Add Project Section
Add a section with tasks to a project
- Create a File for a Task
Create a File for a Task.
- Create Company
Creates a Company
- Create Contact
Creates a Contact
- Create New Time Entry
Creates a New Time Entry
- Create Note
Creates a Note
- Create Project
Create a Project
- Create Proposal
Creates a proposal
- Create Task
Creates a Task
- Create Workspace
Creates a Workspace
- Create Workspace Folder
Add a new folder to a workspace.
- Create Workspace Note
Creates a Note in a Workspace
- Delete Workspace
Deletes a workspace - Irreversible
- Edit Time Entry
Edits a Particular Time Entry
- Find a Company
Retrieves a Company.
- Find a Form
Finds a Desired Form
- Find an Form Assignment
Finds an Assignment of a Form.
- Find Chatroom
Find chatroom from contacts.
- Find Contact
Finds a Contact by Email
- Find Content Items
Finds Content Items in a Organization.
- Find Project
Returns the projects matching a name, owner, client contact or workspace.
- Find Sections of a Project
Finds Sections of a Projects.
- Find the Form Assignments
Finds Assignments of a Form.
- Find the Tasks
FindsTasks or Subtasks.
- Find Workspace
Returns the workspaces matching a title, a workspace id or a project.
- Find Workspace Folder
Finds a Folder by Title in a Workspace
- Get Companies
Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.
- Get Contacts
Get all your contacts
- Invite Contact to Workspace
Invite contact to a workspace
- List Task Comments
Lists all Comments of a Task.
- Retrieve a Comment of Task
Retrieves a Comment of Task.
- Retrieve a Task
Retrieves a Particular Task.
- Retrieve Chatroom Participants
Retrieve chatroom participants
- Retrieve Members
Retrieve members of an organization
- Retrieve Messages of a Chatroom
Retrieves messages from a given Chatroom.
- Send Form to a Client
Sends form to a client.
- Send Message in a Chatroom
Sends a Message in a Chatroom.
- Update Company
Updates a Company
- Update Contact
Updates a Contact
- Update Embed in Workspace
Updates embed in workspace
- Update Project
Updates a Project
- Update Task
Updates a Task
- Update Workspace
Updates a workspace.
- Update Workspace Folder
Updates a Workspace folder.
- 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
Hubflo and Wealthbox CRM, answered
What can start an automation from Hubflo?
Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. 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 Hubflo?
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 Hubflo?
Yes. When something happens in Wealthbox CRM, your agent can act in Hubflo too. This page covers both directions: Wealthbox CRM's triggers and Hubflo's actions are listed here as well.
Do I have to build a connector for Hubflo 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 Hubflo 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.