Integration
Connect iContact and Wealthbox CRM
When New contact fires in iContact, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Create Contact in iContact. 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 iContact 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 iContact and Wealthbox CRM can do together
From iContact to Wealthbox CRM
When New contact in iContact
then Find Contact in Wealthbox CRM
From Wealthbox CRM to iContact
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 iContact and Wealthbox CRM
Triggers and actions 11 triggers · 37 actions
- New contact
Triggers when a new contact is added to an iContact client folder, optionally only contacts on a chosen list.
- New list
Triggers when a new subscriber list is created in an iContact client folder.
- Add campaign
Creates a new campaign (sending profile with sender name, sender email and CAN-SPAM mailing address) in an iContact client folder.
- Add custom field
Creates a new custom field for contacts in an iContact client folder.
- Create Contact
Create a new contact in an iContact client folder.
- Create List
Create a new contact list in a client folder.
- Create Message
Create a new email message in a client folder.
- Delete Contact
Delete an iContact contact by contact ID.
- Delete list
Deletes a subscriber list from an iContact client folder.
- Get Accounts
List iContact accounts accessible to these credentials.
- Get campaign
Returns one iContact campaign (its sending profile, from name and email, and mailing address) by its id.
- Get Client Folders
List client folders within an iContact account.
- Get Contact
Retrieve a single iContact contact by contact ID.
- Get list
Returns one subscriber list from an iContact client folder, including its name, public name and description.
- Get message
Returns one email message from an iContact client folder, including its subject, HTML and text bodies, and SpamCheck results.
- List Campaigns
List sending campaigns (from-name/email profiles) in a client folder.
- List Contacts
List contacts in a client folder, optionally filtered by email or status.
- List Custom Fields
List custom fields defined in a client folder.
- List Lists
Retrieve all contact lists in a client folder.
- List Messages
List email messages in a client folder.
- List sends
Returns every email send (pending, sending, released and cancelled) in an iContact client folder, including its message, target lists and segments, schedule, recipient count and status.
- List Subscriptions
List subscriptions in a client folder, optionally filtered by contact or list.
- Send Message to List
Schedule/send an existing message to one or more lists.
- Subscribe Contact to List
Subscribe a contact to a list (creates a subscription).
- Unsubscribe Contact from List
Remove a subscription, unsubscribing a contact from a list.
- Update Contact
Update an existing iContact contact by contact ID.
- Update list
Updates an existing iContact subscriber list's name, public name, description or owner-notification setting. Only the values you supply are changed.
- 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
iContact and Wealthbox CRM, answered
What can start an automation from iContact?
Any of iContact's 2 triggers in the catalog, including New contact and New list. 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 iContact?
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 iContact?
Yes. When something happens in Wealthbox CRM, your agent can act in iContact too. This page covers both directions: Wealthbox CRM's triggers and iContact's actions are listed here as well.
Do I have to build a connector for iContact 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 iContact 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.