--- title: "Connect iContact and Wealthbox CRM - APIANT.ai" description: "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." canonical: "https://apiant.ai/connect/icontact-to-wealthbox-crm" --- # Connect iContact and Wealthbox CRM When **New contact** fires in [iContact](https://apiant.ai/connections/icontact), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/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. iContact **2** triggers iContact **25** 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 iContact 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 iContact and Wealthbox CRM can do together ### From iContact to Wealthbox CRM - When **New contact** in iContact then **Find Contact** in Wealthbox CRM - When **New list** in iContact then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to iContact - When **New Comment** in Wealthbox CRM then **Create Contact** in iContact - When **New Contact** in Wealthbox CRM then **Update Contact** in 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 - Trigger **New contact** Triggers when a new contact is added to an iContact client folder, optionally only contacts on a chosen list. - Trigger **New list** Triggers when a new subscriber list is created in an iContact client folder. - Action **Add campaign** Creates a new campaign (sending profile with sender name, sender email and CAN-SPAM mailing address) in an iContact client folder. - Action **Add custom field** Creates a new custom field for contacts in an iContact client folder. - Action **Create Contact** Create a new contact in an iContact client folder. - Action **Create List** Create a new contact list in a client folder. - Action **Create Message** Create a new email message in a client folder. - Action **Delete Contact** Delete an iContact contact by contact ID. - Action **Delete list** Deletes a subscriber list from an iContact client folder. - Action **Get Accounts** List iContact accounts accessible to these credentials. - Action **Get campaign** Returns one iContact campaign (its sending profile, from name and email, and mailing address) by its id. - Action **Get Client Folders** List client folders within an iContact account. - Action **Get Contact** Retrieve a single iContact contact by contact ID. - Action **Get list** Returns one subscriber list from an iContact client folder, including its name, public name and description. - Action **Get message** Returns one email message from an iContact client folder, including its subject, HTML and text bodies, and SpamCheck results. - Action **List Campaigns** List sending campaigns (from-name/email profiles) in a client folder. - Action **List Contacts** List contacts in a client folder, optionally filtered by email or status. - Action **List Custom Fields** List custom fields defined in a client folder. - Action **List Lists** Retrieve all contact lists in a client folder. - Action **List Messages** List email messages in a client folder. - Action **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. - Action **List Subscriptions** List subscriptions in a client folder, optionally filtered by contact or list. - Action **Send Message to List** Schedule/send an existing message to one or more lists. - Action **Subscribe Contact to List** Subscribe a contact to a list (creates a subscription). - Action **Unsubscribe Contact from List** Remove a subscription, unsubscribing a contact from a list. - Action **Update Contact** Update an existing iContact contact by contact ID. - Action **Update list** Updates an existing iContact subscriber list's name, public name, description or owner-notification setting. Only the values you supply are changed. - 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 - [ **iContact** iContact allows your company to create, send, and track your email marketing messages with ease and...](https://apiant.ai/connections/icontact) - [ **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 iContact - [ **iContact to Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/icontact-to-intercom) - [ **iContact to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/icontact-to-salesforce) - [ **iContact to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/icontact-to-slack) - [ **iContact to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/icontact-to-mailchimp) - [ **iContact to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/icontact-to-stripe) - [ **iContact to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/icontact-to-shopify) ## 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 ## 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.