--- title: "Connect Karlia and Wealthbox CRM - APIANT.ai" description: "When \"New Contact\" fires in Karlia, your agent runs \"Find Contact\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Create Contact\" in Karlia." canonical: "https://apiant.ai/connect/karlia-to-wealthbox-crm" --- # Connect Karlia and Wealthbox CRM When **New Contact** fires in [Karlia](https://apiant.ai/connections/karlia), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create Contact** in Karlia. Describe the whole flow and it is built, tested on every scenario and kept running. Karlia **21** triggers Karlia **39** 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 Karlia 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 Karlia and Wealthbox CRM can do together ### From Karlia to Wealthbox CRM - When **New Contact** in Karlia then **Find Contact** in Wealthbox CRM - When **New Equipment** in Karlia then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Karlia - When **New Comment** in Wealthbox CRM then **Create Contact** in Karlia - When **New Contact** in Wealthbox CRM then **Create Customer** in Karlia 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 Karlia and Wealthbox CRM ## Triggers and actions 30 triggers · 51 actions - Trigger **Delete Equipment** Triggers when an equipement is deleted. - Trigger **Delete Event** Triggers when an event is deleted. - Trigger **Delete Note** Triggers when a note is deleted. - Trigger **Delete Opportunity** Triggers when an opportunity is deleted. - Trigger **Delete Product** Triggers when a product is deleted. - Trigger **Delete Project** Triggers when a project is deleted. - Trigger **Delete Project Subtask** Triggers when a project subtask is deleted. - Trigger **Delete Project Task** Triggers when a project task is deleted. - Trigger **Delete Task** Triggers when a task is deleted. - Trigger **Delete Ticket** Triggers when a ticket is deleted. - Trigger **Delete Time** Triggers when a time is deleted. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Equipment** Triggers when a new equipment is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New Product** Triggers when a new product is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Project Subtask** Triggers when a new project subtask is created. - Trigger **New Project Task** Triggers when a new project task is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Trigger **New Time** Triggers when a new time is created. - Action **Create Contact** Adds a new contact to a Karlia customer or supplier. - Action **Create Customer** Create a Customer. - Action **Create Equipment** Create a Equipment. - Action **Create Event** Create an Event. - Action **Create Note** Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket. - Action **Create Opportunity** Create an Opportunity. - Action **Create Product** Create a Product. - Action **Create Project Subtask** Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee. - Action **Create Project Task** Creates a task inside a Karlia project. - Action **Create Supplier** Create a Supplier. - Action **Create Task** Create a Task. - Action **Create Ticket** Creates a ticket in a Karlia ticketing pipeline. - Action **Create Time** Create a Time. - Action **Delete Equipment** Deletes a piece of equipment from Karlia. - Action **Delete Event** Delete an event (calendar appointment) in Karlia. - Action **Delete Note** Delete a note in Karlia by its ID. - Action **Delete Opportunity** Deletes an opportunity. - Action **Delete Product** Delete a product in Karlia. - Action **Delete Project** Delete a project in Karlia. - Action **Delete Project Subtask** Deletes a subtask from a project task in Karlia. - Action **Delete Project Task** Deletes a task from a Karlia project. - Action **Delete Task** Delete a task in Karlia. - Action **Delete Ticket** Deletes a ticket in Karlia by its ID. - Action **Delete Time** Delete a time entry in Karlia. - Action **Find Contact** Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more). - Action **Find Customer** Returns the Karlia customers that match the search criteria you supply, plus the first match on its own. - Action **Find Supplier** Returns the Karlia suppliers that match the specified search criteria. - Action **Get Contact** Show contact details - Action **Get Customer** Show customer details - Action **Get Opportunity** Show opportunity details - Action **Get Product** Show product details - Action **Get Project Subtask** Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees. - Action **Get Supplier** Show supplier details - Action **Get Ticket** Retrieve one Karlia ticket by its ID. - Action **Get Time** Get one time entry from Karlia by its ID. - Action **List Projects** Lists the projects in your Karlia account. - Action **List Project Tasks** Lists the tasks of one Karlia project. - Action **List Webhook Events** Lists the event names a Karlia webhook can subscribe to. - Action **Update/Create Customer** Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer. - 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 - [ **Karlia** Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings...](https://apiant.ai/connections/karlia) - [ **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 Karlia - [ **Karlia to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karlia-to-salesforce) - [ **Karlia to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karlia-to-slack) - [ **Karlia to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karlia-to-mailchimp) - [ **Karlia to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karlia-to-stripe) - [ **Karlia to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karlia-to-shopify) - [ **Karlia to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karlia-to-quickbooks-online) ## 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 ## Karlia and Wealthbox CRM, answered ### ### What can start an automation from Karlia? Any of Karlia's 21 triggers in the catalog, including New Contact, New Equipment, New Opportunity and New Product. 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 Karlia? 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 Karlia? Yes. When something happens in Wealthbox CRM, your agent can act in Karlia too. This page covers both directions: Wealthbox CRM's triggers and Karlia's actions are listed here as well. ### ### Do I have to build a connector for Karlia 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 Karlia 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.