--- title: "Connect Kit and Wealthbox CRM - APIANT.ai" description: "When \"New Form Subscriber\" fires in Kit, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/kit-to-wealthbox-crm" --- # Connect Kit and Wealthbox CRM When **New Form Subscriber** fires in [Kit](https://apiant.ai/connections/kit), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add Subscriber to Form** in Kit. Describe the whole flow and it is built, tested on every scenario and kept running. Kit **7** triggers Kit **7** 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 Kit 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 Kit and Wealthbox CRM can do together ### From Kit to Wealthbox CRM - When **New Form Subscriber** in Kit then **Find Contact** in Wealthbox CRM - When **New Purchase** in Kit then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Kit - When **New Comment** in Wealthbox CRM then **Add Subscriber to Form** in Kit - When **New Contact** in Wealthbox CRM then **Add Tag to Subscriber** in Kit 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 Kit and Wealthbox CRM ## Triggers and actions 16 triggers · 19 actions - Trigger **New Form Subscriber** Triggers when a subscription occurs on a specific form. - Trigger **New Purchase** Triggers when a new purchase is added to your account. - Trigger **New Sequence Subscriber** Triggers when a subscriber is added to a sequence. - Trigger **New Subscriber** Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins). - Trigger **New Unsubscribe** Triggers when a subscriber unsubscribes from your emails. - Trigger **Subscriber Added to Tag** Triggers when a specific tag is added to a subscriber. - Trigger **Tag Removed From Subscriber** Triggers when a specific tag is removed from a subscriber. - Action **Add Subscriber to Form** Subscribe someone to a specific form. - Action **Add Tag to Subscriber** Add a subscriber to a specific tag. - Action **Create or Update Subscriber** Creates a Kit subscriber, or updates the first name and custom fields of an existing subscriber with the same email address. Returns the subscriber. - Action **Find Subscriber** Finds an existing confirmed subscriber by email. - Action **Get Subscriber** Returns one Kit subscriber by ID, with their name, email address, state and custom field values. - Action **List Tags for Subscriber** Lists the tags on a Kit subscriber, with each tag's ID, name and the date it was applied. - Action **Remove Tag From Subscriber** Remove a specific tag from a subscriber if they have 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 - [ **Kit** Kit is an email marketing platform for professional bloggers.](https://apiant.ai/connections/kit) - [ **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 Kit - [ **Kit to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/kit-to-webflow) - [ **Kit to API Snap** Free utility API platform. QR codes, screenshots, PDFs, image resize, hashing, and more](https://apiant.ai/connect/kit-to-api-snap) - [ **Kit to Clay** Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal...](https://apiant.ai/connect/kit-to-clay) - [ **Kit to Clerk** Clerk is a user authentication and management platform that lets developers add sign-in, profiles, and...](https://apiant.ai/connect/kit-to-clerk) - [ **Kit to GDBrowser** GDBrowser is a readable HTTP wrapper over the Geometry Dash game servers.](https://apiant.ai/connect/kit-to-gdbrowser) - [ **Kit to PostLake** One API to publish, schedule, and read analytics across every major social network](https://apiant.ai/connect/kit-to-postlake) ## 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 ## Kit and Wealthbox CRM, answered ### ### What can start an automation from Kit? Any of Kit's 7 triggers in the catalog, including New Form Subscriber, New Purchase, New Sequence Subscriber and New Subscriber. 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 Kit? 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 Kit? Yes. When something happens in Wealthbox CRM, your agent can act in Kit too. This page covers both directions: Wealthbox CRM's triggers and Kit's actions are listed here as well. ### ### Do I have to build a connector for Kit 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 Kit 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.