--- title: "Connect MailUp and Wealthbox CRM - APIANT.ai" description: "When \"New Email Message in List\" fires in MailUp, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/mailup-to-wealthbox-crm" --- # Connect MailUp and Wealthbox CRM When **New Email Message in List** fires in [MailUp](https://apiant.ai/connections/mailup), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create New Email Message** in MailUp. Describe the whole flow and it is built, tested on every scenario and kept running. MailUp **4** triggers MailUp **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 MailUp 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 MailUp and Wealthbox CRM can do together ### From MailUp to Wealthbox CRM - When **New Email Message in List** in MailUp then **Find Contact** in Wealthbox CRM - When **New Group** in MailUp then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to MailUp - When **New Comment** in Wealthbox CRM then **Create New Email Message** in MailUp - When **New Contact** in Wealthbox CRM then **Send Message to Email Address** in MailUp 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 MailUp and Wealthbox CRM ## Triggers and actions 13 triggers · 37 actions - Trigger **New Email Message in List** A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific. - Trigger **New Group** New group added to the specified list. MailUp is a multi-list environment and groups are list-specific. - Trigger **New Recipient Subscribed** There is a new subscriber in the specified list. MailUp is a multi-list environment. - Trigger **New Recipient Unsubscribed** A recipient unsubscribed from the specified list. MailUp is a multi-list environment. - Action **Add list** Create a new list. POST Console/List - Action **Add Recipient to Group** Add recipient to the specified group on the list. - Action **Add Recipient to List** Adds a new recipient to the specified list as a subscriber. - Action **Create New Email Message** Create a new email message on the specified list. - Action **Create New Group** Add a new group to the specified list. MailUp is a multi-list environment. - Action **Delete email message** Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message} - Action **Delete group** Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group} - Action **Delete list** Delete a list. DELETE Console/List/{id_List} - Action **Get email message** Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message} - Action **Get list** Retrieve list details by id. GET Console/List/{id_List} - Action **List email messages** Retrieve email messages of a list. GET Console/List/{id_List}/Emails - Action **List Email Message Sendings** lists the sendings (send tasks, with recipients count and status) created for an email message. - Action **List Group Recipients** Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields. - Action **List groups** Retrieve groups of a list. GET Console/List/{id_List}/Groups - Action **List lists** Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc - Action **List subscribed recipients** Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed - Action **Remove recipient from group** Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient} - Action **Remove Recipient From List** This method unsubscribe the given recipient from the specified list. - Action **Send Message to Email Address** Sends the specified message (previously created in MailUp in the specified List) to the email address specified. - Action **Send Message to Group** Send a message to a predefined group in the specified list. - Action **Send message to list** Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send - Action **Unsubscribe recipient from list** Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient} - Action **Update email message** Modify an email message. PUT Console/List/{id_List}/Email/{id_Message} - Action **Update group** Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group} - Action **Update list** Modify details of a list. PUT Console/List/{id_List} - 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 - [ **MailUp** MailUp is your complete email delivery solution.](https://apiant.ai/connections/mailup) - [ **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 MailUp - [ **MailUp to Maildroppa** Maildroppa is a B2B email-marketing platform that lets you create, send and track campaigns, manage...](https://apiant.ai/connect/mailup-to-maildroppa) - [ **MailUp to SendPulse** SendPulse is an Integrated messaging platform providing user communication on all devices with Emails, SMS...](https://apiant.ai/connect/mailup-to-sendpulse) - [ **MailUp to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mailup-to-salesforce) - [ **MailUp to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mailup-to-slack) - [ **MailUp to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mailup-to-stripe) - [ **MailUp to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mailup-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 ## MailUp and Wealthbox CRM, answered ### ### What can start an automation from MailUp? Any of MailUp's 4 triggers in the catalog, including New Email Message in List, New Group, New Recipient Subscribed and New Recipient Unsubscribed. 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 MailUp? 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 MailUp? Yes. When something happens in Wealthbox CRM, your agent can act in MailUp too. This page covers both directions: Wealthbox CRM's triggers and MailUp's actions are listed here as well. ### ### Do I have to build a connector for MailUp 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 MailUp 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.