--- title: "Connect ManageEngine ServiceDesk Plus Cloud and Wealthbox CRM - APIANT.ai" description: "When \"New Problem\" fires in ManageEngine ServiceDesk Plus Cloud, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-wealthbox-crm" --- # Connect ManageEngine ServiceDesk Plus Cloud and Wealthbox CRM When **New Problem** fires in [ManageEngine ServiceDesk Plus Cloud](https://apiant.ai/connections/manageengine-servicedesk-plus-cloud), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add request task** in ManageEngine ServiceDesk Plus Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. ManageEngine ServiceDesk Plus Cloud **2** triggers ManageEngine ServiceDesk Plus Cloud **14** 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 ManageEngine ServiceDesk Plus Cloud 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 ManageEngine ServiceDesk Plus Cloud and Wealthbox CRM can do together ### From ManageEngine ServiceDesk Plus Cloud to Wealthbox CRM - When **New Problem** in ManageEngine ServiceDesk Plus Cloud then **Find Contact** in Wealthbox CRM - When **Trigger** in ManageEngine ServiceDesk Plus Cloud then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to ManageEngine ServiceDesk Plus Cloud - When **New Comment** in Wealthbox CRM then **Add request task** in ManageEngine ServiceDesk Plus Cloud - When **New Contact** in Wealthbox CRM then **Add request note** in ManageEngine ServiceDesk Plus Cloud 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 ManageEngine ServiceDesk Plus Cloud and Wealthbox CRM ## Triggers and actions 11 triggers · 26 actions - Trigger **New Problem** Triggers when a new problem is created in ServiceDesk Plus Cloud. - Trigger **Trigger** Triggers when a request is created or updated in ServiceDesk Plus Cloud. - Action **Add request note** Adds a note to a ServiceDesk Plus request, optionally showing it to the requester or notifying the technician. - Action **Add request task** Adds a task to an existing request in ServiceDesk Plus Cloud. - Action **Add request worklog** Adds a worklog (time spent by a technician) to a ServiceDesk Plus request. - Action **Create Request** Creates a new request (ticket) in ServiceDesk Plus Cloud with a subject and any optional details, assignments and custom field values. - Action **Delete request** Deletes a request from ServiceDesk Plus Cloud. - Action **Find Request** Finds service desk requests whose chosen field matches a value, returning the matching requests. - Action **Get problem** Returns a single problem from ServiceDesk Plus Cloud by its id, including its custom field values. - Action **Get request** Returns a single service desk request by its id, including its custom field values. - Action **Get request note** Returns a single note on a ServiceDesk Plus request, including its text, visibility settings and author. - Action **Get request task** Returns a single task attached to a ServiceDesk Plus request, including its title, status, owner, schedule and user-defined fields. - Action **Get request worklog** Returns one worklog entry on a ServiceDesk Plus request, including its owner, time spent, start and end times, and charges. - Action **Invoke API Call** Calls any ServiceDesk Plus Cloud v3 API endpoint with the method, path and input data you choose, and returns the raw response. - Action **Update problem** Updates an existing problem in ServiceDesk Plus, changing only the fields you fill in. - Action **Update Request** Updates an existing request (ticket) in ServiceDesk Plus Cloud. Only the fields you fill in 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 - [ **ManageEngine ServiceDesk Plus Cloud** ManageEngine ServiceDesk Plus is a ITIL® compliant comprehensive help desk software with integrated asset...](https://apiant.ai/connections/manageengine-servicedesk-plus-cloud) - [ **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 ManageEngine ServiceDesk Plus Cloud - [ **ManageEngine ServiceDesk Plus Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-salesforce) - [ **ManageEngine ServiceDesk Plus Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-slack) - [ **ManageEngine ServiceDesk Plus Cloud to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-stripe) - [ **ManageEngine ServiceDesk Plus Cloud to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-shopify) - [ **ManageEngine ServiceDesk Plus Cloud to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-quickbooks-online) - [ **ManageEngine ServiceDesk Plus Cloud to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-pipedrive) ## 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 ## ManageEngine ServiceDesk Plus Cloud and Wealthbox CRM, answered ### ### What can start an automation from ManageEngine ServiceDesk Plus Cloud? Any of ManageEngine ServiceDesk Plus Cloud's 2 triggers in the catalog, including New Problem and Trigger. 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 ManageEngine ServiceDesk Plus Cloud? 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 ManageEngine ServiceDesk Plus Cloud? Yes. When something happens in Wealthbox CRM, your agent can act in ManageEngine ServiceDesk Plus Cloud too. This page covers both directions: Wealthbox CRM's triggers and ManageEngine ServiceDesk Plus Cloud's actions are listed here as well. ### ### Do I have to build a connector for ManageEngine ServiceDesk Plus Cloud 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 ManageEngine ServiceDesk Plus Cloud 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.