Integration
Connect Nomod and Wealthbox CRM
When New Customer fires in Nomod, your agent runs Create Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Create Customer in Nomod. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Nomod and Wealthbox CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Nomod and Wealthbox CRM can do together
From Nomod to Wealthbox CRM
When New Customer in Nomod
then Create Contact in Wealthbox CRM
From Wealthbox CRM to Nomod
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 Nomod and Wealthbox CRM
Triggers and actions 19 triggers · 45 actions
- Charge Refund
Triggers when a charge is fully refunded.
- In-Person Paid
Triggers when an in-person (tap or card) charge is paid.
- Invoice Overdue
Triggers when an invoice becomes overdue.
- Invoice Paid
Triggers when an invoice is paid.
- Link Paid
Triggers when a payment link is paid.
- New Customer
Triggers when a new customer is added in Nomod.
- New Invoice
Triggers when a new invoice is created.
- New Link
Triggers when a new payment link is created.
- Payment Failed
Triggers when a charge fails.
- Team Member Joins
Triggers when a new team member is added.
- Cancel Invoice
Cancels an unpaid invoice.
- Create Checkout
Creates a hosted checkout session and returns the URL to send the buyer to.
- Create Customer
Creates a customer (contact) in your Nomod account.
- Create Invoice
Creates an invoice for a Nomod customer with one line item and returns its payment URL.
- Create Link
Creates a payment link with one item and returns its shareable URL.
- Create Team Member
Invites a new team member to your Nomod business.
- Delete Checkout
Deletes an unpaid checkout session.
- Delete Link
Archives a payment link so it can no longer be paid.
- Disable Link
Disables a payment link.
- Enable Link
Re-enables a disabled payment link.
- Find Charge
Finds the first charge matching a search.
- Find Customer
Finds the first customer matching an email or search text.
- Find Invoice
Finds the first invoice matching an invoice number or search text.
- Find Link
Finds the first payment link matching a reference ID or search text.
- Get Charge
Returns one charge by its ID.
- Get Checkout
Returns one checkout session by its ID.
- Get Customer
Returns one customer by its ID.
- Get Invoice
Returns one invoice by its ID.
- Get Link
Returns one payment link by its ID.
- Get Team Member
Returns one team member by their ID.
- List Charges
Returns a page of charges, optionally filtered.
- List Countries
Returns the countries Nomod supports, with their IDs.
- List Currencies
Returns the currencies Nomod supports.
- List Customers
Returns a page of customers, optionally filtered.
- List Invoices
Returns a page of invoices, optionally filtered.
- List Links
Returns a page of payment links, optionally filtered.
- List Provinces
Returns the provinces of a country, with their IDs.
- List Team Members
Returns every team member in your Nomod business.
- Refund Charge
Refunds all or part of a paid charge.
- Refund Checkout
Refunds all or part of a paid checkout.
- Update Invoice Title
Renames an invoice.
- Update Link Title
Renames a payment link.
- New Comment
Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Note
Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project is created in Wealthbox.
- New Task
Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.
- New Workflow
Triggered when a new workflow is created in Wealthbox.
- Task Complete
Triggers when a task is marked complete in Wealthbox.
- 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.
- Create Contact
Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record.
- Create Household
Creates a new household in Wealthbox and returns the household record.
- Create Project
Creates a new project in Wealthbox and returns the created project.
- Delete contact
Deletes an existing contact from your Wealthbox workspace.
- Delete household member
Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.
- Delete task
Deletes an existing task from the Wealthbox workspace and returns the deleted task.
- Find Contact
Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
- Get contact
Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
- Get opportunity
Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
- Get task
Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
- List tasks
Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
- Update project
Updates the name or description of an existing project in Wealthbox CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Nomod and Wealthbox CRM, answered
What can start an automation from Nomod?
Any of Nomod's 10 triggers in the catalog, including New Customer, New Invoice, New Link and Charge Refund. 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 Nomod?
Any of Wealthbox CRM's 13 actions, including Create Contact, Create Household, Create Project and Update project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Nomod?
Yes. When something happens in Wealthbox CRM, your agent can act in Nomod too. This page covers both directions: Wealthbox CRM's triggers and Nomod's actions are listed here as well.
Do I have to build a connector for Nomod 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 Nomod 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.