--- title: "Connect Notion and Wealthbox CRM - APIANT.ai" description: "When \"New Comment\" fires in Notion, your agent runs \"Find Contact\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Add Comment\" in Notion." canonical: "https://apiant.ai/connect/notion-to-wealthbox-crm" --- # Connect Notion and Wealthbox CRM When **New Comment** fires in [Notion](https://apiant.ai/connections/notion), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add Comment** in Notion. Describe the whole flow and it is built, tested on every scenario and kept running. Notion **5** triggers Notion **23** 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 Notion 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 Notion and Wealthbox CRM can do together ### From Notion to Wealthbox CRM - When **New Comment** in Notion then **Find Contact** in Wealthbox CRM - When **New Data Source Item** in Notion then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Notion - When **New Comment** in Wealthbox CRM then **Add Comment** in Notion - When **New Contact** in Wealthbox CRM then **Add Block to Page** in Notion 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 Notion and Wealthbox CRM ## Triggers and actions 14 triggers · 35 actions - Trigger **New Comment** Triggers when a new comment is created in your Notion workspace. You can filter by database or specific page. - Trigger **New Data Source Item** Triggers when a new item is created in a data source. - Trigger **Updated Content in Data Source Item** Triggers when the content in a data source item is updated. - Trigger **Updated Content in Page** Triggers when the content in a page is updated. - Trigger **Updated Properties in Data Source Item** Triggers when one or more properties of a data source item are updated. - Action **Add Block to Page** Adds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more. - Action **Add Comment** Adds a new comment to a Page. - Action **Add Content to Page** Adds Content to a Page. - Action **Archive Data Source Item** Soft deletes an item in a data source. - Action **Create Data Source Item** Creates an item in a data source. - Action **Create Page** Creates a Page inside a parent page - Action **Find Data Source Items** Searches for items in a data source by its properties. - Action **Find Page (By Title)** Searches for a page by title. - Action **Get Block** Retrieves a block by ID. - Action **Get Block Children** Retrieves child blocks of a parent block or page with support for pagination. - Action **Get Page** Retrieves a specific page or data source item from Notion using its ID. - Action **Get Page and Children** Retrieves a page by its ID and all of its block children. - Action **Get Page Comments** Retrieves comments from a Page. - Action **Get Page Property** Retrieves a specific property value from a Notion page. - Action **Get User Details** Retrieves user information by ID. - Action **Query Data Source (Advanced)** Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types. - Action **Restore Data Source Item** Restores a data source item which was previously archived. - Action **Retrieve Database** This action retrieves a database in Notion using the ID of the database. - Action **Update Database** Updates a Notion database's title, description and column (property) schema. - Action **Update Data Source Item** Updates a data source item. - Action **Update Data Source Schema** Updates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema. - Action **Upload File to Data Source Item** Uploads a file to a files property in a data source item. - Action **Upload File to Page or Block** Uploads a file to a page or block in Notion. - 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 - [ **Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connections/notion) - [ **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 Notion - [ **Notion to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/notion-to-hubspot) - [ **Notion to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/notion-to-slack) - [ **Notion to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/notion-to-stripe) - [ **Notion to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/notion-to-shopify) - [ **Notion to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/notion-to-quickbooks-online) - [ **Notion to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/notion-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 ## Notion and Wealthbox CRM, answered ### ### What can start an automation from Notion? Any of Notion's 5 triggers in the catalog, including New Comment, New Data Source Item, Updated Content in Data Source Item and Updated Content in Page. 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 Notion? 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 Notion? Yes. When something happens in Wealthbox CRM, your agent can act in Notion too. This page covers both directions: Wealthbox CRM's triggers and Notion's actions are listed here as well. ### ### Do I have to build a connector for Notion 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 Notion 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.