Integration
Connect One Tap and Wealthbox CRM
When New Participant Check-in fires in One Tap, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add Punch Pass in One Tap. 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 One Tap 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)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 One Tap and Wealthbox CRM can do together
From One Tap to Wealthbox CRM
When New Participant Check-in in One Tap
then Find Contact in Wealthbox CRM
From Wealthbox CRM to One Tap
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 One Tap and Wealthbox CRM
Triggers and actions 11 triggers · 31 actions
- New Participant Check-in
Triggered when a participant is checked in on a One Tap list.
- New Profile
Triggered when a new person profile is created in One Tap.
- Add Punch Pass
Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
- Check in participant
Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
- Check out participant
Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
- Create List
Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.
- Create Participant
Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
- Delete List
Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
- Delete Pass
Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
- Delete Profile
Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
- Get List
Returns a single One Tap list (event) with its schedule, check-in settings and survey data.
- Get Lists
Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
- Get Participants on List
Returns the participants on a One Tap list, with their check-in and check-out details.
- Get Passes
Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
- Get Profile
Returns a single person's profile from One Tap, including the account's custom fields.
- Get Profile Passes
Returns the passes belonging to one person's profile in One Tap.
- Get Profiles
Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
- Redeem Punch Pass
Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
- Remove Participant
Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.
- Update List
Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
- Update Participant
Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
- 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 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
One Tap and Wealthbox CRM, answered
What can start an automation from One Tap?
Any of One Tap's 2 triggers in the catalog, including New Participant Check-in and New Profile. 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 One Tap?
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 One Tap?
Yes. When something happens in Wealthbox CRM, your agent can act in One Tap too. This page covers both directions: Wealthbox CRM's triggers and One Tap's actions are listed here as well.
Do I have to build a connector for One Tap 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 One Tap 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.