--- title: "Connect OpsGenie and Wealthbox CRM - APIANT.ai" description: "When \"New alert\" fires in OpsGenie, your agent runs \"Find Contact\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Add note to alert\" in OpsGenie." canonical: "https://apiant.ai/connect/opsgenie-to-wealthbox-crm" --- # Connect OpsGenie and Wealthbox CRM When **New alert** fires in [OpsGenie](https://apiant.ai/connections/opsgenie), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add note to alert** in OpsGenie. Describe the whole flow and it is built, tested on every scenario and kept running. OpsGenie **1** trigger OpsGenie **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 OpsGenie 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 OpsGenie and Wealthbox CRM can do together ### From OpsGenie to Wealthbox CRM - When **New alert** in OpsGenie then **Find Contact** in Wealthbox CRM - When **New alert** in OpsGenie then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to OpsGenie - When **New Comment** in Wealthbox CRM then **Add note to alert** in OpsGenie - When **New Contact** in Wealthbox CRM then **Create Alert** in OpsGenie 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 OpsGenie and Wealthbox CRM ## Triggers and actions 10 triggers · 26 actions - Trigger **New alert** Triggers when a new alert is created in OpsGenie, optionally limited to alerts matching a search query. - Action **Acknowledge alert** Acknowledges an OpsGenie alert, optionally adding a note. The request is processed asynchronously and returns a request id. - Action **Add note to alert** Adds a note to an existing OpsGenie alert. The note is processed asynchronously; the returned request id can be used to check its status. - Action **Assign alert** Assigns an OpsGenie alert to a user as its owner. - Action **Close alert** Closes an OpsGenie alert identified by its id, tiny id or alias. Closing is processed asynchronously and returns a request id. - Action **Close incident** Closes an OpsGenie incident, optionally adding a note. - Action **Create Alert** Creates a new alert in OpsGenie with a message, optional priority, responders, tags and custom details. - Action **Delete alert** Deletes an OpsGenie alert by its id, tiny id or alias. The deletion is processed asynchronously and returns a request id. - Action **Get alert** Returns a single OpsGenie alert, looked up by its id, tiny id or alias. - Action **Get incident** Returns an OpsGenie incident by its id or tiny id, including its message, status, priority, responders, tags and custom properties. - Action **List alerts** Returns alerts in your OpsGenie account, optionally filtered by a search query or a saved search, and sorted by the field you choose. - Action **List incidents** Returns incidents matching a search query, sorted as requested. - Action **List schedules** Returns all on-call schedules in the OpsGenie account, optionally with their rotations. - Action **List teams** Returns all teams in the OpsGenie account, with each team's id, name and description. - Action **List users** Returns the users in your Opsgenie account, optionally filtered by a search query and sorted. - 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 - [ **OpsGenie** OpsGenie extends IT Operations Management to mobile devices.](https://apiant.ai/connections/opsgenie) - [ **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 OpsGenie - [ **OpsGenie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/opsgenie-to-salesforce) - [ **OpsGenie to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/opsgenie-to-slack) - [ **OpsGenie to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/opsgenie-to-stripe) - [ **OpsGenie to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/opsgenie-to-shopify) - [ **OpsGenie to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/opsgenie-to-quickbooks-online) - [ **OpsGenie to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/opsgenie-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 ## OpsGenie and Wealthbox CRM, answered ### ### What can start an automation from OpsGenie? Any of OpsGenie's 1 trigger in the catalog, including New alert. 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 OpsGenie? 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 OpsGenie? Yes. When something happens in Wealthbox CRM, your agent can act in OpsGenie too. This page covers both directions: Wealthbox CRM's triggers and OpsGenie's actions are listed here as well. ### ### Do I have to build a connector for OpsGenie 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 OpsGenie 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.