Integration
Connect Order Desk and Wealthbox CRM
When New Order Added fires in Order Desk, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add Order Item in Order Desk. 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 Order Desk 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 Order Desk and Wealthbox CRM can do together
From Order Desk to Wealthbox CRM
When New Order Added in Order Desk
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Order Desk
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 Order Desk and Wealthbox CRM
Triggers and actions 11 triggers · 28 actions
- New Order Added
Triggered when a new order is added in Order Desk.
- Order Folder Changed
Triggered when an order moves to a different folder in Order Desk.
- Add Order Item
Adds a line item to an existing order in Order Desk.
- Add Order Note
Adds a note to an order's history in Order Desk.
- Add Shipment
Records a shipment with tracking details against an order in Order Desk.
- Change Folder
Moves an order into a different folder in Order Desk.
- Change Tag
Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.
- Create Inventory Item
Creates a product in the Order Desk store's inventory.
- Create New Order
Creates a new order in Order Desk with its line items, addresses and totals.
- Delete Inventory Item
Deletes a product from the Order Desk store's inventory.
- Delete Order
Deletes an order from Order Desk.
- Delete Order Item
Removes a line item from an order in Order Desk.
- Get Inventory Item
Returns one product from the Order Desk store's inventory, including its stock level and your own metadata.
- Get Order
Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.
- List Orders
Returns orders from Order Desk, with optional folder, source, customer and date filters.
- Set Order Data
Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.
- Set Order Item Data
Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.
- Update Inventory Item
Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.
- 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
Order Desk and Wealthbox CRM, answered
What can start an automation from Order Desk?
Any of Order Desk's 2 triggers in the catalog, including New Order Added and Order Folder Changed. 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 Order Desk?
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 Order Desk?
Yes. When something happens in Wealthbox CRM, your agent can act in Order Desk too. This page covers both directions: Wealthbox CRM's triggers and Order Desk's actions are listed here as well.
Do I have to build a connector for Order Desk 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 Order Desk 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.