Integration
Connect PaintScout and Wealthbox CRM
When Contact Created fires in PaintScout, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add deal in PaintScout. 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 PaintScout 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 PaintScout and Wealthbox CRM can do together
From PaintScout to Wealthbox CRM
When Contact Created in PaintScout
then Find Contact in Wealthbox CRM
From Wealthbox CRM to PaintScout
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 PaintScout and Wealthbox CRM
Triggers and actions 14 triggers · 37 actions
- Contact Created
Triggers when a new contact is created in PaintScout.
- Invoice Sent
Triggers when an invoice is sent to a customer, including when an invoice is re-sent.
- Invoice Status Changed
Triggers when an invoice's status changes, delivering the invoice with its new status.
- Quote Status Changed
Triggers when a quote's status changes, for example when it is sent, accepted or declined.
- Quote Tag Added
Triggers when a tag is added to a quote, optionally only for one specific tag.
- Add company
Creates a new company in PaintScout with its name, contact details, address, lead source, owner and tags.
- Add deal
Creates a new deal in PaintScout, with its contact, job address, pipeline stage and value.
- Add event
Creates a scheduled event (such as a consultation or production job) on a PaintScout deal.
- Add invoice item
Adds a line item to an existing PaintScout invoice, with its name, price, hours, quantity, notes, files and materials.
- Add note
Adds a note to a PaintScout contact, deal or company and returns the new note.
- Add quote item
Adds a line item to an existing PaintScout quote, with its price, hours, quantity, notes, files and materials.
- Add task
Creates a task in PaintScout, optionally linked to a deal and assigned to a user.
- Create Contact
Creates a new contact in PaintScout with names, email, phone numbers, address, lead source, owner, note and tags.
- Create Invoice
Creates a new invoice in PaintScout, optionally with its contact, job address, line items, discount and tax, and returns the created invoice.
- Create Quote
Creates a new quote in PaintScout for a contact, with its job address, notes, pricing adjustments and tags.
- Find companies
Returns the companies that match a search filter, such as a name, email or city.
- Find Contact
Returns up to 100 contacts that match the search you specify, such as an email address, name or company.
- Find deals
Returns the deals that match a search filter, such as a deal name, pipeline, stage or lead source.
- Find Invoice
Returns the invoices that match a search, such as a status, invoice number, contact name or date range.
- Find Quote
Returns the quotes that match a search filter, such as a quote number, status or contact name.
- Get contact
Returns a single PaintScout contact by its ID, including name, company, email, phone, address, lead source, owner and tags.
- Get deal
Returns a single PaintScout deal by its ID, including its contact, job address, pipeline stage, value, tags, linked quotes and invoices, and job costing.
- Get invoice
Returns a single PaintScout invoice with its contact, line items, payments, taxes, discounts and totals. Can optionally return the work-order view, which includes per-item material costs.
- Get quote
Returns a single PaintScout quote by its ID, including contact, job address, totals, tax, discount, payments, tags and customer-view links.
- Update company
Updates an existing PaintScout company's name, contact details, address, lead source, owner or tags. Fields left blank are not changed.
- Update Contact
Updates an existing PaintScout contact's name, contact details, address, lead source, owner, note and tags. Fields left blank keep their current values.
- Update deal
Updates an existing deal in PaintScout — its name, contact, job address, pipeline and stage, lead source, owner, tags and job costing. Fields left blank are not changed.
- Update invoice
Updates an existing PaintScout invoice — its status, contact, line items, notes, terms, discount, tax and other details. Fields left blank are not changed.
- Update Quote
Updates an existing PaintScout quote, such as its status, contact, job address, notes, discount or tags, and returns the updated quote.
- Update task
Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion status.
- 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
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Questions
PaintScout and Wealthbox CRM, answered
What can start an automation from PaintScout?
Any of PaintScout's 5 triggers in the catalog, including Contact Created, Invoice Status Changed, Quote Status Changed and Quote Tag Added. 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 PaintScout?
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 PaintScout?
Yes. When something happens in Wealthbox CRM, your agent can act in PaintScout too. This page covers both directions: Wealthbox CRM's triggers and PaintScout's actions are listed here as well.
Do I have to build a connector for PaintScout 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 PaintScout 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.