Integration
Connect Paystack and Wealthbox CRM
When New Chargeback fires in Paystack, your agent runs Find Contact in Wealthbox CRM, or New Contact in Wealthbox CRM to Send Simple Invoice in Paystack. 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 Paystack 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 Paystack and Wealthbox CRM can do together
From Paystack to Wealthbox CRM
When New Chargeback in Paystack
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Paystack
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 Paystack and Wealthbox CRM
Triggers and actions 16 triggers · 27 actions
- Abandoned Transaction
Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction.
- Cancelled Subscription
Triggers when a subscription is cancelled.
- New Chargeback
Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account.
- New Invoice
Triggered when a new invoice (payment request) is created in Paystack.
- New Order
Triggered when a new order is created on your Paystack storefronts or products.
- New Payment Page Transaction
Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from.
- New Refund
Triggered when a new refund is created in your Paystack account.
- New Subscription
Triggers when a new subscription is created on your Paystack integration.
- New Transaction
Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more.
- New Transfer
Triggered when a new transfer is created on your Paystack business.
- Subsciption Renewal
Triggers when a subscription renews, meaning a further payment has been made after its first one.
- Add Product
Creates a new product on your Paystack integration and returns the created product.
- Cancel Subscription
Cancels an active Paystack subscription so the customer is no longer charged on renewal.
- Check Terminal Status
Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one.
- Create Refund
Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status.
- Create Subscription
Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token.
- Create Virtual Terminal
Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications.
- Find Customer
Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations.
- Find Order
Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply.
- Find Transaction
Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization.
- Find Transfer
Returns the transfer that matches the specified transfer reference, including its status, amount and recipient.
- Get Customer Totals
Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record.
- Initialize Transaction
Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference.
- Initiate a Direct Debit Request
Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate.
- Remove Phone Number From Virtual Terminal
Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications.
- Resolve Account Number
Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it.
- Send Simple Invoice
Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code.
- Share Link for Updating Subscription Card
Returns a link you can share with a customer so they can update the card on their subscription.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project 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.
- 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.
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
Paystack and Wealthbox CRM, answered
What can start an automation from Paystack?
Any of Paystack's 11 triggers in the catalog, including New Chargeback, New Invoice, New Order and New Payment Page Transaction. 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 Paystack?
Any of Wealthbox CRM's 10 actions, including Create Household, Add Member to Household, Find Contact and Get contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Paystack?
Yes. When something happens in Wealthbox CRM, your agent can act in Paystack too. This page covers both directions: Wealthbox CRM's triggers and Paystack's actions are listed here as well.
Do I have to build a connector for Paystack 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 Paystack 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.