Integration
Connect Pcloud and Wealthbox CRM
When New file fires in Pcloud, your agent runs Find Contact in Wealthbox CRM, or New Contact in Wealthbox CRM to Add public link for file in Pcloud. 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 Pcloud 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 Pcloud and Wealthbox CRM can do together
From Pcloud to Wealthbox CRM
When New file in Pcloud
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Pcloud
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 Pcloud and Wealthbox CRM
Triggers and actions 6 triggers · 21 actions
- New file
Triggers when a new file appears in the chosen pCloud folder.
- Add folder
Creates a new folder in pCloud, inside a parent folder or at a given path.
- Add public link for file
Creates a public link to a file in pCloud and returns the link and its code.
- Delete file
Deletes a file from pCloud, identified by its file id or path.
- Delete folder
Deletes an empty folder in pCloud by its id or path and returns the deleted folder's details.
- Get file
Returns the details of a file in pCloud, such as its name, path, size and content type.
- Get file download link
Returns a temporary download link for a pCloud file, along with when the link expires.
- Get user info
Returns the connected pCloud user's account details: email, verification and premium status, language, and storage quota usage.
- List folder contents
Returns the files and subfolders inside a pCloud folder, optionally the whole tree.
- List public links
Returns all of the current user's public links to files and folders, with download and traffic counts.
- Update folder
Renames and/or moves a folder in pCloud and returns the updated folder's details.
- Upload file
Uploads a file from a URL into a pCloud folder and returns the new file's details.
- 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
Pcloud and Wealthbox CRM, answered
What can start an automation from Pcloud?
Any of Pcloud's 1 trigger in the catalog, including New file. 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 Pcloud?
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 Pcloud?
Yes. When something happens in Wealthbox CRM, your agent can act in Pcloud too. This page covers both directions: Wealthbox CRM's triggers and Pcloud's actions are listed here as well.
Do I have to build a connector for Pcloud 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 Pcloud 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.