Integration
Connect Pelcro and Wealthbox CRM
When Customer Created fires in Pelcro, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Create Customer in Pelcro. 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 Pelcro 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 Pelcro and Wealthbox CRM can do together
From Pelcro to Wealthbox CRM
When Customer Created in Pelcro
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Pelcro
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 Pelcro and Wealthbox CRM
Triggers and actions 14 triggers · 24 actions
- Customer Created
Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it.
- Customer Updated
Triggers when a customer is updated in Pelcro.
- Newsletter Created
Triggers when a new newsletter subscription is created in Pelcro.
- Newsletter Updated
Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent.
- Subscription Created
Triggers when a new subscription is created in Pelcro.
- Add address
Creates a new shipping, billing or primary address for a Pelcro customer.
- Add coupon
Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off.
- Create Customer
Creates a new customer on your Pelcro site.
- Create Newsletter
Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details.
- Create Plan
Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior.
- Create Product
Creates a product in your Pelcro site. Plans and their prices are added under a product.
- Create Subscription
Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details.
- Get coupon
Returns a single coupon by id, including its code, discount, duration, redemption count and expiration.
- Get newsletter
Returns a single newsletter subscriber by id, including their email, name, lists and consent details.
- List newsletters
Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address.
- Update customer
Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged.
- Update Newsletter
Updates an existing newsletter subscriber's email, signup source, name, lists and consent details.
- 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
Pelcro and Wealthbox CRM, answered
What can start an automation from Pelcro?
Any of Pelcro's 5 triggers in the catalog, including Customer Created, Customer Updated, Newsletter Created and Newsletter Updated. 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 Pelcro?
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 Pelcro?
Yes. When something happens in Wealthbox CRM, your agent can act in Pelcro too. This page covers both directions: Wealthbox CRM's triggers and Pelcro's actions are listed here as well.
Do I have to build a connector for Pelcro 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 Pelcro 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.