Integration
Connect Pinpoint and Wealthbox CRM
When New Application fires in Pinpoint, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add comment in Pinpoint. 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 Pinpoint 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 Pinpoint and Wealthbox CRM can do together
From Pinpoint to Wealthbox CRM
When New Application in Pinpoint
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Pinpoint
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 Pinpoint and Wealthbox CRM
Triggers and actions 13 triggers · 29 actions
- Application Stage Update
Triggers when an application moves to a different hiring stage in Pinpoint.
- New Application
Triggers when a new job application is submitted in Pinpoint.
- New Job
Triggers when a new job is created in Pinpoint, returning the job's details and custom field values.
- New Talent Pipeline Candidate
Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint.
- Add application
Creates a new application (candidate applying) for a job in Pinpoint.
- Add comment
Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment.
- Add job
Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links.
- Add requisition
Creates a requisition in Pinpoint from a requisition template and returns the new requisition.
- Get application
Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes.
- Get candidate
Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes.
- Get job
Returns one job by its id, including its custom field values and any related records you ask for.
- List applications
Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria.
- List candidates
Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status.
- List comments
Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date.
- List interviews
Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance.
- List job postings
Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates.
- List jobs
Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more.
- List requisitions
Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date.
- List users
Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for.
- Update application
Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter.
- Update candidate
Updates an existing candidate's personal and contact details in Pinpoint.
- 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
Pinpoint and Wealthbox CRM, answered
What can start an automation from Pinpoint?
Any of Pinpoint's 4 triggers in the catalog, including New Application, New Job, New Talent Pipeline Candidate and Application Stage Update. 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 Pinpoint?
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 Pinpoint?
Yes. When something happens in Wealthbox CRM, your agent can act in Pinpoint too. This page covers both directions: Wealthbox CRM's triggers and Pinpoint's actions are listed here as well.
Do I have to build a connector for Pinpoint 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 Pinpoint 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.