--- title: "Connect Postman and Wealthbox CRM - APIANT.ai" description: "When \"New Collection\" fires in Postman, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/postman-to-wealthbox-crm" --- # Connect Postman and Wealthbox CRM When **New Collection** fires in [Postman](https://apiant.ai/connections/postman), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create Collection** in Postman. Describe the whole flow and it is built, tested on every scenario and kept running. Postman **5** triggers Postman **26** actions Wealthbox CRM **9** triggers Wealthbox CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Postman and Wealthbox CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Postman and Wealthbox CRM can do together ### From Postman to Wealthbox CRM - When **New Collection** in Postman then **Find Contact** in Wealthbox CRM - When **New Environment** in Postman then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Postman - When **New Comment** in Wealthbox CRM then **Create Collection** in Postman - When **New Contact** in Wealthbox CRM then **Create Environment** in Postman 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 Postman and Wealthbox CRM ## Triggers and actions 14 triggers · 38 actions - Trigger **New Collection** Triggered when a new collection is created. - Trigger **New Environment** Triggers when you need to list environments. Optionally filter by workspace. - Trigger **New Mock Server** Triggers when you need to list mock servers. Optionally filter by workspace. - Trigger **New Monitor** Triggered when a new monitor is created in Postman. - Trigger **New Workspace** Triggered when a new workspace is created. - Action **Create Collection** Creates a new Postman collection. - Action **Create Environment** Creates a new Postman environment with optional variables. - Action **Create Folder** Creates a folder inside a collection. - Action **Create Mock Server** Creates a new mock server from a collection. - Action **Create Monitor** Creates a new Postman monitor for a collection. - Action **Create Request** Creates a new request in a Postman collection. - Action **Create Workspace** Creates a new Postman workspace. - Action **Delete Collection** Delete a collection by ID. - Action **Delete Environment** Delete an environment by ID. - Action **Delete Mock Server** Delete a mock server by ID. - Action **Delete Monitor** Delete a monitor by ID. - Action **Delete Workspace** Delete a workspace by ID. - Action **Find Collection by ID** Returns a single collection by ID. - Action **Find Environment by ID** Returns a single environment by ID. - Action **Find Mock Server by ID** Returns a single mock server by ID. - Action **Find Monitor by ID** Returns a single monitor by ID. - Action **Find Workspace by ID** Returns a single workspace by ID. - Action **List Collections** List all collections accessible to the API key, optionally filtered by workspace. - Action **List Environments** List all environments accessible to the API key, optionally filtered by workspace. - Action **List Workspaces** List all workspaces accessible to the API key. - Action **Run Monitor** Runs a Postman monitor and returns the run results. - Action **Update Collection** Replaces an existing collection with the name, requests and settings you supply. - Action **Update Environment** Updates an existing environment. - Action **Update Mock Server** Update a mock server's config. - Action **Update Monitor** Updates an existing monitor. - Action **Update Workspace** Updates an existing workspace. - Trigger **New Comment** Triggers when a new comment is added to a record in Wealthbox, such as a contact or task. - Trigger **New Contact** Triggers when a new contact is created in Wealthbox. - Trigger **New Event** Triggered when a new event is created in Wealthbox. - Trigger **New Note** Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags. - Trigger **New Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project is created in Wealthbox. - Trigger **New Task** Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator. - Trigger **New Workflow** Triggered when a new workflow is created in Wealthbox. - Trigger **Task Complete** Triggers when a task is marked complete in Wealthbox. - Action **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. - Action **Create Household** Creates a new household in Wealthbox and returns the household record. - Action **Create Project** Creates a new project in Wealthbox and returns the created project. - Action **Delete contact** Deletes an existing contact from your Wealthbox workspace. - Action **Delete household member** Removes a contact from a household in Wealthbox and returns the updated household with its remaining members. - Action **Delete task** Deletes an existing task from the Wealthbox workspace and returns the deleted task. - Action **Find Contact** Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag. - Action **Get contact** Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields. - Action **Get opportunity** Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields. - Action **Get task** Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields. - Action **List tasks** Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time. - Action **Update project** Updates the name or description of an existing project in Wealthbox CRM. ## Each app on its own - [ **Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connections/postman) - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-crm) Reviews ## What our customers say ## More from Postman - [ **Postman to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/postman-to-wix) - [ **Postman to adresse.data.gouv.fr** adresse.data.gouv.fr is the French government's official national address database and geocoding service.](https://apiant.ai/connect/postman-to-adresse-data-gouv-fr) - [ **Postman to Clerk** Clerk is a user authentication and management platform that lets developers add sign-in, profiles, and...](https://apiant.ai/connect/postman-to-clerk) - [ **Postman to Cloudsmith** Cloudsmith is the preferred software platform for securely storing and sharing packages and containers.](https://apiant.ai/connect/postman-to-cloudsmith) - [ **Postman to Connecteam** Connecteam is an employee management app connecting the frontline employees and streamlining all work...](https://apiant.ai/connect/postman-to-connecteam) - [ **Postman to Frankfurter** Frankfurter publishes foreign exchange reference rates from the European Central Bank.](https://apiant.ai/connect/postman-to-frankfurter) ## More into Wealthbox CRM - [ **HubSpot to Wealthbox CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wealthbox-crm) - [ **Salesforce to Wealthbox CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wealthbox-crm) - [ **Slack to Wealthbox CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wealthbox-crm) - [ **Google Sheets to Wealthbox CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wealthbox-crm) - [ **Gmail to Wealthbox CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wealthbox-crm) - [ **Google Calendar to Wealthbox CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wealthbox-crm) Questions ## Postman and Wealthbox CRM, answered ### ### What can start an automation from Postman? Any of Postman's 5 triggers in the catalog, including New Collection, New Environment, New Mock Server and New Monitor. 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 Postman? 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 Postman? Yes. When something happens in Wealthbox CRM, your agent can act in Postman too. This page covers both directions: Wealthbox CRM's triggers and Postman's actions are listed here as well. ### ### Do I have to build a connector for Postman 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 Postman 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.