Integration
Connect Quo and Wealthbox CRM
When List Phone Numbers fires in Quo, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add contact in Quo. 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 Quo 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 Quo and Wealthbox CRM can do together
From Quo to Wealthbox CRM
When List Phone Numbers in Quo
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Quo
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 Quo and Wealthbox CRM
Triggers and actions 10 triggers · 37 actions
- List Phone Numbers
Triggers when a new phone number is added to your Quo workspace.
- Add contact
Adds a new contact to your Quo workspace, with name, company, role, emails, phone numbers and custom field values.
- Add task
Creates a task in Quo linked to a phone number, a conversation, or a conversation activity, optionally with a due date and an assigned user.
- Create or Update Contact
Finds a Quo contact by your External ID and updates it, or creates a new contact with that External ID when none exists. Fields left blank on an update keep their current values.
- Delete contact
Deletes a contact from your Quo workspace.
- Delete task
Deletes a task from your Quo workspace.
- Get a Message by ID
Returns a single text message by its ID, including its sender, recipients, content, direction, delivery status and any attached media.
- Get a Summary for a Call
Returns the AI-generated summary of a call, including key points discussed, suggested next steps, and any Sona job results. Call summaries are available on Business and Scale plans.
- Get a Transcription for a Call
Returns the transcript of a call, including each spoken segment with its speaker and timing. Transcripts are available on Quo Business and Scale plans.
- Get call
Returns a single Quo call by its ID, including its direction, status, participants, duration and timestamps.
- Get contact
Returns a single Quo contact by its ID, including name, company, role, phone numbers, emails and custom field values.
- Get phone number
Returns one of your Quo phone numbers, including its display name, number, forwarding setting, assigned users and calling/messaging restrictions.
- Get Recordings for a Call
Returns the recordings for a call, oldest segment first, with each recording's status, duration, file type and download URL.
- Get task
Returns a single Quo task by its ID, including its title, description, due date, assignee, linked conversation and completion status.
- Get user
Returns a user in your Quo workspace, including their name, email, role and profile picture.
- Get voicemail for a call
Returns the voicemail left on a call, including its status, length, transcript and a link to the audio. Fields stay blank while the voicemail is still processing.
- List Calls
Returns the calls between one of your Quo numbers and a specific external phone number, optionally limited to a date range.
- List contacts
Returns the contacts in your Quo workspace, optionally limited to contacts with specific external IDs or sources.
- List Conversations
Returns the conversations in your Quo workspace, newest activity first, optionally narrowed to specific Quo numbers, a user's access, or a created/updated date range.
- List Messages
Returns the text messages exchanged between one of your Quo numbers and the given participants, newest first, optionally filtered by sender and date range.
- List Phone Numbers
Returns the phone numbers in your Quo workspace along with the users who have access to each, optionally limited to one user's numbers.
- List tasks
Returns the tasks in your Quo workspace, including title, description, due date, assignee and completion status.
- List users
Returns every user in your Quo workspace, with their email, name, role and picture.
- Send a Message
Sends a text message from one of your Quo phone numbers to up to 10 recipients.
- Update contact
Updates an existing Quo contact's name, company, role, emails, phone numbers and custom fields. Fields you leave blank keep their current values.
- Update task
Updates the title and description of an existing Quo task.
- 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
More from Quo
Quo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Quo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Quo to StripeStripe is a payment processing platform for online businesses.
Quo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Quo to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Quo to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Wealthbox CRM
HubSpot to Wealthbox CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Wealthbox CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Wealthbox CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Wealthbox CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Quo and Wealthbox CRM, answered
What can start an automation from Quo?
Any of Quo's 1 trigger in the catalog, including List Phone Numbers. 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 Quo?
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 Quo?
Yes. When something happens in Wealthbox CRM, your agent can act in Quo too. This page covers both directions: Wealthbox CRM's triggers and Quo's actions are listed here as well.
Do I have to build a connector for Quo 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 Quo 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.