Integration
Connect Salesflare and Wealthbox CRM
When New Account fires in Salesflare, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add Contact to Account in Salesflare. 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 Salesflare 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 Salesflare and Wealthbox CRM can do together
From Salesflare to Wealthbox CRM
When New Account in Salesflare
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Salesflare
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 Salesflare and Wealthbox CRM
Triggers and actions 11 triggers · 34 actions
- New Account
Triggers when a new account is created in Salesflare.
- New Task
Triggers when a new task is created in Salesflare.
- Add Contact to Account
Links an existing contact to a Salesflare account.
- Add tag
Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.
- Add User to Account
Adds a Salesflare user (team member) to an account's team.
- Create Call
Logs a call in Salesflare with the given contacts as participants.
- Create Opportunity
Creates an opportunity (deal) on a Salesflare account and returns its id.
- Create Task
Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users.
- Delete contact
Deletes a contact from Salesflare.
- Delete opportunity
Deletes an opportunity in Salesflare.
- Delete task
Deletes a task in Salesflare.
- Find Account
Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.
- Find Contact
Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.
- Find Person
Finds Salesflare persons by name, email, ID or free-text search and returns the matches.
- Find User
Finds Salesflare users by name, email, id or free-text search.
- Find Workflow
Finds workflows in Salesflare whose name matches the search text.
- Get opportunity
Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.
- List tags
Returns the tags in your Salesflare account, optionally filtered by name or ID.
- Remove Contact From Workflow
Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps.
- Update Contact
Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed.
- Update internal note
Updates the text, mentions or date of an existing internal note on a Salesflare account.
- Update meeting
Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed.
- Update Opportunity
Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.
- Update task
Updates an existing Salesflare task's description, due date, linked account, assignees or completion status.
- 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
Salesflare and Wealthbox CRM, answered
What can start an automation from Salesflare?
Any of Salesflare's 2 triggers in the catalog, including New Account and New Task. 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 Salesflare?
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 Salesflare?
Yes. When something happens in Wealthbox CRM, your agent can act in Salesflare too. This page covers both directions: Wealthbox CRM's triggers and Salesflare's actions are listed here as well.
Do I have to build a connector for Salesflare 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 Salesflare 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.