Integration
Connect Salesmsg and Wealthbox CRM
When Contact Updated fires in Salesmsg, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add Tag to Contact in Salesmsg. 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 Salesmsg 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 Salesmsg and Wealthbox CRM can do together
From Salesmsg to Wealthbox CRM
When Contact Updated in Salesmsg
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Salesmsg
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 Salesmsg and Wealthbox CRM
Triggers and actions 15 triggers · 35 actions
- Contact Updated
Triggers when a contact in Salesmsg is created or updated.
- Missed Incoming Phone Call
Triggers when an incoming phone call to your Salesmsg number is missed.
- New Contact
Triggers when a new contact is created in Salesmsg.
- New Contact Opted-Out
Triggers when a contact in Salesmsg is opted out of text messaging.
- New or Updated Conversation
Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.
- New Phone Call Received
Triggers when a new incoming phone call is logged in Salesmsg call history.
- Add broadcast
Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.
- Add tag
Creates a new tag in your Salesmsg account that can then be applied to contacts.
- Add Tag to Contact
Adds an existing tag to a Salesmsg contact.
- Assign conversation
Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.
- Close conversation
Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.
- Create Note
Creates a note on a Salesmsg contact.
- Create or Update Contact
Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.
- Delete contact
Deletes a contact from your Salesmsg account.
- Delete note
Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.
- Find Contact
Finds contacts whose name, email or phone number matches a search term.
- Find Salesmsg Member
Searches the members of your Salesmsg organization by name or email and returns the matches.
- Get contact
Returns a Salesmsg contact by its id, including its tags, notes and custom field values.
- Get conversation
Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.
- List conversations
Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.
- List tags
Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.
- List teams
Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.
- Opt-in a contact
Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.
- Opt-Out a Contact
Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.
- Phone Number Lookup (PhoneCheckr)
Looks up a phone number and returns its formatted form, country, carrier and line type.
- Remove Tag From Contact
Removes a tag from a Salesmsg contact.
- Send a Text Message (SMS / MMS)
Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.
- Update contact custom field
Updates the value of one custom field on a Salesmsg contact and returns the updated contact.
- Update note
Updates the text of an existing note on a Salesmsg contact.
- 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 Salesmsg
Salesmsg to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesmsg to StripeStripe is a payment processing platform for online businesses.
Salesmsg to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salesmsg to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Salesmsg to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Salesmsg to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Wealthbox CRM
HubSpot to Wealthbox CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Wealthbox CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
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
Salesmsg and Wealthbox CRM, answered
What can start an automation from Salesmsg?
Any of Salesmsg's 6 triggers in the catalog, including Contact Updated, New Contact, New Contact Opted-Out and New or Updated Conversation. 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 Salesmsg?
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 Salesmsg?
Yes. When something happens in Wealthbox CRM, your agent can act in Salesmsg too. This page covers both directions: Wealthbox CRM's triggers and Salesmsg's actions are listed here as well.
Do I have to build a connector for Salesmsg 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 Salesmsg 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.