Integration
Connect Scoro and Wealthbox CRM
When New Bill fires in Scoro, your agent runs Create Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Create or Update Invoice in Scoro. 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 Scoro 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Scoro and Wealthbox CRM can do together
From Scoro to Wealthbox CRM
When New Bill in Scoro
then Create Contact in Wealthbox CRM
From Wealthbox CRM to Scoro
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 Scoro and Wealthbox CRM
Triggers and actions 31 triggers · 33 actions
- New Bill
Triggers when a new bill is created in Scoro.
- New Calendar Event
Triggers when a new calendar event is created in Scoro.
- New Company
Triggers when a new company is created in Scoro.
- New Invoice
Triggers when a new invoice is created in Scoro.
- New Order
Triggers when a new order is created in Scoro.
- New or Updated Bill
Triggers when a bill is created or changed in Scoro.
- New or Updated Calendar Event
Triggers when a calendar event is created or changed in Scoro.
- New or Updated Company
Triggers when a company is created or changed in Scoro.
- New or Updated Custom Entry
Triggers when an entry in a Scoro custom module is created or changed.
- New or Updated Expense
Triggers when a expense is created or changed in Scoro.
- New or Updated Invoice
Triggers when a invoice is created or changed in Scoro.
- New or Updated Order
Triggers when a order is created or changed in Scoro.
- New or Updated Person
Triggers when a person is created or changed in Scoro.
- New or Updated Project
Triggers when a project is created or changed in Scoro.
- New or Updated Purchase Order
Triggers when a purchase order is created or changed in Scoro.
- New or Updated Quote
Triggers when a quote is created or changed in Scoro.
- New or Updated Task
Triggers when a task is created or changed in Scoro.
- New Person
Triggers when a new person is created in Scoro.
- New Project
Triggers when a new project is created in Scoro.
- New Purchase Order
Triggers when a new purchase order is created in Scoro.
- New Quote
Triggers when a new quote is created in Scoro.
- New Task
Triggers when a new task is created in Scoro.
- Create Expense
Creates an expense in Scoro.
- Create or Update Company
Creates a company in Scoro, or updates it when an ID is given.
- Create or Update Custom Entry
Creates an entry in a Scoro custom module, or updates it when an ID is given.
- Create or Update Invoice
Creates a invoice in Scoro, or updates it when an ID is given.
- Create or Update Person
Creates a person in Scoro, or updates the person with the given ID.
- Create or Update Quote
Creates a quote in Scoro, or updates it when an ID is given.
- Create Time Entry on Task
Logs a time entry on an existing Scoro task.
- Find Company
Finds a company by name, ID, registration number or VAT number.
- Find Custom Entry by Custom Field
Finds an entry in a Scoro custom module by a custom field value.
- Find Invoice
Finds an invoice by invoice number.
- Find Order
Finds an order by order number.
- Find Person
Finds a person in Scoro by full name, email address or contact ID.
- Find Project
Finds a project by name or project number.
- Find Purchase Order
Finds a purchase order by its number.
- Find Quote
Finds a quote by quote number.
- Find Task by Custom Field
Finds a task by a custom field value.
- Find Task by Name
Finds a task by its name.
- Find User
Finds a Scoro user by email address.
- Mark Task as Done
Marks a Scoro task as done.
- Update Task Under a Project
Updates a task that belongs to a project.
- 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 Contact
Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record.
- 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 Scoro
Scoro to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Scoro to StripeStripe is a payment processing platform for online businesses.
Scoro to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Scoro to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Scoro to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Scoro 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
Scoro and Wealthbox CRM, answered
What can start an automation from Scoro?
Any of Scoro's 22 triggers in the catalog, including New Bill, New Calendar Event, New Company and New Invoice. 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 Scoro?
Any of Wealthbox CRM's 13 actions, including Create Contact, Create Household, Create Project and Update project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Scoro?
Yes. When something happens in Wealthbox CRM, your agent can act in Scoro too. This page covers both directions: Wealthbox CRM's triggers and Scoro's actions are listed here as well.
Do I have to build a connector for Scoro 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 Scoro 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.