--- title: "Connect SendGrid and Wealthbox CRM - APIANT.ai" description: "When \"New bounce\" fires in SendGrid, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/sendgrid-to-wealthbox-crm" --- # Connect SendGrid and Wealthbox CRM When **New bounce** fires in [SendGrid](https://apiant.ai/connections/sendgrid), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Contact** in Wealthbox CRM to **Create or update contact** in SendGrid. Describe the whole flow and it is built, tested on every scenario and kept running. SendGrid **4** triggers SendGrid **10** actions Wealthbox CRM **5** triggers Wealthbox CRM **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SendGrid 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 SendGrid and Wealthbox CRM can do together ### From SendGrid to Wealthbox CRM - When **New bounce** in SendGrid then **Find Contact** in Wealthbox CRM - When **New global suppression** in SendGrid then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to SendGrid - When **New Contact** in Wealthbox CRM then **Create or update contact** in SendGrid - When **New Event** in Wealthbox CRM then **Send an email** in SendGrid 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 SendGrid and Wealthbox CRM ## Triggers and actions 9 triggers · 20 actions - Trigger **New bounce** Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce. - Trigger **New global suppression** Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email. - Trigger **New or updated recipient** Triggered when a recipient is created or updated. - Trigger **New suppressed email** Triggered when a new email is suppressed. - Action **Add to suppression group** Add a recipient's email to a SendGrid suppression group (unsubscribe group). - Action **Create custom field** Creates a new custom field. - Action **Create list** Creates a new marketing contact list via the v3 Marketing Lists API. - Action **Create or update contact** Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists. - Action **Create or update recipient** Creates a new recipient if the email does not exist, otherwise updates the existing recipient. - Action **Delete contacts** Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API. - Action **Get contact by email** Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint. - Action **Remove from suppression group** Remove a recipient's email from a SendGrid suppression group (unsubscribe group). - Action **Send an email** Sends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body. - Action **Send an email using template** Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object. - 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 Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project 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 **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. ## Each app on its own - [ **SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connections/sendgrid) - [ **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 SendGrid - [ **SendGrid to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/sendgrid-to-mailchimp) - [ **SendGrid to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sendgrid-to-stripe) - [ **SendGrid to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sendgrid-to-shopify) - [ **SendGrid to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sendgrid-to-trello) - [ **SendGrid to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sendgrid-to-webflow) - [ **SendGrid to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/sendgrid-to-anthropic) ## 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 ## SendGrid and Wealthbox CRM, answered ### ### What can start an automation from SendGrid? Any of SendGrid's 4 triggers in the catalog, including New bounce, New global suppression, New or updated recipient and New suppressed email. 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 SendGrid? Any of Wealthbox CRM's 10 actions, including Create Household, Add Member to Household, Find Contact and Get contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wealthbox CRM to SendGrid? Yes. When something happens in Wealthbox CRM, your agent can act in SendGrid too. This page covers both directions: Wealthbox CRM's triggers and SendGrid's actions are listed here as well. ### ### Do I have to build a connector for SendGrid 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 SendGrid 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.