--- title: "Connect Senta and Wealthbox CRM - APIANT.ai" description: "When \"Job Completed\" fires in Senta, your agent runs \"Find Contact\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Create a New Client\" in Senta." canonical: "https://apiant.ai/connect/senta-to-wealthbox-crm" --- # Connect Senta and Wealthbox CRM When **Job Completed** fires in [Senta](https://apiant.ai/connections/senta), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create a New Client** in Senta. Describe the whole flow and it is built, tested on every scenario and kept running. Senta **6** triggers Senta **7** actions Wealthbox CRM **9** triggers Wealthbox CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Senta 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 Senta and Wealthbox CRM can do together ### From Senta to Wealthbox CRM - When **Job Completed** in Senta then **Find Contact** in Wealthbox CRM - When **Job Created** in Senta then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Senta - When **New Comment** in Wealthbox CRM then **Create a New Client** in Senta - When **New Contact** in Wealthbox CRM then **Create a New Note** in Senta 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 Senta and Wealthbox CRM ## Triggers and actions 15 triggers · 19 actions - Trigger **Job Becomes Overdue** Triggers when a job in Senta becomes overdue, optionally only for one client or one job template. - Trigger **Job Becomes Ready** Triggers when a job in Senta becomes ready, optionally only for one client or job template. - Trigger **Job Cancelled** Triggers when a job in Senta is cancelled, optionally limited to one client or job template. - Trigger **Job Completed** Triggers when a job in Senta is completed, optionally only for one client or job template. - Trigger **Job Created** Triggers when a new job is created in Senta, optionally only for a specific client or job template. - Trigger **Job Updated** Triggers when a job is updated in Senta, firing once for each change to a job's details. - Action **Create a New Client** Creates a new client company in your Senta practice and returns its id. - Action **Create a New Note** Creates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note. - Action **Delete client** Deletes a client from your Senta practice by its ID. - Action **Find a Client** Returns the Senta clients whose details match the keywords you search for, with each client's id and name. - Action **Get client** Returns one client company by its ID, including the fields your practice has customised and the client's contacts. - Action **List jobs** Returns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status. - Action **Update a Client** Updates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update. - Trigger **New Comment** Triggers when a new comment is added to a record in Wealthbox, such as a contact or task. - 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 Note** Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags. - 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 **New Task** Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator. - Trigger **New Workflow** Triggered when a new workflow 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 **Create Project** Creates a new project in Wealthbox and returns the created project. - 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. - Action **Update project** Updates the name or description of an existing project in Wealthbox CRM. ## Each app on its own - [ **Senta** Senta is a cloud practice management software including marketing, workflow, email automation, secure...](https://apiant.ai/connections/senta) - [ **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 Senta - [ **Senta to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/senta-to-slack) - [ **Senta to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/senta-to-stripe) - [ **Senta to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/senta-to-shopify) - [ **Senta to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/senta-to-trello) - [ **Senta to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/senta-to-zoom) - [ **Senta to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/senta-to-twilio) ## 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 ## Senta and Wealthbox CRM, answered ### ### What can start an automation from Senta? Any of Senta's 6 triggers in the catalog, including Job Completed, Job Created, Job Updated and Job Becomes Overdue. 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 Senta? 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 Senta? Yes. When something happens in Wealthbox CRM, your agent can act in Senta too. This page covers both directions: Wealthbox CRM's triggers and Senta's actions are listed here as well. ### ### Do I have to build a connector for Senta 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 Senta 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.