--- title: "Connect SimplyBook.me and Wealthbox CRM - APIANT.ai" description: "When \"Updated Client \" fires in SimplyBook.me, your agent runs \"Create Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/simplybook-me-to-wealthbox-crm" --- # Connect SimplyBook.me and Wealthbox CRM When **Updated Client **fires in [SimplyBook.me](https://apiant.ai/connections/simplybook-me), your agent runs **Create Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Accept Invoice Payment** in SimplyBook.me. Describe the whole flow and it is built, tested on every scenario and kept running. SimplyBook.me **1** trigger SimplyBook.me **34** actions Wealthbox CRM **9** triggers Wealthbox CRM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SimplyBook.me 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 SimplyBook.me and Wealthbox CRM can do together ### From SimplyBook.me to Wealthbox CRM - When **Updated Client **in SimplyBook.me then **Create Contact** in Wealthbox CRM - When **Updated Client **in SimplyBook.me then **Find Contact** in Wealthbox CRM ### From Wealthbox CRM to SimplyBook.me - When **New Comment** in Wealthbox CRM then **Accept Invoice Payment** in SimplyBook.me - When **New Contact** in Wealthbox CRM then **Create Calendar Note** in SimplyBook.me 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 SimplyBook.me and Wealthbox CRM ## Triggers and actions 10 triggers · 47 actions - Trigger **Updated Client** Triggers when a client is added or any of a client's details (name, email, phone, address, subscription flags) change. - Action **Accept Invoice Payment** Marks an invoice as paid. - Action **Approve Booking** Approves a booking waiting for approval. - Action **Block Client** Blocks a client from booking. - Action **Cancel Booking** Cancels a booking. - Action **Create Booking** Books an appointment for a client with a service and provider at a given time. - Action **Create Booking Changed Webhook** Subscribes a URL to SimplyBook.me's booking-changed event, so it is called whenever a booking is edited. - Action **Create Calendar Note** Adds a note to the calendar, optionally blocking that time from bookings. - Action **Create Client** Adds a new client. - Action **Decline Booking** Declines a booking waiting for approval. - Action **Delete Calendar Note** Deletes a calendar note. - Action **Delete Client** Deletes a client. - Action **Find Bookings** Finds bookings by status, date, client, service, provider or text. - Action **Find Clients** Finds clients by name, email or phone. - Action **Find Invoices** Finds invoices by client, status, booking or date. - Action **Get Available Slots** Returns the open time slots for a service and provider on a day. - Action **Get Booking** Returns one booking by its ID, with its client, service, provider and status. - Action **Get Booking Links** Returns the links for a booking, such as the pages a client uses to view or cancel it. - Action **Get Calendar Note** Returns one calendar note by ID. - Action **Get Client** Returns one client by ID. - Action **Get First Available Slot** Returns the first open time slot for a service and provider, starting from a day. - Action **Get Invoice** Returns one invoice by ID, with its lines. - Action **Get Provider** Returns one provider by ID. - Action **Get Service** Returns one service by ID. - Action **List Booking Statuses** Returns the custom booking statuses set up for the company. - Action **List Locations** Returns the company's locations. - Action **List Providers** Returns the company's providers (staff members or resources). - Action **List Service Categories** Returns the company's service categories. - Action **List Services** Returns the company's services. - Action **Set Booking Comment** Saves a comment on a booking. - Action **Set Booking Status** Applies one of the company's custom statuses to a booking. - Action **Unblock Client** Lets a blocked client book again. - Action **Update Booking** Changes a booking's time, service, provider or client. - Action **Update Calendar Note** Changes a calendar note. - Action **Update Client** Changes a client's name, contact details or address. - 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 Contact** Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record. - 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 - [ **SimplyBook.me** SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers...](https://apiant.ai/connections/simplybook-me) - [ **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 SimplyBook.me - [ **SimplyBook.me to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/simplybook-me-to-slack) - [ **SimplyBook.me to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/simplybook-me-to-stripe) - [ **SimplyBook.me to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/simplybook-me-to-trello) - [ **SimplyBook.me to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/simplybook-me-to-zoom) - [ **SimplyBook.me to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/simplybook-me-to-twilio) - [ **SimplyBook.me to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/simplybook-me-to-typeform) ## 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 ## SimplyBook.me and Wealthbox CRM, answered ### ### What can start an automation from SimplyBook.me? Any of SimplyBook.me's 1 trigger in the catalog, including Updated Client. 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 SimplyBook.me? 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 SimplyBook.me? Yes. When something happens in Wealthbox CRM, your agent can act in SimplyBook.me too. This page covers both directions: Wealthbox CRM's triggers and SimplyBook.me's actions are listed here as well. ### ### Do I have to build a connector for SimplyBook.me 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 SimplyBook.me 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.