--- title: "Connect StealthSeminar to Wealthbox CRM - APIANT.ai" description: "When \"New Registered Attendee\" fires in StealthSeminar, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/stealthseminar-to-wealthbox-crm" --- # Connect StealthSeminar to Wealthbox CRM When **New Registered Attendee** fires in [StealthSeminar](https://apiant.ai/connections/stealthseminar), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm). Describe the whole flow and it is built, tested on every scenario and kept running. StealthSeminar **19** triggers 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 StealthSeminar 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 StealthSeminar can start in Wealthbox CRM - When **New Registered Attendee** in StealthSeminar then **Find Contact** in Wealthbox CRM - When **15 Minutes Prior** in StealthSeminar then **Get contact** in Wealthbox CRM 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 StealthSeminar and Wealthbox CRM ## Triggers and actions 28 triggers · 12 actions - Trigger **15 Minutes Prior** Triggers when there are 15 minutes until a webinar begins. (Advanced plugin only) - Trigger **1 Hour Prior** Triggers when there is 1 hour until a webinar begins. (Advanced plugin only) - Trigger **24 Hours Prior** Triggers when there are 24 hours until a webinar begins. (Advanced plugin only) - Trigger **3 Hours Prior** Triggers when there are 3 hours until a webinar begins. (Advanced plugin only) - Trigger **48 Hours Prior** Triggers when there are 48 hours until a webinar begins. (Advanced plugin only) - Trigger **5 Minutes Prior** Triggers when there are 5 minutes until a webinar begins. (Advanced plugin only) - Trigger **6 Hours Prior** Triggers when there are 6 hours until a webinar begins. (Advanced plugin only) - Trigger **Attends a Replay** Triggers when someone attends an automated replay. (Advanced plugin only) - Trigger **Attends a Webinar** Triggers when a viewer attends a webinar. (Advanced plugin only) - Trigger **CTA Clicked** Triggers when a user interacts with a call-to-action. (Advanced plugin only) - Trigger **CTA Viewed** Triggers when a call-to-action is shown to a viewer. (Advanced plugin only) - Trigger **Joined After** Triggers when a viewer joins the webinar after a certain time. (Advanced plugin only) - Trigger **Left Before** Triggers when a viewer leaves the webinar before a certain time. (Advanced plugin only) - Trigger **Missed a Webinar** Triggers when someone misses a webinar. (Advanced plugin only) - Trigger **New Registered Attendee** Triggers when someone registers for a webinar. - Trigger **Product Is Purchased** Triggers when a conversion tracking pixel is activated. (Advanced plugin only) - Trigger **Replay About to Expire** Triggers when an automated replay will soon expire. (Advanced plugin only) - Trigger **Replay Available** Triggers when an automated replay becomes available. (Advanced plugin only) - Trigger **Stayed Until** Triggers when a viewer stays at the webinar until a certain time. (Advanced plugin only) - 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 - [ **StealthSeminar** StealthSeminar is a webinar platform to run pre-recorded webinars as if they are live to better leverage...](https://apiant.ai/connections/stealthseminar) - [ **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 StealthSeminar - [ **StealthSeminar to Clockify** Clockify is a completely free time tracking software for teams.](https://apiant.ai/connect/stealthseminar-to-clockify) - [ **StealthSeminar to Scribeless** Handwritten notes feel special. Our technology helps brands automate handwritten marketing and deliver...](https://apiant.ai/connect/stealthseminar-to-scribeless) - [ **StealthSeminar to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/stealthseminar-to-hubspot) - [ **StealthSeminar to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/stealthseminar-to-salesforce) - [ **StealthSeminar to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/stealthseminar-to-slack) - [ **StealthSeminar to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/stealthseminar-to-google-sheets) ## 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 ## StealthSeminar and Wealthbox CRM, answered ### ### What can start an automation from StealthSeminar? Any of StealthSeminar's 19 triggers in the catalog, including New Registered Attendee, 15 Minutes Prior, 1 Hour Prior and 24 Hours Prior. 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 StealthSeminar? 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 StealthSeminar? Wealthbox CRM has no triggers in the catalog today, so automations start in StealthSeminar. If you need the other direction, ask: your agent reads Wealthbox CRM's API documentation and adds it. ### ### Do I have to build a connector for StealthSeminar 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 StealthSeminar and Wealthbox CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Wealthbox CRM 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.