Integration
Connect Teamup Calendar and Wealthbox CRM
When New Event fires in Teamup Calendar, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Add Comment in Teamup Calendar. 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 Teamup Calendar 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)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 Teamup Calendar and Wealthbox CRM can do together
From Teamup Calendar to Wealthbox CRM
When New Event in Teamup Calendar
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Teamup Calendar
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 Teamup Calendar and Wealthbox CRM
Triggers and actions 15 triggers · 23 actions
- Event Cancelled
Triggers when an event is cancelled (deleted) on your Teamup calendar. Polls the calendar's change feed and emits each newly deleted event.
- Event Ended
Triggers when an event on your Teamup calendar has ended. Polls the last day of events and emits each one whose end time has passed.
- Event Start
Triggers when an event on your Teamup calendar has started. Polls the last day of events and emits each one whose start time has passed.
- New Event
Triggers when a new event is added to your Teamup calendar.
- New Event Matching Search
Triggers when a new event matching your search keywords appears on your Teamup calendar.
- New or Updated Event
Triggers when an event is added or changed on your Teamup calendar.
- Add Comment
Posts a comment on an event in your Teamup calendar. Returns the created comment, including its id and creation time.
- Add Signup
Signs a person up for an event on your Teamup calendar. Returns the created signup, including its id and creation time.
- Create Event
Creates a new event on your Teamup calendar, including any custom event fields defined on the calendar. Returns the created event.
- Delete Event
Deletes an event from your Teamup calendar. Returns an undo token for the deletion.
- Find Event Matching Remote ID
Finds the event on your Teamup calendar carrying a given remote id. Searches the supplied date range and returns the matching event.
- Find Events
Searches your Teamup calendar for events matching a keyword within a date range. Returns the matching events.
- Get Event
Returns a single event from your Teamup calendar, including its custom field values, change history and reminders.
- Get Sub-Calendar
Returns a single sub-calendar from your Teamup calendar with all its details.
- List Events
Returns the events on your Teamup calendar for a date range, optionally limited to selected sub-calendars.
- List Sub-Calendars
Returns the sub-calendars on your Teamup calendar.
- Update Event
Updates an existing event on your Teamup calendar, including any custom event fields defined on the calendar. Returns the updated event.
- 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 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 Teamup Calendar
Teamup Calendar to GroqGroq is a provider of fast LPUs and cloud tools to accelerate AI inference at scale and low cost.
Teamup Calendar to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Teamup Calendar to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Teamup Calendar to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Teamup Calendar to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Teamup Calendar to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
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.
Slack to Wealthbox CRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
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
Teamup Calendar and Wealthbox CRM, answered
What can start an automation from Teamup Calendar?
Any of Teamup Calendar's 6 triggers in the catalog, including New Event, New Event Matching Search, New or Updated Event and Event Ended. 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 Teamup Calendar?
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 Teamup Calendar?
Yes. When something happens in Wealthbox CRM, your agent can act in Teamup Calendar too. This page covers both directions: Wealthbox CRM's triggers and Teamup Calendar's actions are listed here as well.
Do I have to build a connector for Teamup Calendar 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 Teamup Calendar 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.