--- title: "Connect TidyHQ and Wealthbox CRM - APIANT.ai" description: "When \"Contact Added to Group\" fires in TidyHQ, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/tidyhq-to-wealthbox-crm" --- # Connect TidyHQ and Wealthbox CRM When **Contact Added to Group** fires in [TidyHQ](https://apiant.ai/connections/tidyhq), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add Contact Note** in TidyHQ. Describe the whole flow and it is built, tested on every scenario and kept running. TidyHQ **10** triggers TidyHQ **19** 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 TidyHQ 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 TidyHQ and Wealthbox CRM can do together ### From TidyHQ to Wealthbox CRM - When **Contact Added to Group** in TidyHQ then **Find Contact** in Wealthbox CRM - When **Contact Created** in TidyHQ then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to TidyHQ - When **New Comment** in Wealthbox CRM then **Add Contact Note** in TidyHQ - When **New Contact** in Wealthbox CRM then **Create Contact** in TidyHQ 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 TidyHQ and Wealthbox CRM ## Triggers and actions 19 triggers · 31 actions - Trigger **Contact Activated** Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash). - Trigger **Contact Added to Group** Triggers when a contact has been added to a group. - Trigger **Contact Created** Triggers when a new contact has been created for the first time. - Trigger **Contact Deactivated** Triggers when a contact has been deleted. - Trigger **Contact Removed From Group** Triggers when a contact has been removed from a group. - Trigger **Event Deleted** Triggers when an event is deleted. - Trigger **Event Ticket Created** Triggers when an event ticket is created. - Trigger **Event Ticket Deleted** Triggers when an event ticket is deleted. - Trigger **Event Ticket Updated** Triggers when an event ticket is updated. - Trigger **Event Updated** Triggers when an event is updated. - Action **Add Contact Note** Adds a note to a TidyHQ contact. - Action **Add Contact To Group** Adds an existing TidyHQ contact to one of your groups. - Action **Add Event Ticket** Creates a new ticket type on a TidyHQ event. - Action **Add invoice** Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact. - Action **Create Contact** Creates a new contact in your TidyHQ organisation. - Action **Delete Contact** Deletes a contact from your TidyHQ organisation. - Action **Delete Contact Note** Deletes a note from a TidyHQ contact. - Action **Delete Event** Deletes an event from your TidyHQ organisation. - Action **Delete Event Ticket** Deletes a ticket type from a TidyHQ event. - Action **Find Contact** Finds contacts in your TidyHQ organisation whose details match the search text. - Action **Get contact** Returns a single TidyHQ contact by its id, including its custom field values. - Action **Get event** Returns a single TidyHQ event by its ID, with all of its details. - Action **List contacts** Returns the contacts in your TidyHQ organisation, optionally narrowed by search text. - Action **List event tickets** Returns the ticket types available on a TidyHQ event. - Action **List groups** Returns the contact groups in your TidyHQ organisation. - Action **Remove Contact From Group** Removes a contact from a TidyHQ group. - Action **Update Contact** Updates an existing TidyHQ contact's details. Only the fields you fill in are changed. - Action **Update Event** Updates an existing TidyHQ event's name, times, location or description. - Action **Update Event Ticket** Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not changed. - 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 - [ **TidyHQ** When your group needs to collect membership dues, communicate with everyone and keep track of your finances...](https://apiant.ai/connections/tidyhq) - [ **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 TidyHQ - [ **TidyHQ to Google Cloud Scheduler** Managed cron service for scheduling HTTP, Pub/Sub and App Engine jobs on Google Cloud.](https://apiant.ai/connect/tidyhq-to-google-cloud-scheduler) - [ **TidyHQ to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/tidyhq-to-trello) - [ **TidyHQ to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/tidyhq-to-zoom) - [ **TidyHQ to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/tidyhq-to-twilio) - [ **TidyHQ to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/tidyhq-to-typeform) - [ **TidyHQ to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/tidyhq-to-webflow) ## 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 ## TidyHQ and Wealthbox CRM, answered ### ### What can start an automation from TidyHQ? Any of TidyHQ's 10 triggers in the catalog, including Contact Added to Group, Contact Created, Contact Removed From Group and Event Ticket Created. 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 TidyHQ? 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 TidyHQ? Yes. When something happens in Wealthbox CRM, your agent can act in TidyHQ too. This page covers both directions: Wealthbox CRM's triggers and TidyHQ's actions are listed here as well. ### ### Do I have to build a connector for TidyHQ 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 TidyHQ 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.