--- title: "Connect Timing and Wealthbox CRM - APIANT.ai" description: "When \"New Project\" fires in Timing, your agent runs \"Create Project\" in Wealthbox CRM, or \"New Comment\" in Wealthbox CRM to \"Create Project\" in Timing." canonical: "https://apiant.ai/connect/timing-to-wealthbox-crm" --- # Connect Timing and Wealthbox CRM When **New Project** fires in [Timing](https://apiant.ai/connections/timing), your agent runs **Create Project** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create Project** in Timing. Describe the whole flow and it is built, tested on every scenario and kept running. Timing **4** triggers Timing **21** 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 Timing 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 Timing and Wealthbox CRM can do together ### From Timing to Wealthbox CRM - When **New Project** in Timing then **Create Project** in Wealthbox CRM - When **New Team** in Timing then **Find Contact** in Wealthbox CRM ### From Wealthbox CRM to Timing - When **New Comment** in Wealthbox CRM then **Create Project** in Timing - When **New Contact** in Wealthbox CRM then **Update Project** in Timing 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 Timing and Wealthbox CRM ## Triggers and actions 13 triggers · 33 actions - Trigger **New Project** Triggered when a new project is created in Timing. - Trigger **New Team** Triggered when you are added to a new team in Timing. - Trigger **New Time Entry** Triggered when a new time entry is logged in Timing. - Trigger **New Timer Started and Running** Triggered when a new timer is started and is still running in Timing. - Action **Batch Update Time Entries** Updates several Timing time entries at once — moves them to a project, retitles them, sets notes, billing status or custom fields. Anything left blank is left untouched on the entries. - Action **Create Project** Creates a new project in Timing, optionally under a parent project, and returns the created project. - Action **Create Time Entry** Logs a finished block of work in Timing between a start and end time, optionally against a project, and returns the created time entry. - Action **Delete Project** Deletes a project in Timing, along with all of its child projects. - Action **Delete Time Entry** Deletes a time entry in Timing. - Action **Find Project** Searches your Timing projects by title and returns the first match, plus the full list of matches. - Action **Find Team** Finds a team you belong to in Timing by its name and returns the first match, plus every team whose name matched. - Action **Generate Report** Builds a time report in Timing over a date range, broken down by the columns you choose, and returns the report rows with their durations. - Action **Get Activity Hierarchy** Returns a readable breakdown of what you worked on in Timing over a date range, as tab-indented text grouped by project and app with durations. - Action **List Projects** Returns the projects you can see in Timing, optionally filtered by title, team, or hiding archived ones. - Action **List Team Members** Returns the active members of a Timing team. People with a pending invitation are not included. - Action **List Teams** Returns all the Timing teams you are a member of. - Action **List Time Entries** Returns your Timing time entries, optionally narrowed by date range, project, team member, search text or billing status. - Action **Show Latest Time Entry** Returns your most recent time entry in Timing. - Action **Show Project** Returns a single Timing project with its colour, notes, billing default, parent and child projects. - Action **Show Running Timer** Returns the timer that is currently running in Timing. Errors with a not-found if no timer is running. - Action **Show Time Entry** Returns a single Timing time entry with its times, duration, project, notes and billing status. - Action **Start Timer** Starts a running timer in Timing, stopping any timer that is already running, and returns the new entry. - Action **Stop Timer** Stops the timer that is currently running in Timing and returns the finished time entry. - Action **Update Project** Updates a Timing project's name, colour, notes, archive state or billing default. Anything left blank keeps its current value. - Action **Update Time Entry** Updates a Timing time entry — its times, project, title, notes or billing status. Anything left blank keeps its current value. - 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 - [ **Timing** Timing is an automatic time tracking app for macOS.](https://apiant.ai/connections/timing) - [ **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 Timing - [ **Timing to Quran-api** Quran-api is a free static service serving the text of the Quran across more than ninety languages and four...](https://apiant.ai/connect/timing-to-quran-api) - [ **Timing to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/timing-to-google-sheets) - [ **Timing to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/timing-to-trello) - [ **Timing to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/timing-to-zoom) - [ **Timing to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/timing-to-twilio) - [ **Timing to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/timing-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 ## Timing and Wealthbox CRM, answered ### ### What can start an automation from Timing? Any of Timing's 4 triggers in the catalog, including New Project, New Team, New Time Entry and New Timer Started and Running. 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 Timing? 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 Timing? Yes. When something happens in Wealthbox CRM, your agent can act in Timing too. This page covers both directions: Wealthbox CRM's triggers and Timing's actions are listed here as well. ### ### Do I have to build a connector for Timing 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 Timing 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.