Integration
Connect Voog and Wealthbox CRM
When Order Created fires in Voog, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Update order in Voog. 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 Voog 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 Voog and Wealthbox CRM can do together
From Voog to Wealthbox CRM
When Order Created in Voog
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Voog
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 Voog and Wealthbox CRM
Triggers and actions 14 triggers · 27 actions
- Order Cancelled
Triggers when an order in the Voog online store is cancelled, delivering the cancelled order.
- Order Created
Triggers when a new order is placed in the Voog online store.
- Order Paid
Triggers when an order in your Voog online store is paid.
- Order Shipped
Triggers when an order in your Voog online store is marked as shipped.
- Order Updated
Triggers when an order in your Voog store is updated, for example when its status, payment or shipping details change.
- Add article
Creates a new article (blog post) on a blog page of your Voog site, with its title, excerpt, body, tags and publishing state.
- Add product
Creates a new product in your Voog online store with its name, price, status, stock, images, variants and categories.
- Checkout cart
Checks out a Voog shopping cart, turning it into a new store order.
- Create cart
Creates a shopping cart in the Voog online store with the chosen products, customer and shipping details, ready for checkout.
- Delete product
Deletes a product, including all of its variants, from your Voog online store.
- Get article
Returns a single blog article, including its title, excerpt, body, tags, author, blog page and custom data.
- Get cart
Returns a single shopping cart from your Voog store, including its totals, customer, shipping method and custom checkout field values.
- Get order
Returns a single store order, including its customer, amounts, statuses, line items and billing and shipping addresses.
- Get product
Returns a single product from your Voog online store, including its price, stock, status and, optionally, its variants, translations and categories.
- List orders
Returns the online store's orders, optionally filtered by status, payment status, shipping status, customer email or date, with line items and addresses when requested.
- List pages
Returns the pages of your Voog site, optionally narrowed by type, language, parent page, path or a search phrase.
- List people
Returns the people (site users with admin access) on your Voog site, optionally filtered by email, name, activation status or owner status.
- List products
Returns the products in your Voog online store, optionally filtered by status, name, SKU, category or date, with variants and other details on request.
- Update order
Updates an order in your Voog store: its status, payment or shipping status, note, customer details, billing and shipping addresses, and custom checkout field values. Returns the updated order.
- Update product
Updates an existing product in your Voog online store, such as its name, price, stock, images, categories or variant options. Only the fields you fill in are changed.
- 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
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Questions
Voog and Wealthbox CRM, answered
What can start an automation from Voog?
Any of Voog's 5 triggers in the catalog, including Order Created, Order Updated, Order Paid and Order Shipped. 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 Voog?
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 Voog?
Yes. When something happens in Wealthbox CRM, your agent can act in Voog too. This page covers both directions: Wealthbox CRM's triggers and Voog's actions are listed here as well.
Do I have to build a connector for Voog 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 Voog 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.