--- title: "Connect Voog and Wealthbox CRM - APIANT.ai" description: "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." canonical: "https://apiant.ai/connect/voog-to-wealthbox-crm" --- # Connect Voog and Wealthbox CRM When **Order Created** fires in [Voog](https://apiant.ai/connections/voog), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/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. Voog **5** triggers Voog **15** 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 Voog 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 Voog and Wealthbox CRM can do together ### From Voog to Wealthbox CRM - When **Order Created** in Voog then **Find Contact** in Wealthbox CRM - When **Order Updated** in Voog then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Voog - When **New Comment** in Wealthbox CRM then **Update order** in Voog - When **New Contact** in Wealthbox CRM then **Add article** in 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 - Trigger **Order Cancelled** Triggers when an order in the Voog online store is cancelled, delivering the cancelled order. - Trigger **Order Created** Triggers when a new order is placed in the Voog online store. - Trigger **Order Paid** Triggers when an order in your Voog online store is paid. - Trigger **Order Shipped** Triggers when an order in your Voog online store is marked as shipped. - Trigger **Order Updated** Triggers when an order in your Voog store is updated, for example when its status, payment or shipping details change. - Action **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. - Action **Add product** Creates a new product in your Voog online store with its name, price, status, stock, images, variants and categories. - Action **Checkout cart** Checks out a Voog shopping cart, turning it into a new store order. - Action **Create cart** Creates a shopping cart in the Voog online store with the chosen products, customer and shipping details, ready for checkout. - Action **Delete product** Deletes a product, including all of its variants, from your Voog online store. - Action **Get article** Returns a single blog article, including its title, excerpt, body, tags, author, blog page and custom data. - Action **Get cart** Returns a single shopping cart from your Voog store, including its totals, customer, shipping method and custom checkout field values. - Action **Get order** Returns a single store order, including its customer, amounts, statuses, line items and billing and shipping addresses. - Action **Get product** Returns a single product from your Voog online store, including its price, stock, status and, optionally, its variants, translations and categories. - Action **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. - Action **List pages** Returns the pages of your Voog site, optionally narrowed by type, language, parent page, path or a search phrase. - Action **List people** Returns the people (site users with admin access) on your Voog site, optionally filtered by email, name, activation status or owner status. - Action **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. - Action **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. - Action **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. - 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 - [ **Voog** Voog is a website builder platform that helps you build websites with e-commerce.](https://apiant.ai/connections/voog) - [ **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 Voog - [ **Voog to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/voog-to-zoom) - [ **Voog to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/voog-to-webflow) - [ **Voog to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/voog-to-wix) - [ **Voog to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/voog-to-linkedin) - [ **Voog to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/voog-to-facebook) - [ **Voog to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/voog-to-anthropic) ## 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 ## 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.