--- title: "Connect Vouchery.io and Wealthbox CRM - APIANT.ai" description: "When \"New Voucher\" fires in Vouchery.io, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/vouchery-io-to-wealthbox-crm" --- # Connect Vouchery.io and Wealthbox CRM When **New Voucher** fires in [Vouchery.io](https://apiant.ai/connections/vouchery-io), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Create Customer** in Vouchery.io. Describe the whole flow and it is built, tested on every scenario and kept running. Vouchery.io **1** trigger Vouchery.io **14** 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 Vouchery.io 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 Vouchery.io and Wealthbox CRM can do together ### From Vouchery.io to Wealthbox CRM - When **New Voucher** in Vouchery.io then **Find Contact** in Wealthbox CRM - When **New Voucher** in Vouchery.io then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Vouchery.io - When **New Comment** in Wealthbox CRM then **Create Customer** in Vouchery.io - When **New Contact** in Wealthbox CRM then **Update customer** in Vouchery.io 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 Vouchery.io and Wealthbox CRM ## Triggers and actions 10 triggers · 26 actions - Trigger **New Voucher** Triggers when a new voucher is created in the selected Vouchery campaign. - Action **Add campaign** Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign. - Action **Assign vouchers to customer** Assigns one or more voucher codes to a customer and returns the customer's updated record. - Action **Cancel redemption** Cancels a redemption by its redemption ID, marking it as cancelled. - Action **Confirm redemption** Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption. - Action **Create Customer** Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata. - Action **Create Redemption** Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted. - Action **Delete customer** Deletes a customer from your Vouchery project by their identifier. - Action **Find Voucher** Finds a voucher by its code and returns its status, campaign, customer and redemption details. - Action **Get campaign** Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics. - Action **Get customer** Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics. - Action **Get redemption** Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards. - Action **List campaigns** Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program. - Action **List customers** Returns the customers in your Vouchery project, optionally filtered by identifier or email. - Action **Update customer** Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide 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 - [ **Vouchery.io** Vouchery is an all-in-one promotional suite to help you orchestrate & deliver the right incentive at every...](https://apiant.ai/connections/vouchery-io) - [ **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 Vouchery.io - [ **Vouchery.io to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vouchery-io-to-zoom) - [ **Vouchery.io to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vouchery-io-to-webflow) - [ **Vouchery.io 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/vouchery-io-to-wix) - [ **Vouchery.io to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vouchery-io-to-linkedin) - [ **Vouchery.io to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vouchery-io-to-facebook) - [ **Vouchery.io to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vouchery-io-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 ## Vouchery.io and Wealthbox CRM, answered ### ### What can start an automation from Vouchery.io? Any of Vouchery.io's 1 trigger in the catalog, including New Voucher. 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 Vouchery.io? 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 Vouchery.io? Yes. When something happens in Wealthbox CRM, your agent can act in Vouchery.io too. This page covers both directions: Wealthbox CRM's triggers and Vouchery.io's actions are listed here as well. ### ### Do I have to build a connector for Vouchery.io 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 Vouchery.io 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.