Integration
Connect Vryno and Wealthbox CRM
When Create or Update Call Log fires in Vryno, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Create or Update Deal in Vryno. 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 Vryno 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 Vryno and Wealthbox CRM can do together
From Vryno to Wealthbox CRM
When Create or Update Call Log in Vryno
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Vryno
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 Vryno and Wealthbox CRM
Triggers and actions 19 triggers · 40 actions
- Create or Update Call Log
Triggers when a call log is created or updated in Vryno.
- Create or Update Case
Triggers when a case is created or updated in Vryno.
- Create or Update Contact
Triggers when a contact is created or updated in Vryno CRM.
- Create or Update Invoice
Triggers when an invoice is created or updated in Vryno.
- Create or Update Lead
Triggers when a lead is created or updated in Vryno.
- Create or Update Meeting
Triggers when a meeting is created or updated in Vryno.
- Create or Update Project
Triggers when a project is created or updated in Vryno.
- Create or Update Quote
Triggers when a quote is created or updated in Vryno CRM.
- Create or Update Sales Order
Triggers when a sales order is created or updated in Vryno.
- Create or Update Task
Triggers when a task is created or updated in Vryno.
- Create or Update Case
Creates a new case in Vryno CRM, or updates an existing case when a case id is supplied. Returns the saved case.
- Create or Update Deal
Creates a new deal in Vryno CRM, or updates an existing deal when a Deal ID is supplied. Returns the saved deal.
- Create or Update Invoice
Creates a new invoice in Vryno, or updates an existing one when an invoice ID is supplied.
- Create or Update Lead
Creates a new lead in Vryno CRM, or updates an existing lead when a Lead ID is supplied. Returns the saved lead.
- Create or Update Organization
Creates a new organization in Vryno CRM, or updates an existing one when an organization ID is supplied. Returns the saved organization.
- Create or Update Product
Creates a new product in Vryno CRM, or updates an existing product when a product id is supplied.
- Create or Update Project
Creates a new project in Vryno, or updates an existing project when a project id is supplied. Returns the saved project.
- Create or Update Quote
Creates a new quote in Vryno, or updates an existing quote when a quote ID is supplied.
- Create or Update Sales Order
Creates a new sales order in Vryno, or updates an existing one when a sales order ID is supplied.
- Create or Update Task
Creates a new task in Vryno CRM, or updates an existing task when a task ID is supplied.
- Create or Update Vendor
Creates a new vendor in Vryno CRM, or updates an existing vendor when a vendor ID is supplied, and returns the saved vendor.
- Delete contact
Deletes a contact in Vryno CRM by its ID and returns Vryno's confirmation message.
- Delete lead
Deletes a lead from Vryno CRM by its ID and returns Vryno's confirmation.
- Find contacts
Returns the contacts in Vryno CRM that match the filters you specify, or those in a chosen custom view.
- Find deals
Returns the deals that match the conditions you specify, such as a deal name or email.
- Find leads
Returns the leads in Vryno CRM that match the conditions you specify, such as a name or email address.
- Get Case
Returns one case from Vryno CRM by its id, including any custom fields you ask for.
- Get contact
Returns one contact from Vryno CRM by its id. An error occurs if the contact is not found.
- Get deal
Returns one Vryno deal by its id, including any fields your account has added to deals. An error occurs if the deal is not found.
- Get Invoice
Returns one invoice from Vryno CRM by its id, including any custom fields you name. An error occurs if the invoice is not found.
- Get lead
Returns a single lead from Vryno CRM by its id, including any custom fields you name. An error occurs if the lead is not found.
- Get Organization
Returns one organization from Vryno CRM by its id, including any custom fields you ask for. An error occurs if the organization is not found.
- Get Product
Returns a single product from Vryno by its id, including any custom fields you ask for. An error occurs if the product is not found.
- Get Project
Returns a project from Vryno by its id, including any custom fields you name. An error occurs if the project is not found.
- Get Quote
Returns a single quote from Vryno CRM by its id, including its billing and shipping details, related records and totals.
- Get Sales Order
Returns a single sales order from Vryno by its id, including any custom fields you name.
- Get Task
Returns a task from Vryno CRM by its id, including its status, assignee, due date and priority. Fails if the task is not found.
- Get Vendor
Returns one vendor from Vryno CRM by its id, including any custom fields you ask for.
- 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
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Questions
Vryno and Wealthbox CRM, answered
What can start an automation from Vryno?
Any of Vryno's 10 triggers in the catalog, including Create or Update Call Log, Create or Update Case, Create or Update Contact and Create or Update Invoice. 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 Vryno?
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 Vryno?
Yes. When something happens in Wealthbox CRM, your agent can act in Vryno too. This page covers both directions: Wealthbox CRM's triggers and Vryno's actions are listed here as well.
Do I have to build a connector for Vryno 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 Vryno 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.