Integration
Connect Wealthbox CRM to Appcues
When New Comment fires in Wealthbox CRM, your agent runs Add Users to Group in Appcues. 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 Wealthbox CRM and Appcues 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 Wealthbox CRM can start in Appcues
When New Comment in Wealthbox CRM
then Add Users to Group in Appcues
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 Wealthbox CRM and Appcues
Triggers and actions 9 triggers · 41 actions
- 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 Contact
Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record.
- 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.
- Add Users to Group
Associates end users with an Appcues group.
- Add Users to Segment
Adds end users to an Appcues segment by user ID.
- Create Segment
Creates a user segment in Appcues.
- Delete Segment
Permanently deletes an Appcues user segment.
- Delete User Profile
Permanently deletes an end user's Appcues profile; returns the deletion job to track.
- Get Flow
Returns one Appcues flow's name, publish state, dates and tags.
- Get Group Profile
Returns a group's full Appcues profile properties.
- Get Job Status
Returns the status of one Appcues offline job, such as a bulk import or a profile deletion.
- Get Segment
Returns one Appcues user segment's name and description.
- Get Tag
Returns one Appcues tag's name and dates.
- Get User Event History
Returns an end user's recent Appcues event history.
- Get User Profile
Returns an end user's full Appcues profile properties.
- List Checklists
Returns every checklist in your Appcues account, with its name and publish state.
- List Flows
Returns every flow in your Appcues account, with its name, publish state and tags.
- List Jobs
Returns the offline jobs (bulk imports, exports and deletions) in your Appcues account and their status.
- List Segments
Returns every user segment in your Appcues account.
- List Tags
Returns every tag in your Appcues account.
- Publish Checklist
Publishes an Appcues checklist.
- Publish Experience
Publishes an Appcues Flow 2.0 experience.
- Publish Flow
Publishes an Appcues flow so it starts showing to users.
- Remove Users from Segment
Removes end users from an Appcues segment by user ID.
- Send Event
Records an event for an end user in Appcues.
- Unpublish Checklist
Unpublishes an Appcues checklist.
- Unpublish Experience
Unpublishes an Appcues Flow 2.0 experience.
- Unpublish Flow
Unpublishes an Appcues flow so it stops showing to users.
- Update Group Profile
Updates a group's Appcues profile properties.
- Update Segment
Updates the name or description of an Appcues user segment.
- Update User Profile
Updates an end user's Appcues profile properties.
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
What our customers say
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Questions
Wealthbox CRM and Appcues, answered
What can start an automation from Wealthbox CRM?
Any of Wealthbox CRM's 9 triggers in the catalog, including New Comment, New Contact, New Event and New Note. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Appcues when something happens in Wealthbox CRM?
Any of Appcues's 28 actions, including Create Segment, Send Event, Update Group Profile and Update Segment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Appcues to Wealthbox CRM?
Appcues has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Appcues's API documentation and adds it.
Do I have to build a connector for Wealthbox CRM or Appcues?
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 Wealthbox CRM and Appcues 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.