Integration
Connect Wealthbox CRM to Duda
When New Comment fires in Wealthbox CRM, your agent runs Add Collection Row in Duda. 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 Duda 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 Duda
When New Comment in Wealthbox CRM
then Add Collection Row in Duda
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 Duda
Triggers and actions 9 triggers · 33 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 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 Collection Row
Adds a new row to a collection on a Duda site, with the values you supply for the collection's fields.
- Create a Blog Post
Creates a blog post on a Duda site's existing blog. The post is added as a draft and must be published before it appears on the live site.
- Create a Client
Creates a new client (customer) account in your Duda partner account. Duda does not email the client when the account is created.
- Create a Site
Creates a new Duda site from a template and returns the new site's name, which identifies the site in every later step.
- Create store product
Creates a product in a site's Duda native store.
- Delete account
Permanently deletes a Duda customer or staff account.
- Delete blog post
Deletes a blog post from a Duda site's blog.
- Delete site
Permanently deletes a Duda site and cancels its subscriptions.
- Get account
Returns the details of a Duda customer or staff account, such as its name, email, type, language and status.
- Get blog post
Returns one blog post from a Duda site, including its title, author, status, tags, images and publish dates.
- Get site
Returns the details of a Duda site, including its domains, publish status, business info and SEO settings.
- List blog posts
Returns the blog posts on a Duda site, with each post's title, author, status, path, tags, images and dates.
- List orders
Returns the orders placed in a site's native eCommerce store, optionally filtered by creation date and sorted.
- List sites
Returns the sites in your Duda account, optionally filtered by label, publish status, creation date or last published date, and sorted.
- Publish blog post
Publishes a draft blog post on a Duda site so it appears on the live site.
- Publish site
Publishes a Duda site so it goes live, and starts its subscription.
- Update account
Updates an existing Duda customer or staff account's name details, email, company, language and access status. The account's name and type can't be changed.
- Update blog post
Updates an existing blog post on a Duda site, changing only the details you fill in, such as its title, description, author, images, tags, URL path, SEO settings or publish dates.
- Update collection row
Updates the fields you supply on an existing row of a site's collection; fields you leave out keep their current values.
- Update Content Library
Updates the business information, primary location, images and texts in a Duda site's content library. Only the parts you send change; publish the content library to put the changes on the live site.
- Update site
Updates the properties of an existing Duda site, such as its domain, language, SEO settings, labels, tracking IDs and editor type. Only the fields you fill in are changed.
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
Wealthbox CRM and Duda, 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 Duda when something happens in Wealthbox CRM?
Any of Duda's 21 actions, including Create a Blog Post, Create a Client, Create a Site and Create store product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Duda to Wealthbox CRM?
Duda has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Duda's API documentation and adds it.
Do I have to build a connector for Wealthbox CRM or Duda?
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 Duda 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.