Integration
Connect Wealthbox CRM to Gamma
When New Comment fires in Wealthbox CRM, your agent runs Create From Template in Gamma. 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 Gamma 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 Gamma
When New Comment in Wealthbox CRM
then Create From Template in Gamma
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 Gamma
Triggers and actions 9 triggers · 28 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.
- Create From Template
Starts a new gamma generated from an existing template gamma, following your instructions on what to change. Returns a generation ID to check for the finished gamma.
- Delete gamma
Deletes a gamma from your workspace, archiving it first if needed. The gamma becomes inaccessible immediately. Requires a workspace admin.
- Export gamma
Starts exporting an existing gamma to PDF, PowerPoint or PNG and returns an export ID you can use to fetch the download link.
- Find gammas
Returns up to 25 gammas whose title or body text match a search query, optionally narrowed by creator and last-updated time.
- Find templates
Searches your workspace templates and Gamma's official templates by title and content, returning up to 25 matches from each.
- Generate image
Starts generating one standalone on-brand image from a text prompt and returns the image generation ID. Use Get image with that ID to retrieve the finished image.
- Get export
Returns the status of an export job and, once it is completed, the link to download the exported file.
- Get gamma
Returns a gamma's details: title, link, thumbnail, author, theme, created and updated times, and whether it is archived.
- Get gamma analytics
Returns engagement metrics for a gamma: total views, unique viewers and editors, card count, last opened time, and a 30-day daily viewer breakdown.
- Get gamma edit
Returns the status of a Gamma agent edit job (pending, completed or failed), with the edit summary or error and credits used.
- Get Generation Status
Returns the status of a gamma generation, and once completed, the link to the new gamma, its export file and the credits used.
- Get image
Returns the status of an image generation job and, once it has completed, the finished image with its URL, dimensions and media library ID.
- List folders
Returns the folders in your Gamma workspace that you can access, optionally filtered by name.
- List gamma comments
Returns the comment threads on a gamma, including their replies, optionally only those with activity since a given time.
- List themes
Returns the themes available in your Gamma workspace, including standard and custom themes, optionally filtered by name or type.
- Update gamma
Starts an AI edit of an existing gamma from a natural-language instruction. Returns an edit ID to check with Get gamma edit.
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
More from Wealthbox CRM
Wealthbox CRM to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Wealthbox CRM to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Wealthbox CRM to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
Wealthbox CRM to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Wealthbox CRM to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Wealthbox CRM to AnthropicAnthropic builds Claude, a family of large language models.
More into Gamma
HubSpot to GammaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to GammaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to GammaSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to GammaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to GammaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to GammaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Wealthbox CRM and Gamma, 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 Gamma when something happens in Wealthbox CRM?
Any of Gamma's 16 actions, including Create From Template, Update gamma, Export gamma and Find gammas. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Gamma to Wealthbox CRM?
Gamma has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Gamma's API documentation and adds it.
Do I have to build a connector for Wealthbox CRM or Gamma?
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 Gamma 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.