Integration
Connect Wealthbox CRM to Mailchimp Transactional (Mandrill)
When New Comment fires in Wealthbox CRM, your agent runs Send an email in Mailchimp Transactional (Mandrill). 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 Mailchimp Transactional (Mandrill) 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 Mailchimp Transactional (Mandrill)
When New Comment in Wealthbox CRM
then Send an email in Mailchimp Transactional (Mandrill)
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 Mailchimp Transactional (Mandrill)
Triggers and actions 9 triggers · 32 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 reject (blacklist)
Add an email to your email rejection blacklist.
- Add subaccount
Add a new subaccount.
- Add template
Add a new template to the account.
- Add to whitelist
Add an email to your email rejection whitelist.
- Delete from whitelist
Remove an email from your email rejection whitelist.
- Delete reject (blacklist)
Remove an email from your email rejection blacklist.
- Delete subaccount
Delete an existing subaccount; any messages queued for it are removed.
- Delete template
Delete a template from the account.
- Get account info
Return information about the API-connected user, including reputation, hourly quota, and usage stats.
- Get message info
Get the full information for a single recently sent message.
- Get sender info
Get more detailed information about a single sender, including stats for the past 30 days.
- Get subaccount info
Get information about a specific subaccount.
- Get tag info
Return more detailed information about a single tag, including aggregates of recent stats.
- Get template info
Get the information for a specific template.
- List rejects (blacklist)
Retrieve your email rejection blacklist, optionally filtered by email and subaccount.
- Ping (validate API key)
Validate an API key and respond to a ping.
- Send an email
Send a new transactional message through Mandrill.
- Send an email using a template
Send a transactional message using a stored Mandrill template.
- Update template
Update the code for an existing template.
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
Wealthbox CRM and Mailchimp Transactional (Mandrill), 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 Mailchimp Transactional (Mandrill) when something happens in Wealthbox CRM?
Any of Mailchimp Transactional (Mandrill)'s 19 actions, including Send an email, Send an email using a template, Update template and Add reject (blacklist). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailchimp Transactional (Mandrill) to Wealthbox CRM?
Mailchimp Transactional (Mandrill) has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Mailchimp Transactional (Mandrill)'s API documentation and adds it.
Do I have to build a connector for Wealthbox CRM or Mailchimp Transactional (Mandrill)?
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 Mailchimp Transactional (Mandrill) 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.