--- title: "Connect Wealthbox CRM to Maildroppa - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Add or Update Subscriber Field (By Email)\" in Maildroppa." canonical: "https://apiant.ai/connect/wealthbox-crm-to-maildroppa" --- # Connect Wealthbox CRM to Maildroppa When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Add or Update Subscriber Field (By Email)** in [Maildroppa](https://apiant.ai/connections/maildroppa). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Maildroppa **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Wealthbox CRM and Maildroppa to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Wealthbox CRM can start in Maildroppa - When **New Comment** in Wealthbox CRM then **Add or Update Subscriber Field (By Email)** in Maildroppa - When **New Contact** in Wealthbox CRM then **Add or Update Subscriber Field (By Subscriber ID)** in Maildroppa 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 Maildroppa ## Triggers and actions 9 triggers · 43 actions - Trigger **New Comment** Triggers when a new comment is added to a record in Wealthbox, such as a contact or task. - Trigger **New Contact** Triggers when a new contact is created in Wealthbox. - Trigger **New Event** Triggered when a new event is created in Wealthbox. - Trigger **New Note** Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags. - Trigger **New Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project is created in Wealthbox. - Trigger **New Task** Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator. - Trigger **New Workflow** Triggered when a new workflow is created in Wealthbox. - Trigger **Task Complete** Triggers when a task is marked complete in Wealthbox. - Action **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. - Action **Create Household** Creates a new household in Wealthbox and returns the household record. - Action **Create Project** Creates a new project in Wealthbox and returns the created project. - Action **Delete contact** Deletes an existing contact from your Wealthbox workspace. - Action **Delete household member** Removes a contact from a household in Wealthbox and returns the updated household with its remaining members. - Action **Delete task** Deletes an existing task from the Wealthbox workspace and returns the deleted task. - Action **Find Contact** Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag. - Action **Get contact** Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields. - Action **Get opportunity** Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields. - Action **Get task** Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields. - Action **List tasks** Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time. - Action **Update project** Updates the name or description of an existing project in Wealthbox CRM. - Action **Add or Update Subscriber Field (By Email)** Sets (replaces) one custom field value on the subscriber with the given email address. - Action **Add or Update Subscriber Field (By Subscriber ID)** Sets or replaces one custom field value on a subscriber identified by subscriber ID. - Action **Assign Subscriber Tag (By Email)** Assigns a customer tag to the subscriber with the given email address. - Action **Assign Subscriber Tag (By Subscriber ID)** Assigns one of your active customer tags to a subscriber, identified by subscriber ID. Assigning a tag the subscriber already has does nothing. - Action **Count Subscribers (Filtered)** Returns the number of subscribers matching a set of segment conditions, optionally limited to one subscriber status. - Action **Create Field Type** Creates a custom subscriber field in Maildroppa, such as a text, number, date or choice field. - Action **Create Segment** Creates a subscriber segment in Maildroppa from a set of field, tag, topic, segment or purchase conditions. - Action **Create Tag** Creates a new tag in Maildroppa that can be assigned to subscribers and used in segments. - Action **Delete All Subscribers (Optionally by Status)** Deletes all subscribers in the account, optionally only those with a given status. Deletion runs in the background. - Action **Delete Field Type** Archives a customer-created subscriber field so it is no longer active. - Action **Delete Segment** Deletes a segment from your Maildroppa account. Segments still in use cannot be deleted. - Action **Delete Subscriber by Email** Deletes a subscriber from your Maildroppa audience, identified by their email address. - Action **Delete Subscriber by ID** Deletes a single subscriber from your Maildroppa account by their subscriber ID. - Action **Delete Subscriber Field (By Email)** Clears the value of one subscriber field for the subscriber with the given email address. - Action **Delete Subscriber Field (By Subscriber ID)** Clears the value of one subscriber field for the subscriber with the given ID. - Action **Delete Subscribers (Bulk)** Deletes several Maildroppa subscribers at once by their subscriber IDs. - Action **Delete Subscriber Tag (By Email)** Removes a customer tag from the subscriber with the given email address. - Action **Delete Subscriber Tag (By Subscriber ID)** Removes a tag from a subscriber identified by their subscriber ID. - Action **Delete Tag** Deletes (archives) a customer tag in Maildroppa so it can no longer be assigned. An archived tag can be restored later. - Action **Find Subscriber by Email** Finds a subscriber by their exact email address and returns their details. - Action **Get Segment by ID** Returns one Maildroppa segment by its ID, including its name and filter conditions. - Action **Get Subscriber by ID** Returns a subscriber by ID, including field values, tags, status and registration details. - Action **List Field Types (Paged)** Returns all subscriber fields in the Maildroppa account, both built-in and custom, including field types and choice options. - Action **List Filtered Subscribers (Paged)** Returns one page of subscribers matching a filter of field, tag, topic, segment or purchase conditions. - Action **List Tags** Returns the tags in your Maildroppa account, including system-managed tags, optionally with archived ones. - Action **Request Double Opt‑In** Starts double opt-in for a new subscriber by sending them a confirmation email. Their profile, tags and topics are applied once they confirm. - Action **Update Field Type** Updates a custom subscriber field's label, required flag, internal visibility, position and choice options. - Action **Update Segment** Replaces a segment's name and rules in Maildroppa. - Action **Update Subscriber** Updates a subscriber's email, first name, status, custom field values and tags. Values left blank keep the subscriber's current data. - Action **Update Subscriber Email** Changes the email address of an existing Maildroppa subscriber. - Action **Update Tag** Renames an existing customer tag in Maildroppa and returns the updated tag. ## Each app on its own - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-crm) - [ **Maildroppa** Maildroppa is a B2B email-marketing platform that lets you create, send and track campaigns, manage...](https://apiant.ai/connections/maildroppa) Reviews ## What our customers say ## More from Wealthbox CRM - [ **Wealthbox CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wealthbox-crm-to-zoom) - [ **Wealthbox CRM to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/wealthbox-crm-to-webflow) - [ **Wealthbox CRM to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/wealthbox-crm-to-wix) - [ **Wealthbox CRM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wealthbox-crm-to-linkedin) - [ **Wealthbox CRM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wealthbox-crm-to-facebook) - [ **Wealthbox CRM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wealthbox-crm-to-anthropic) ## More into Maildroppa - [ **MailUp to Maildroppa** MailUp is your complete email delivery solution.](https://apiant.ai/connect/mailup-to-maildroppa) - [ **HubSpot to Maildroppa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-maildroppa) - [ **Salesforce to Maildroppa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-maildroppa) - [ **Slack to Maildroppa** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-maildroppa) - [ **Google Sheets to Maildroppa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-maildroppa) - [ **Gmail to Maildroppa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-maildroppa) Questions ## Wealthbox CRM and Maildroppa, 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 Maildroppa when something happens in Wealthbox CRM? Any of Maildroppa's 31 actions, including Create Field Type, Create Segment, Create Tag and Update Field Type. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Maildroppa to Wealthbox CRM? Maildroppa has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Maildroppa's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Maildroppa? 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 Maildroppa 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.