--- title: "Connect Wealthbox CRM to Manatal - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Create Contact\" in Manatal." canonical: "https://apiant.ai/connect/wealthbox-crm-to-manatal" --- # Connect Wealthbox CRM to Manatal When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Create Contact** in [Manatal](https://apiant.ai/connections/manatal). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Manatal **66** 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 Manatal 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 Manatal - When **New Comment** in Wealthbox CRM then **Create Contact** in Manatal - When **New Contact** in Wealthbox CRM then **Create Contact Attachment** in Manatal 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 Manatal ## Triggers and actions 9 triggers · 78 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 **Create a Candidate** Creates a new candidate in Manatal and returns the created candidate record. - Action **Create a Job** Creates a new job in Manatal, assigned to an organization. - Action **Create Candidate Attachment** Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created. - Action **Create Candidate Note** Adds a note to a candidate in Manatal and returns the created note. - Action **Create Candidate Resume** Uploads a resume file to a candidate in Manatal from a file link. - Action **Create Candidate Social Media** Adds a social media profile to a candidate and returns the created profile. - Action **Create Contact** Creates a contact in Manatal, linked to an organization. - Action **Create Contact Attachment** Adds a file attachment to a contact, using a link to the file, and returns the new attachment. - Action **Create Contact Note** Adds a note to a contact in Manatal. - Action **Create Job Attachment** Adds a file attachment to a job, given a link to the file, and returns the created attachment. - Action **Create Job Note** Creates a note on a job in Manatal and returns the new note. - Action **Create Match** Adds a candidate to a job in Manatal, creating a match between them. - Action **Create Match Attachment** Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment. - Action **Create Match Note** Adds a note to a match, the link between a candidate and a job, and returns the created note. - Action **Create Organization** Creates a new organization (client company) in Manatal. - Action **Create Organization Attachment** Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment. - Action **Create Organization Note** Creates a note on an organization in Manatal. - Action **Get Candidate** Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values. - Action **Get Candidate Attachment** Returns one attachment on a candidate, including its name, description and file link. - Action **Get Candidate Note** Returns a single note on a candidate, including its text, author and creation time. - Action **Get Candidate Social Media** Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found. - Action **Get Contact** Returns a contact by its id, including the organization it belongs to and its custom field values. - Action **Get Contact Attachment** Returns one attachment on a contact, including its name, description and a link to the file. - Action **Get Contact Note** Returns a single note on a contact, including its text, the user who wrote it and when it was created. - Action **Get Job** Returns a job by its id, including its position, status, salary, location and custom field values. - Action **Get Job Attachment** Returns a single attachment on a job, including its name, description and a link to the file. - Action **Get Job Note** Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found. - Action **Get Match** Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values. - Action **Get Match Attachment** Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link. - Action **Get Match Note** Returns one note on a match, including its text, author and creation time. - Action **Get Organization** Returns a single organization by its id, including its custom field values. - Action **Get Organization Attachment** Returns one attachment on an organization, including its name, description and a link to the file. - Action **Get Organization Note** Returns one note on an organization, including its text, author and creation time. - Action **Retrieve Candidate Matches List** Returns every job match for a candidate, including each match's job, pipeline stage and key dates. - Action **Retrieve Job Matches List** Returns every candidate match for a job, including each match's pipeline stage and key dates. - Action **Search Candidate Attachments** Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter. - Action **Search Candidate Notes** Returns a candidate's notes, optionally only those whose text contains the words you enter. - Action **Search Candidate Resume** Returns the resumes on file for a candidate, each with its ID, file link and creation time. - Action **Search Candidate Social Media** Returns a candidate's social media profiles, optionally limited to one social network. - Action **Search Contact Attachments** Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter. - Action **Search Contact Notes** Returns the notes on a contact, optionally only those containing the text you specify. - Action **Search Contacts** Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts. - Action **Search Job Attachments** Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide. - Action **Search Job Notes** Returns the notes on a job, optionally only those whose text contains the words you specify. - Action **Search Jobs** Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges. - Action **Search Match Attachments** Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give. - Action **Search Matches** Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates. - Action **Search Match Notes** Returns the notes on a match, optionally narrowed to those containing the text you specify. - Action **Search Organization Attachments** Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide. - Action **Search Organization Notes** Returns the notes on a Manatal organization, optionally only those whose text contains the words you give. - Action **Search Organizations** Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations. - Action **Update Candidate** Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate. - Action **Update Candidate Attachment** Updates an existing attachment on a candidate, such as its name, file link or description. - Action **Update Candidate Note** Updates the text of an existing note on a candidate and returns the updated note. - Action **Update Contact** Updates an existing contact in Manatal. Only the fields you fill in are changed. - Action **Update Contact Attachment** Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment. - Action **Update Contact Note** Updates the text of an existing note on a contact and returns the updated note. - Action **Update Job** Updates an existing job in Manatal. Only the fields you fill in are changed. - Action **Update Job Attachment** Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment. - Action **Update Job Note** Updates the text of an existing note on a job and returns the updated note. - Action **Update Match** Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates. - Action **Update Match Attachment** Updates the name, file link, description or creator of an attachment on a match. - Action **Update Match Note** Updates the text of an existing note on a match and returns the updated note. - Action **Update Organization** Updates an existing organization in Manatal, changing only the details you provide. - Action **Update Organization Attachment** Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment. - Action **Update Organization Note** Updates the text of an existing note on an organization in Manatal. ## 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) - [ **Manatal** Manatal is a recruitment software designed for HR, Talent Acquisition, recruiting and headhunting teams.](https://apiant.ai/connections/manatal) 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 Manatal - [ **HubSpot to Manatal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manatal) - [ **Salesforce to Manatal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-manatal) - [ **Slack to Manatal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-manatal) - [ **Google Sheets to Manatal** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manatal) - [ **Gmail to Manatal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manatal) - [ **Google Calendar to Manatal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manatal) Questions ## Wealthbox CRM and Manatal, 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 Manatal when something happens in Wealthbox CRM? Any of Manatal's 66 actions, including Create a Candidate, Create a Job, Create Candidate Attachment and Create Candidate Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Manatal to Wealthbox CRM? Manatal has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Manatal's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Manatal? 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 Manatal 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.