--- title: "Connect Wealthbox CRM to Optimizely - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Add page\" in Optimizely." canonical: "https://apiant.ai/connect/wealthbox-crm-to-optimizely" --- # Connect Wealthbox CRM to Optimizely When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Add page** in [Optimizely](https://apiant.ai/connections/optimizely). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Optimizely **26** 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 Optimizely 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 Optimizely - When **New Comment** in Wealthbox CRM then **Add page** in Optimizely - When **New Contact** in Wealthbox CRM then **Add project** in Optimizely 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 Optimizely ## Triggers and actions 9 triggers · 38 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 attribute** Creates a new attribute in an Optimizely project, which can be used to target audiences. - Action **Add audience** Adds a new audience to an Optimizely project and returns the id of the audience that was created. - Action **Add campaign** Creates a new personalization campaign in an Optimizely project and returns its id. - Action **Add experiment** Creates a new experiment in an Optimizely project and returns its id. - Action **Add feature** Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature. - Action **Add page** Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page. - Action **Add project** Creates a new Optimizely project in your account and returns the created project. - Action **Delete experiment** Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them. - Action **Get audience** Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found. - Action **Get campaign** Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values. - Action **Get experiment** Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found. - Action **Get experiment results** Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment. - Action **Get feature** Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects. - Action **Get project** Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings. - Action **List attributes** Returns all attributes in an Optimizely project, including their keys, names and archived status. - Action **List audiences** Returns the audiences in an Optimizely project, optionally filtered by archived or journey status. - Action **List campaigns** Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status. - Action **List environments** Returns all of the environments that have been created in an Optimizely project. - Action **List events** Returns all events in an Optimizely project, including pageview events and, optionally, classic goals. - Action **List experiments** Returns all experiments in an Optimizely project or campaign. - Action **List features** Returns all features created in an Optimizely project, including their variables and per-environment rollout rules. - Action **List pages** Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting. - Action **List projects** Returns all the projects in your Optimizely account, with their settings and status. - Action **Update campaign** Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign. - Action **Update experiment** Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment. - Action **Update feature** Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature. ## 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) - [ **Optimizely** The Optimizely platform technology provides A/B testing tools, in which two versions of a web page can be...](https://apiant.ai/connections/optimizely) 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 Optimizely - [ **HubSpot to Optimizely** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-optimizely) - [ **Salesforce to Optimizely** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-optimizely) - [ **Slack to Optimizely** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-optimizely) - [ **Google Sheets to Optimizely** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-optimizely) - [ **Gmail to Optimizely** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-optimizely) - [ **Google Calendar to Optimizely** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-optimizely) Questions ## Wealthbox CRM and Optimizely, 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 Optimizely when something happens in Wealthbox CRM? Any of Optimizely's 26 actions, including Update campaign, Update experiment, Update feature and Add attribute. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Optimizely to Wealthbox CRM? Optimizely has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Optimizely's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Optimizely? 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 Optimizely 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.