--- title: "Connect Wealthbox CRM to Spike.sh - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Add alert rule\" in Spike.sh." canonical: "https://apiant.ai/connect/wealthbox-crm-to-spike-sh" --- # Connect Wealthbox CRM to Spike.sh When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Add alert rule** in [Spike.sh](https://apiant.ai/connections/spike-sh). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Spike.sh **25** 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 Spike.sh 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 Spike.sh - When **New Comment** in Wealthbox CRM then **Add alert rule** in Spike.sh - When **New Contact** in Wealthbox CRM then **Add escalation** in Spike.sh 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 Spike.sh ## Triggers and actions 9 triggers · 37 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 **Acknowledge incident** Acknowledge one or more Spike.sh incidents by counter id or incident id. - Action **Add alert rule** Create a new alert routing/automation rule with conditions and actions. - Action **Add escalation** Creates a new escalation policy for a Spike.sh team, defining who is notified, through which channel, and how long to wait between steps. - Action **Add integration** Create a new integration for a team (source system that sends alerts into Spike). - Action **Add on-call** Create a new on-call schedule for a team. - Action **Add service** Create a new service in a team, with name and description. - Action **Create Incident** Creates a Spike incident through one of your integrations and sends alerts. The integration decides which service and escalation policy the incident is routed to. - Action **Delete alert rule** Archives (soft-deletes) a Spike alert rule so it no longer applies to incoming incidents. - Action **Delete escalation** Archives (soft-deletes) a Spike escalation policy by its ID. - Action **Escalate incident** Escalates one or more Spike incidents to the next step of their escalation policy. - Action **Get escalation** Get escalation policy details by id. - Action **Get incident** Fetch a single incident by counter id. - Action **Get integration** Fetches an integration by its token, including its name, type, service, escalation settings and webhook URL. An error occurs if the integration is not found. - Action **Get service** Get a Spike service's details, along with its incidents and open-incident count. - Action **List alert rules** Lists all alert rules (enabled and disabled) configured for a Spike team. - Action **List escalations** Lists the escalation policies that belong to a Spike team. - Action **List incidents** Lists the incidents for a Spike.sh team. - Action **List on-calls** Lists the on-call schedules for a team. - Action **List services** Lists the services in a Spike team. - Action **List teams** Lists every team in your Spike organisation. Use a team's ID from here wherever other Spike actions ask for a team. - Action **Resolve incident** Resolve one or more incidents by counter id array. - Action **Update alert rule** Replace an existing Spike alert rule's name, conditions and actions. - Action **Update escalation** Replaces an existing escalation policy's name, steps and start delay. The whole policy is replaced, so send every step you want to keep. - Action **Update on-call** Updates an on-call schedule's name and/or moves it to another team. Rotations and layers are not changed by this action. - Action **Update service** Updates the name and/or description of an existing Spike.sh service. ## 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) - [ **Spike.sh** Spike is an incident management system with unlimited alerts and on-call schedules](https://apiant.ai/connections/spike-sh) 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 Spike.sh - [ **HubSpot to Spike.sh** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-spike-sh) - [ **Salesforce to Spike.sh** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-spike-sh) - [ **Slack to Spike.sh** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-spike-sh) - [ **Google Sheets to Spike.sh** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-spike-sh) - [ **Gmail to Spike.sh** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-spike-sh) - [ **Google Calendar to Spike.sh** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-spike-sh) Questions ## Wealthbox CRM and Spike.sh, 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 Spike.sh when something happens in Wealthbox CRM? Any of Spike.sh's 25 actions, including Create Incident, Update alert rule, Update escalation and Update on-call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Spike.sh to Wealthbox CRM? Spike.sh has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Spike.sh's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Spike.sh? 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 Spike.sh 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.