--- title: "Connect Wealthbox CRM to Thinkific - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Add user\" in Thinkific." canonical: "https://apiant.ai/connect/wealthbox-crm-to-thinkific" --- # Connect Wealthbox CRM to Thinkific When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Add user** in [Thinkific](https://apiant.ai/connections/thinkific). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Thinkific **18** 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 Thinkific 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 Thinkific - When **New Comment** in Wealthbox CRM then **Add user** in Thinkific - When **New Contact** in Wealthbox CRM then **Add user to group** in Thinkific 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 Thinkific ## Triggers and actions 9 triggers · 30 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 coupon** Creates a coupon code under an existing promotion on your Thinkific site, optionally limiting how many times it can be used. - Action **Add course review** Creates a review of a course on your Thinkific site, written by the given user with a rating, title and review text. - Action **Add group** Creates a new group of students in your Thinkific site and returns the group's id, name and token. - Action **Add promotion** Creates a promotion (a fixed or percentage discount) on your Thinkific site, optionally limited to specific products and linked to coupons. - Action **Add user** Creates a new user (student or admin) on your Thinkific site, optionally with roles, affiliate details and custom profile field values. - Action **Add user to group** Adds an existing user to one or more existing groups, matched by group name. - Action **Delete user** Deletes a user from your Thinkific site, identified by their Thinkific user ID or their single sign-on External ID. - Action **Enroll User** Enrolls a student in a course. Leave the activation date blank to create a free-trial enrollment. - Action **Get course** Returns a single course from your Thinkific site by its ID, including its name, description, chapters and instructor. - Action **Get user** Returns a single Thinkific user by their ID (or by their external ID from a single sign-on provider), including their profile, roles and custom profile field values. - Action **List courses** Returns every course on your Thinkific site, with each course's name, slug, product, instructor and chapters. - Action **List enrollments** Returns the course enrollments on your Thinkific site, optionally filtered by user, course, email, status or created/updated dates. - Action **List orders** Returns the orders placed on your Thinkific site, each with the buyer, product, amount, coupon, status and order date. - Action **List products** Returns every product (course or bundle) on your Thinkific site, with its name, status, visibility, prices and category IDs. - Action **Search Users** Returns the users on your Thinkific site that match the given email, role, external source, group or custom profile field value. - Action **Unenroll User** Removes a student's access to a course by expiring their enrollment, either immediately or at a date you choose. - Action **Update enrollment** Updates an existing enrollment's activation date and expiry date. - Action **Update user** Updates an existing Thinkific user's name, email, password, roles, profile details, affiliate settings and custom profile fields. ## 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) - [ **Thinkific** The all-in-one platform to create, market & sell your online courses.](https://apiant.ai/connections/thinkific) 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 Thinkific - [ **HubSpot to Thinkific** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-thinkific) - [ **Salesforce to Thinkific** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-thinkific) - [ **Slack to Thinkific** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-thinkific) - [ **Google Sheets to Thinkific** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-thinkific) - [ **Gmail to Thinkific** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-thinkific) - [ **Google Calendar to Thinkific** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-thinkific) Questions ## Wealthbox CRM and Thinkific, 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 Thinkific when something happens in Wealthbox CRM? Any of Thinkific's 18 actions, including Update enrollment, Update user, Add coupon and Add course review. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Thinkific to Wealthbox CRM? Thinkific has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Thinkific's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Thinkific? 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 Thinkific 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.