--- title: "Connect Wealthbox CRM to Timeero - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Create Task\" in Timeero." canonical: "https://apiant.ai/connect/wealthbox-crm-to-timeero" --- # Connect Wealthbox CRM to Timeero When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Create Task** in [Timeero](https://apiant.ai/connections/timeero). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Timeero **23** 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 Timeero 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 Timeero - When **New Comment** in Wealthbox CRM then **Create Task** in Timeero - When **New Contact** in Wealthbox CRM then **Add User** in Timeero 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 Timeero ## Triggers and actions 9 triggers · 35 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 Break** Adds a break to an active timesheet in Timeero. - Action **Add Schedule** Adds a new schedule for a user or resource, defining date/time and configuration (action, distinct from the existing New Schedule trigger). - Action **Add Timesheet** Creates a new timesheet entry. - Action **Add User** Creates a new user/employee in the company. - Action **Approve Timesheets** Approves one or more Timeero timesheets by their IDs, optionally without notifying the users. - Action **Clock in user** Clocks in a user to start tracking time (action, distinct from the existing Clock In webhook trigger). - Action **Clock out user** Clocks a user out of their open timesheet in Timeero. - Action **Create Job** Creates a new job - Action **Create Task** Create a new task in the system. - Action **Delete Job** Deletes a specific job by its job ID. - Action **Delete Task** Deletes a task in the Timeero company by its ID. - Action **Get Group** Retrieves a specific group's information by group id. - Action **Get Job** Retrieves a single Timeero job by its ID. - Action **Get Task** Retrieves a specific task's information by task id. - Action **Get Timesheet** Retrieves a specific timesheet by id. - Action **Get User** Retrieves a specific user's information by user id. - Action **List Jobs** Returns a list of all jobs within a company. - Action **List Users** Lists the users in your Timeero company, optionally filtered by search text, role, group or active status. - Action **Update Job** Updates a specific job's information. - Action **Update Schedule** Updates an existing schedule's time, assigned user, or other details. - Action **Update Task** Updates a specific task's information. - Action **Update Timesheet** Updates an existing timesheet entry in Timeero. - Action **Update User** Updates an existing user's information. ## 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) - [ **Timeero** Timeero is a mileage and GPS time tracking app for mobile teams.](https://apiant.ai/connections/timeero) 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 Timeero - [ **Harvest to Timeero** Simple time tracking software and powerful reporting that helps your team thrive.](https://apiant.ai/connect/harvest-to-timeero) - [ **HubSpot to Timeero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timeero) - [ **Salesforce to Timeero** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timeero) - [ **Slack to Timeero** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timeero) - [ **Google Sheets to Timeero** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-timeero) - [ **Gmail to Timeero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timeero) Questions ## Wealthbox CRM and Timeero, 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 Timeero when something happens in Wealthbox CRM? Any of Timeero's 23 actions, including Create Job, Create Task, Update Job and Update Schedule. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timeero to Wealthbox CRM? Timeero has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Timeero's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Timeero? 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 Timeero 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.