Integration
Connect Wealthbox CRM and YouCan
When New Comment fires in Wealthbox CRM, your agent runs Add order in YouCan, or New Order in YouCan to Find Contact in Wealthbox CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Wealthbox CRM and YouCan to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Wealthbox CRM and YouCan can do together
From Wealthbox CRM to YouCan
When New Comment in Wealthbox CRM
then Add order in YouCan
From YouCan to Wealthbox CRM
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 YouCan
Triggers and actions 10 triggers · 28 actions
- New Comment
Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Note
Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project is created in Wealthbox.
- New Task
Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.
- New Workflow
Triggered when a new workflow is created in Wealthbox.
- Task Complete
Triggers when a task is marked complete in Wealthbox.
- 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.
- Create Household
Creates a new household in Wealthbox and returns the household record.
- Create Project
Creates a new project in Wealthbox and returns the created project.
- Delete contact
Deletes an existing contact from your Wealthbox workspace.
- Delete household member
Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.
- Delete task
Deletes an existing task from the Wealthbox workspace and returns the deleted task.
- Find Contact
Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
- Get contact
Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
- Get opportunity
Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
- Get task
Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
- List tasks
Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
- Update project
Updates the name or description of an existing project in Wealthbox CRM.
- New Order
Triggers when a new order is placed in your YouCan store.
- Add category
Creates a new product category in your YouCan store.
- Add coupon
Creates a discount coupon in your YouCan store, valid for the products you choose.
- Add order
Creates an order in your YouCan store for an existing customer, with the product variants, shipping choice and optional addresses, discount, notes and tags.
- Create Customer
Creates a customer in your YouCan store with their contact details and optional addresses.
- Create Product
Creates a new product in your YouCan store, with optional pricing, inventory, variants, categories and images.
- Delete product
Deletes a product from your YouCan store.
- Get coupon
Returns a single coupon from your YouCan store, including its code, discount value, type, dates and usage limit.
- Get customer
Returns a single customer from your YouCan store, optionally including their addresses and orders.
- Get order
Returns a single order by its ID, optionally with its customer, items, payment, shipping and other related details.
- Get product
Returns a single product from your YouCan store, including price, inventory, images and optional variants, categories and vendors.
- List customers
Returns customers in your YouCan store, optionally filtered by a search on name, phone or email.
- List products
Returns the products in your YouCan store, optionally searched, sorted and with related variants, categories or images.
- List Shipping Zones
Returns the store's shipping zones, optionally including their shipping rates.
- Update customer
Updates an existing customer's name, contact details, location or notes in your YouCan store. Fields left blank are not changed.
- Update order status
Updates an order's general, shipping or payment status in your YouCan store.
- Update product
Updates an existing product in your YouCan store. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Wealthbox CRM
Wealthbox CRM to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Wealthbox CRM to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Wealthbox CRM to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
Wealthbox CRM to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Wealthbox CRM to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Wealthbox CRM to AnthropicAnthropic builds Claude, a family of large language models.
More into YouCan
HubSpot to YouCanHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to YouCanSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to YouCanSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to YouCanGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to YouCanGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to YouCanGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Wealthbox CRM and YouCan, 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 YouCan when something happens in Wealthbox CRM?
Any of YouCan's 16 actions, including Create Customer, Create Product, Update customer and Update order status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from YouCan to Wealthbox CRM?
Yes. When something happens in YouCan, your agent can act in Wealthbox CRM too. This page covers both directions: YouCan's triggers and Wealthbox CRM's actions are listed here as well.
Do I have to build a connector for Wealthbox CRM or YouCan?
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 YouCan 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.