Integration
Connect Wealthbox CRM and Zeeg
When New Comment fires in Wealthbox CRM, your agent runs Add note in Zeeg, or New routing form submission in Zeeg to Create 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 Zeeg 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Zeeg can do together
From Wealthbox CRM to Zeeg
When New Comment in Wealthbox CRM
then Add note in Zeeg
From Zeeg 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 Zeeg
Triggers and actions 10 triggers · 42 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 Contact
Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record.
- 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 routing form submission
Triggers when someone submits a Zeeg routing form.
- Add CRM company
Creates a company in your Zeeg CRM.
- Add CRM person
Creates a new person record in the Zeeg CRM with first/last name, optional linked company by UUID, and social profile URLs.
- Add note
Attaches an internal note to a scheduled event. Notes are visible only to event hosts and workspace members with access to the event, never to invitees.
- Add scheduled event
Books a new event on a Zeeg scheduling page for an invitee. Requires an active paid Zeeg subscription.
- Cancel scheduled event
Cancel a specific scheduled event in Zeeg, optionally with a reason.
- Delete CRM company
Deletes a company from your Zeeg CRM.
- Delete CRM person
Permanently deletes a CRM person in Zeeg, along with their notes, activity logs and relationships.
- Delete time off
Deletes a time-off period.
- Get available time slots
Returns the available booking time slots of a Zeeg scheduling page for a date range. Requires an active paid Zeeg subscription and a token with the timetable or admin:full scope.
- Get CRM company
Returns one company from your Zeeg CRM.
- Get CRM person
Retrieves a single CRM person record by ID, including social links, linked company, and custom attributes.
- Get current user
Returns the email address of the Zeeg user whose API token the connection uses.
- Get default availability schedule
Returns the default availability schedule (weekly hours, special hours, upcoming time off and optionally linked scheduling pages) for a Zeeg user.
- Get scheduled event
Fetches full details of a single scheduled event by UUID, including invitees, hosts, location, status, and custom answers.
- Get scheduling page
Returns the full details of one Zeeg scheduling page (event type).
- Handover scheduled event
Hands a Round Robin scheduled event over to another host on the scheduling page without changing the meeting links.
- List availability schedules
Lists the availability schedules of a Zeeg user, identified by email.
- List CRM companies
Returns the companies in your Zeeg CRM, optionally filtered by a search term.
- List CRM people
Returns all CRM people in your Zeeg workspace.
- List organization users
Returns the users in your Zeeg workspace.
- List scheduled events
Lists scheduled events (bookings) in Zeeg, optionally filtered by status, date range, host, team, invitee or keyword.
- List scheduling pages
Returns the scheduling pages you host, or those of a specific organization member when a user filter is given.
- List teams
Returns the teams in your Zeeg workspace.
- List time off
Returns a user's vacations and out-of-office periods.
- Reschedule scheduled event
Moves a Zeeg booking to a new date and time. Zeeg creates a new booking with a new event UUID; the returned UUID identifies the live booking.
- Update CRM company
Updates the details of a company in your Zeeg CRM.
- Update CRM person
Updates an existing Zeeg CRM person. Only the fields you fill in are changed; blank fields keep their current values.
- Update default availability schedule
Updates the weekly hours, date-specific hours or timezone of a Zeeg user's default availability schedule. Fields left blank keep their current values.
- Update scheduling page
Toggles a scheduling page between active and inactive: an active page is deactivated and an inactive page is activated. Zeeg's API offers no other way to update a scheduling page.
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
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Questions
Wealthbox CRM and Zeeg, 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 Zeeg when something happens in Wealthbox CRM?
Any of Zeeg's 29 actions, including Update CRM company, Update CRM person, Update default availability schedule and Update scheduling page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zeeg to Wealthbox CRM?
Yes. When something happens in Zeeg, your agent can act in Wealthbox CRM too. This page covers both directions: Zeeg's triggers and Wealthbox CRM's actions are listed here as well.
Do I have to build a connector for Wealthbox CRM or Zeeg?
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 Zeeg 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.