Integration
Connect Wealthbox CRM and Zenler
When New Comment fires in Wealthbox CRM, your agent runs Enroll User in Zenler, or New Funnel Subscription in Zenler 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 Zenler 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 Zenler can do together
From Wealthbox CRM to Zenler
When New Comment in Wealthbox CRM
then Enroll User in Zenler
From Zenler 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 Zenler
Triggers and actions 12 triggers · 29 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 Funnel Subscription
Triggers when someone subscribes to the chosen Zenler marketing funnel.
- New Sale
Triggers when a student enrolls in a course, free or paid, with the sale's price, coupon and gateway.
- New User
Triggers when a new user signs up on your Zenler site.
- Delete User
Deletes a user from your Zenler site.
- Enroll User
Enrolls a Zenler user into a course.
- Get Course
Returns one Zenler course's name, subtitle, thumbnail and owner.
- Get User
Returns one Zenler user's name, email, contact details and roles.
- List Courses
Returns courses on your Zenler site.
- List Funnels
Returns your Zenler marketing funnels.
- List Live Classes
Returns your Zenler live classes and their schedules.
- List Live Webinars
Returns your Zenler live webinars and their schedules.
- List Users
Returns users on your Zenler site, optionally filtered by search text or role.
- Register Live Class
Registers a person for a Zenler live class.
- Register Live Webinar
Registers a person for a Zenler live webinar.
- Subscribe Funnel
Subscribes a person to one of your Zenler marketing funnels.
- Unenroll User
Unenrolls a Zenler user from a course.
- Unregister Live Class
Removes a person's registration from a Zenler live class.
- Unregister Live Webinar
Removes a person's registration from a Zenler live webinar.
- Unsubscribe Funnel
Unsubscribes an email address from a Zenler marketing funnel.
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 Zenler
HubSpot to ZenlerHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ZenlerSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ZenlerSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ZenlerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ZenlerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ZenlerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Wealthbox CRM and Zenler, 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 Zenler when something happens in Wealthbox CRM?
Any of Zenler's 16 actions, including Enroll User, Get Course, Get User and List Courses. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zenler to Wealthbox CRM?
Yes. When something happens in Zenler, your agent can act in Wealthbox CRM too. This page covers both directions: Zenler's triggers and Wealthbox CRM's actions are listed here as well.
Do I have to build a connector for Wealthbox CRM or Zenler?
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 Zenler 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.