Integration
Connect Wealthbox CRM and Zomentum
When New Comment fires in Wealthbox CRM, your agent runs Add task in Zomentum, or Client Created in Zomentum 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 Zomentum 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 Zomentum can do together
From Wealthbox CRM to Zomentum
When New Comment in Wealthbox CRM
then Add task in Zomentum
From Zomentum 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 Zomentum
Triggers and actions 19 triggers · 34 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.
- Client Created
Triggers when a new client company is created in Zomentum.
- Client Updated
Triggers when a client company in Zomentum is updated.
- Contact Created
Triggers when a new contact is created in Zomentum.
- Contact Updated
Triggers when a contact is created or updated in Zomentum.
- Document Approved
Triggers when a document is approved.
- Document Created
Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.
- Document Updated
Triggers when a document is created or updated, optionally limited to one client, status or document type.
- Opportunity Created
Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.
- Opportunity Updated
Triggers when an opportunity is updated in Zomentum.
- Users
Triggers when a new user is added to your Zomentum account.
- Add call log
Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.
- Add meeting
Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.
- Add task
Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.
- Delete client company
Deletes a client company in Zomentum by its ID.
- Delete opportunity
Deletes an opportunity from Zomentum and confirms whether it was removed.
- Find catalog items
Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.
- Find documents
Returns the documents that match a client company, status, document type, or created or updated date range, along with the products each document contains.
- Find opportunities
Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.
- Get catalog item
Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.
- Get Client Company
Returns one client company by its ID, including its addresses, owner and custom field values.
- Get Client Contact
Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.
- Get document
Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.
- GetOpportunity
Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.
- List client companies
Returns the client companies in your Zomentum account, optionally narrowed by name, owner, client type, sync source, or created and updated time.
- List client contacts
Returns the client contacts in your Zomentum account, optionally narrowed by email, client company, contact type, sync source, or created and updated dates.
- List documents
Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.
- List opportunities
Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.
- List pipelines
Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.
- List tasks
Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.
- List users
Returns the users in your Zomentum account, optionally only those with a given email address or phone number.
- Update task
Updates an existing Zomentum sales task by ID. 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
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Questions
Wealthbox CRM and Zomentum, 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 Zomentum when something happens in Wealthbox CRM?
Any of Zomentum's 21 actions, including Update task, Add call log, Add meeting and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zomentum to Wealthbox CRM?
Yes. When something happens in Zomentum, your agent can act in Wealthbox CRM too. This page covers both directions: Zomentum's triggers and Wealthbox CRM's actions are listed here as well.
Do I have to build a connector for Wealthbox CRM or Zomentum?
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 Zomentum 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.