crm

Add WildApricot to your AI agent

WildApricot is an association management platform for administering contacts, memberships, events, finances, email, and online stores.

Things your agent can do in WildApricot
10

Things your AI can do in WildApricot

Your FormWise AI can handle any of these in WildApricot — on its own, without you needing to click a button.

  • Create Contact

    Create a WildApricot contact or member using an API key configured with Full access; a successful connection or list_accounts metadata does not prove write access. Supply membership_level_id and membership_enabled only for a member record. Setting recreate_invoice=true can also create a membership invoice; delete_contact removes the contact but may not reverse that invoice side effect.

  • Delete Contact

    Permanently delete one WildApricot contact or member by ID using an API key configured with Full access; a successful connection or list_accounts metadata does not prove write access. Use only for a known record.

  • Get Contact

    Get one WildApricot contact or member by ID, optionally including pending membership order, invoice, and allowed-action metadata.

  • Get Event

    Get full details for one WildApricot event by ID, including schedule, location, access, and registration settings.

  • List Accounts

    List WildApricot accounts available to this connection, including account IDs, plan indicators, contact limits, and provider-advertised resource operations. Use this first to discover an account_id, but do not treat allowed operations as proof that the API key has Full access for writes.

  • List Contact Fields

    List contact and membership field definitions, including field names, types, and search/edit metadata used to construct contact filters and field-selection requests. Selection does not guarantee that WildApricot will omit other contact fields.

  • List Event Registrations

    List event registrations for a required contact_id, event_id, or set of registration_ids, optionally including form details or waitlist entries.

  • List Membership Levels

    Return one page of membership levels, optionally restricted to specific IDs, with fees, application eligibility, type, and renewal metadata.

  • Search Contacts

    Return one synchronous page of contacts matching a simple text search or WildApricot filter. Use list_contact_fields to discover valid field names for filter and select expressions; select is only a request and may not prevent WildApricot from returning additional personal fields.

  • Search Events

    Return one synchronous page of events matching a validated WildApricot event filter, ordered by event start date or session start.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once WildApricot is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in WildApricot, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches WildApricot for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive WildApricot work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect WildApricot to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find WildApricot in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for WildApricot.

  3. 3

    Hit "Connect"

    Click "Connect WildApricot" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in WildApricot

    Build a quick AI Agent (it's like writing instructions, not code), and pick the WildApricot actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of WildApricot for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your WildApricot workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other WildApricot users had before signing up

Do I need to know how to code?

Not even a little. If you can use WildApricot today, you can set this up. You'll connect WildApricot, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your WildApricot login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect WildApricot or delete everything any time.

What happens when WildApricot updates their app?

We handle it. When WildApricot adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting WildApricot takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like WildApricot — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About WildApricot on FormWise

WildApricot is an association management platform for administering contacts, memberships, events, finances, email, and online stores.

Connect WildApricot once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the WildApricot work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to WildApricot? Take a look at www.wildapricot.com.

Stop doing the WildApricot work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.