Integration
Connect Bitly and Wealthbox CRM
When New Bitlink in Group fires in Bitly, your agent runs Find Contact in Wealthbox CRM, or New Comment in Wealthbox CRM to Update a User in Bitly. 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 Bitly and Wealthbox CRM 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 Bitly and Wealthbox CRM can do together
From Bitly to Wealthbox CRM
When New Bitlink in Group in Bitly
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Bitly
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 Bitly and Wealthbox CRM
Triggers and actions 17 triggers · 37 actions
- New Bitlink in Group
Triggers when a new Bitlink appears in the group.
- New Branded Short Domain
Triggers when a new branded short domain is added.
- New Channel
Triggers when a new channel is created.
- New Group
Triggers when a new group is created.
- New Organization
Triggers when a new organization is created.
- New QR Code in Group
Triggers when a new QR code appears in the group.
- New Sorted Bitlink in Group
Triggers when a new Bitlink appears in the group's sorted ranking.
- New Tag in Group
Triggers when a new tag appears in the group.
- Add Custom Bitlink
create a custom (branded) Bitlink
- Bulk update bitlinks
bulk update Bitlinks in a group
- Create an inline CSV export for a group
create an inline CSV export for a group
- Create Bitlink
Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain.
- Delete a Bitlink
delete a Bitlink
- Expand Bitlink
Returns the long destination URL for a Bitlink ID.
- Generate a static QR Code image
generate a static QR code image
- Get Group Limit Usage
Returns a Bitly group's current feature limit usage, with the count used for each limit.
- Get Plan Limits
Returns all plan limits and their current usage counts for a Bitly organization.
- Get Platform Limits
Returns the organization's platform limits and current usage counts per API endpoint.
- Get QR Code Image
Fetches a QR code's rendered image by QR code ID. The image is saved to APIANT temporary storage and returned as a file reference, so it can be emailed, uploaded or attached in a later step. An error occurs if the QR code is not found.
- Get Top Links and QR Codes by Engagement
Returns a group's top-performing bitlinks and decoupled QR codes ranked by engagement count over a chosen reporting window.
- Retrieve Bitlink
Fetches the details of a single Bitlink by its ID.
- Retrieve Custom Bitlink
Returns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details — destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found.
- Retrieve Group
Fetches a single Bitly group (workspace) by its GUID, returning the group's name, organization, role, status, and branded short domains. An error occurs if the group is not found.
- Retrieve Group Preferences
Fetches the preferences for a single Bitly group (workspace) by its GUID, returning the group's default short domain. An error occurs if the group is not found.
- Retrieve Organization
Fetches a single Bitly organization by its GUID, returning the organization's name, subscription tier, role, status, and branded short domains. An error occurs if the organization is not found.
- Retrieve QR Code
Returns the details of a single QR code by its ID — title, the Bitlink and destination URLs it encodes, its type, tags, and created/updated timestamps. This returns the QR code's information only, not the scannable image file; use Get QR Code Image for that. An error occurs if the QR code is not found.
- Retrieve User
Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group.
- Shorten a Link
shorten a long URL into a Bitlink
- Update a Group
update a group
- Update a QR Code
update a QR code
- Update a User
update the authenticated user
- Update Bitlink
Updates a Bitlink's title, tags, or archived state.
- Update Group Preferences
update group preferences
- 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.
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
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Questions
Bitly and Wealthbox CRM, answered
What can start an automation from Bitly?
Any of Bitly's 8 triggers in the catalog, including New Bitlink in Group, New Branded Short Domain, New Channel and New Group. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Wealthbox CRM when something happens in Bitly?
Any of Wealthbox CRM's 12 actions, including Create Household, Create Project, Update project and Add Member to Household. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Bitly?
Yes. When something happens in Wealthbox CRM, your agent can act in Bitly too. This page covers both directions: Wealthbox CRM's triggers and Bitly's actions are listed here as well.
Do I have to build a connector for Bitly or Wealthbox CRM?
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 Bitly and Wealthbox CRM 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.