--- title: "Connect Bitly and Wealthbox CRM - APIANT.ai" description: "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." canonical: "https://apiant.ai/connect/bitly-to-wealthbox-crm" --- # Connect Bitly and Wealthbox CRM When **New Bitlink in Group** fires in [Bitly](https://apiant.ai/connections/bitly), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/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. Bitly **8** triggers Bitly **25** actions Wealthbox CRM **9** triggers Wealthbox CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bitly and Wealthbox CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) 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 - When **New Branded Short Domain** in Bitly then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Bitly - When **New Comment** in Wealthbox CRM then **Update a User** in Bitly - When **New Contact** in Wealthbox CRM then **Add Custom Bitlink** in 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 - Trigger **New Bitlink in Group** Triggers when a new Bitlink appears in the group. - Trigger **New Branded Short Domain** Triggers when a new branded short domain is added. - Trigger **New Channel** Triggers when a new channel is created. - Trigger **New Group** Triggers when a new group is created. - Trigger **New Organization** Triggers when a new organization is created. - Trigger **New QR Code in Group** Triggers when a new QR code appears in the group. - Trigger **New Sorted Bitlink in Group** Triggers when a new Bitlink appears in the group's sorted ranking. - Trigger **New Tag in Group** Triggers when a new tag appears in the group. - Action **Add Custom Bitlink** create a custom (branded) Bitlink - Action **Bulk update bitlinks** bulk update Bitlinks in a group - Action **Create an inline CSV export for a group** create an inline CSV export for a group - Action **Create Bitlink** Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain. - Action **Delete a Bitlink** delete a Bitlink - Action **Expand Bitlink** Returns the long destination URL for a Bitlink ID. - Action **Generate a static QR Code image** generate a static QR code image - Action **Get Group Limit Usage** Returns a Bitly group's current feature limit usage, with the count used for each limit. - Action **Get Plan Limits** Returns all plan limits and their current usage counts for a Bitly organization. - Action **Get Platform Limits** Returns the organization's platform limits and current usage counts per API endpoint. - Action **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. - Action **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. - Action **Retrieve Bitlink** Fetches the details of a single Bitlink by its ID. - Action **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. - Action **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. - Action **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. - Action **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. - Action **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. - Action **Retrieve User** Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group. - Action **Shorten a Link** shorten a long URL into a Bitlink - Action **Update a Group** update a group - Action **Update a QR Code** update a QR code - Action **Update a User** update the authenticated user - Action **Update Bitlink** Updates a Bitlink's title, tags, or archived state. - Action **Update Group Preferences** update group preferences - Trigger **New Comment** Triggers when a new comment is added to a record in Wealthbox, such as a contact or task. - Trigger **New Contact** Triggers when a new contact is created in Wealthbox. - Trigger **New Event** Triggered when a new event is created in Wealthbox. - Trigger **New Note** Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags. - Trigger **New Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project is created in Wealthbox. - Trigger **New Task** Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator. - Trigger **New Workflow** Triggered when a new workflow is created in Wealthbox. - Trigger **Task Complete** Triggers when a task is marked complete in Wealthbox. - Action **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. - Action **Create Household** Creates a new household in Wealthbox and returns the household record. - Action **Create Project** Creates a new project in Wealthbox and returns the created project. - Action **Delete contact** Deletes an existing contact from your Wealthbox workspace. - Action **Delete household member** Removes a contact from a household in Wealthbox and returns the updated household with its remaining members. - Action **Delete task** Deletes an existing task from the Wealthbox workspace and returns the deleted task. - Action **Find Contact** Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag. - Action **Get contact** Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields. - Action **Get opportunity** Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields. - Action **Get task** Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields. - Action **List tasks** Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time. - Action **Update project** Updates the name or description of an existing project in Wealthbox CRM. ## Each app on its own - [ **Bitly** Bitly is a link-management platform for shortening, branding, and tracking URLs.](https://apiant.ai/connections/bitly) - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-crm) Reviews ## What our customers say ## More from Bitly - [ **Bitly to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bitly-to-hubspot) - [ **Bitly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bitly-to-salesforce) - [ **Bitly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/bitly-to-mailchimp) - [ **Bitly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/bitly-to-stripe) - [ **Bitly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/bitly-to-shopify) - [ **Bitly to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/bitly-to-quickbooks-online) ## More into Wealthbox CRM - [ **HubSpot to Wealthbox CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wealthbox-crm) - [ **Salesforce to Wealthbox CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wealthbox-crm) - [ **Slack to Wealthbox CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wealthbox-crm) - [ **Google Sheets to Wealthbox CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wealthbox-crm) - [ **Gmail to Wealthbox CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wealthbox-crm) - [ **Google Calendar to Wealthbox CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wealthbox-crm) 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.