--- title: "Connect NetHunt CRM and Wealthbox CRM - APIANT.ai" description: "When \"New Call Log\" fires in NetHunt CRM, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/nethunt-crm-to-wealthbox-crm" --- # Connect NetHunt CRM and Wealthbox CRM When **New Call Log** fires in [NetHunt CRM](https://apiant.ai/connections/nethunt-crm), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Comment** in Wealthbox CRM to **Add Comment** in NetHunt CRM. Describe the whole flow and it is built, tested on every scenario and kept running. NetHunt CRM **8** triggers NetHunt CRM **8** 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 NetHunt CRM 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 NetHunt CRM and Wealthbox CRM can do together ### From NetHunt CRM to Wealthbox CRM - When **New Call Log** in NetHunt CRM then **Find Contact** in Wealthbox CRM - When **New Comment** in NetHunt CRM then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to NetHunt CRM - When **New Comment** in Wealthbox CRM then **Add Comment** in NetHunt CRM - When **New Contact** in Wealthbox CRM then **Find Record** in NetHunt 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 NetHunt CRM and Wealthbox CRM ## Triggers and actions 17 triggers · 20 actions - Trigger **New Call Log** Triggered when a new call log is added to a record in the specified folder. - Trigger **New Comment** Triggered when a new comment is added to a record in the specified folder. - Trigger **New folder** Triggered when a new folder is added. - Trigger **New Google Drive File in Folder** Polls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments. - Trigger **New or Updated Record in Folder** Triggered when a record is created or updated in the specified folder. - Trigger **New Record in Folder** Triggered when a record is created in the specified folder. - Trigger **Two-way sync new or updated records in folder** A trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Updated Record in Folder** Triggered when a record is updated in the specified folder. - Action **Add Call Log** Add a call log to the specified record. - Action **Add Comment** Add a comment to the specified record. - Action **Delete Record** Delete a record by ID. - Action **Find Record** Search records in a folder by ID or text query. - Action **Find record by field value** Finds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at. - Action **List Folder Fields** List the fields of a folder. - Action **List Readable Folders** List all folders the user can read. - Action **List Writable Folders** List folders the user can create records in. - 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 - [ **NetHunt CRM** NetHunt CRM ties to Gmail and other Google Workspace apps you work in, automates data flow, and makes...](https://apiant.ai/connections/nethunt-crm) - [ **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 NetHunt CRM - [ **NetHunt CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nethunt-crm-to-salesforce) - [ **NetHunt CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nethunt-crm-to-slack) - [ **NetHunt CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nethunt-crm-to-stripe) - [ **NetHunt CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nethunt-crm-to-shopify) - [ **NetHunt CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nethunt-crm-to-quickbooks-online) - [ **NetHunt CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nethunt-crm-to-pipedrive) ## 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 ## NetHunt CRM and Wealthbox CRM, answered ### ### What can start an automation from NetHunt CRM? Any of NetHunt CRM's 8 triggers in the catalog, including New Call Log, New Comment, New folder and New Google Drive File in Folder. 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 NetHunt CRM? 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 NetHunt CRM? Yes. When something happens in Wealthbox CRM, your agent can act in NetHunt CRM too. This page covers both directions: Wealthbox CRM's triggers and NetHunt CRM's actions are listed here as well. ### ### Do I have to build a connector for NetHunt CRM 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 NetHunt CRM 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.