--- title: "Connect Wealthbox CRM to Hunter - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Create email opened webhook\" in Hunter." canonical: "https://apiant.ai/connect/wealthbox-crm-to-hunter" --- # Connect Wealthbox CRM to Hunter When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Create email opened webhook** in [Hunter](https://apiant.ai/connections/hunter). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions Hunter **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Wealthbox CRM and Hunter 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 Wealthbox CRM can start in Hunter - When **New Comment** in Wealthbox CRM then **Create email opened webhook** in Hunter - When **New Contact** in Wealthbox CRM then **Count Email** in Hunter 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 Hunter ## Triggers and actions 9 triggers · 23 actions - 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. - Action **Count Email** Returns how many email addresses Hunter knows for a domain or company, broken down by personal vs generic, department and seniority, without revealing the addresses. Free — uses no credits. - Action **Create email opened webhook** Subscribes a URL to Hunter's email opened event for Sequences. Hunter POSTs to the URL each time a sequence email is opened. - Action **Delete Lead** Deletes a lead from your Hunter account. - Action **Enrich company** Look up a company by its website domain and return Hunter's enriched company profile. - Action **Enrich person** Returns all the information Hunter has about a person given an email address (name, position, social profiles, company). - Action **Find Email** Finds the most likely professional email address for a person, from their name plus a company domain or name, or from their LinkedIn handle. - Action **Find Emails by Domain** Returns the email addresses Hunter has found for a company's domain (or company name), with names, positions and sources for each. - Action **Get Lead** Retrieve a single lead from Hunter by its id. - Action **Get Webhook** Fetches a webhook by ID, with the event it listens for and the URL it posts to. An error occurs if the webhook is not found. - Action **List Leads** Lists the leads saved in your Hunter account, most recent first, optionally filtered by list, lead attributes, statuses, dates and location. - Action **Verify Email** Checks whether an email address is deliverable and returns Hunter's verification status, score and individual checks. ## Each app on its own - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-crm) - [ **Hunter** Hunter lets you find professional email addresses in seconds and connect with the people that matter for...](https://apiant.ai/connections/hunter) Reviews ## What our customers say ## More from Wealthbox CRM - [ **Wealthbox CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wealthbox-crm-to-zoom) - [ **Wealthbox CRM to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/wealthbox-crm-to-webflow) - [ **Wealthbox CRM to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/wealthbox-crm-to-wix) - [ **Wealthbox CRM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wealthbox-crm-to-linkedin) - [ **Wealthbox CRM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wealthbox-crm-to-facebook) - [ **Wealthbox CRM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wealthbox-crm-to-anthropic) ## More into Hunter - [ **HubSpot to Hunter** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hunter) - [ **Salesforce to Hunter** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-hunter) - [ **Slack to Hunter** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-hunter) - [ **Google Sheets to Hunter** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-hunter) - [ **Gmail to Hunter** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hunter) - [ **Google Calendar to Hunter** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hunter) Questions ## Wealthbox CRM and Hunter, 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 Hunter when something happens in Wealthbox CRM? Any of Hunter's 11 actions, including Create email opened webhook, Count Email, Enrich company and Enrich person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hunter to Wealthbox CRM? Hunter has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads Hunter's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or Hunter? 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 Hunter 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.