--- title: "Connect Wealthbox CRM to ScrapingAnt - APIANT.ai" description: "When \"New Comment\" fires in Wealthbox CRM, your agent runs \"Extract data from page\" in ScrapingAnt." canonical: "https://apiant.ai/connect/wealthbox-crm-to-scrapingant" --- # Connect Wealthbox CRM to ScrapingAnt When **New Comment** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Extract data from page** in [ScrapingAnt](https://apiant.ai/connections/scrapingant). Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **9** triggers Wealthbox CRM **12** actions ScrapingAnt **4** 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 ScrapingAnt 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 ScrapingAnt - When **New Comment** in Wealthbox CRM then **Extract data from page** in ScrapingAnt - When **New Contact** in Wealthbox CRM then **Scrape Page** in ScrapingAnt 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 ScrapingAnt ## Triggers and actions 9 triggers ยท 16 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 **Extract data from page** Extracts structured data from a web page using AI, based on a plain-English list of the properties you want. - Action **Get page as markdown** Scrapes a web page and returns its content converted to clean Markdown, ready for use with AI models. - Action **Get subscription usage** Returns your ScrapingAnt plan name, billing period dates, total plan credits and remaining credits. - Action **Scrape Page** Scrapes a web page and returns its HTML content, optionally rendered in a headless browser through a chosen proxy. ## 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) - [ **ScrapingAnt** ScrapingAnt is a web scraping tool that handles proxies and headless browsers.](https://apiant.ai/connections/scrapingant) 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 ScrapingAnt - [ **FlowFast to ScrapingAnt** FlowFast is a modern task tracker for agile teams.](https://apiant.ai/connect/flowfast-to-scrapingant) - [ **FutureAGI to ScrapingAnt** FutureAGI is a platform for evaluating and optimizing AI systems to ensure performance, safety, and...](https://apiant.ai/connect/futureagi-to-scrapingant) - [ **Google Analytics to ScrapingAnt** Google Analytics 4 measures website and app traffic, user behavior and conversions; run reports and read...](https://apiant.ai/connect/google-analytics-2-to-scrapingant) - [ **HubSpot to ScrapingAnt** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-scrapingant) - [ **Salesforce to ScrapingAnt** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-scrapingant) - [ **Slack to ScrapingAnt** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-scrapingant) Questions ## Wealthbox CRM and ScrapingAnt, 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 ScrapingAnt when something happens in Wealthbox CRM? Any of ScrapingAnt's 4 actions, including Extract data from page, Get page as markdown, Get subscription usage and Scrape Page. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ScrapingAnt to Wealthbox CRM? ScrapingAnt has no triggers in the catalog today, so automations start in Wealthbox CRM. If you need the other direction, ask: your agent reads ScrapingAnt's API documentation and adds it. ### ### Do I have to build a connector for Wealthbox CRM or ScrapingAnt? 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 ScrapingAnt 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.