--- title: "Connect Wealthbox CRM and Webflow - APIANT.ai" description: "When \"New Contact\" fires in Wealthbox CRM, your agent runs \"Create Collection Item\" in Webflow." canonical: "https://apiant.ai/connect/wealthbox-crm-to-webflow" --- # Connect Wealthbox CRM and Webflow When **New Contact** fires in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), your agent runs **Create Collection Item** in [Webflow](https://apiant.ai/connections/webflow), or **New Collection Item (polling)** in Webflow to **Find Contact** in Wealthbox CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Wealthbox CRM **5** triggers Wealthbox CRM **10** actions Webflow **1** trigger Webflow **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 Webflow 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 and Webflow can do together ### From Wealthbox CRM to Webflow - When **New Contact** in Wealthbox CRM then **Create Collection Item** in Webflow - When **New Event** in Wealthbox CRM then **Publish Collection Items** in Webflow ### From Webflow to Wealthbox CRM - When **New Collection Item (polling)** in Webflow then **Find Contact** in Wealthbox CRM - When **New Collection Item (polling)** in Webflow then **Get contact** in Wealthbox 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 Wealthbox CRM and Webflow ## Triggers and actions 6 triggers · 21 actions - 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 Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project 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 **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. - Trigger **New Collection Item (polling)** Polls a CMS collection for newly created items. - Action **Create Collection Item** Creates a new item in a CMS collection. - Action **Delete Collection Item** Deletes a CMS collection item by ID. - Action **Get Collection** Retrieves details and field schema of a CMS collection. - Action **Get Collection Item** Retrieves a single CMS collection item by ID. - Action **Get Site** Retrieves details of a single site by ID. - Action **List Collection Items** Lists items in a CMS collection (paginated). - Action **List Collections** Lists all CMS collections for a site. - Action **List Forms** Lists forms for a site. - Action **List Sites** Lists all sites the authorized user can access. - Action **Publish Collection Items** Publishes the specified live CMS collection items. - Action **Publish Site** Publishes a site to the specified domains. ## 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) - [ **Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connections/webflow) 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 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) - [ **Wealthbox CRM to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/wealthbox-crm-to-supabase) ## More into Webflow - [ **Salesforce to Webflow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webflow) - [ **Slack to Webflow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webflow) - [ **Stripe to Webflow** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-webflow) - [ **Shopify to Webflow** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-webflow) - [ **QuickBooks Online to Webflow** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-webflow) - [ **Pipedrive to Webflow** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-webflow) Questions ## Wealthbox CRM and Webflow, answered ### ### What can start an automation from Wealthbox CRM? Any of Wealthbox CRM's 5 triggers in the catalog, including New Contact, New Event, New Opportunity and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Webflow when something happens in Wealthbox CRM? Any of Webflow's 11 actions, including Create Collection Item, Get Collection, Get Collection Item and Get Site. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Webflow to Wealthbox CRM? Yes. When something happens in Webflow, your agent can act in Wealthbox CRM too. This page covers both directions: Webflow's triggers and Wealthbox CRM's actions are listed here as well. ### ### Do I have to build a connector for Wealthbox CRM or Webflow? 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 Webflow 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.