Integration
Connect Wealthbox CRM and WebWork Time Tracker
When New Contact fires in Wealthbox CRM, your agent runs Update Task in WebWork Time Tracker, or New Contract in WebWork Time Tracker to Find Contact in Wealthbox CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Wealthbox CRM and WebWork Time Tracker to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Wealthbox CRM and WebWork Time Tracker can do together
From Wealthbox CRM to WebWork Time Tracker
When New Contact in Wealthbox CRM
then Update Task in WebWork Time Tracker
From WebWork Time Tracker to 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 WebWork Time Tracker
Triggers and actions 9 triggers · 18 actions
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project is created in Wealthbox.
- Task Complete
Triggers when a task is marked complete in Wealthbox.
- 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.
- Create Household
Creates a new household in Wealthbox and returns the household record.
- Delete contact
Deletes an existing contact from your Wealthbox workspace.
- Delete household member
Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.
- Delete task
Deletes an existing task from the Wealthbox workspace and returns the deleted task.
- Find Contact
Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
- Get contact
Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
- Get opportunity
Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
- Get task
Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
- List tasks
Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
- New Contract
Fires once for each new contract (a member assigned to a project) in the selected WebWork workspace.
- New Member
Fires when a new member appears in a WebWork workspace.
- New Project
Fires once for each new project in the selected workspace.
- New Task
Fires once for each new task created in a WebWork project.
- Create Contract
Assign a member to a project in a WebWork workspace by creating a contract, with optional weekly hours limit, screenshot mode and hourly rate.
- Create Project
Create a new project in a WebWork workspace. Only workspace Owners and Executive Managers can create projects.
- Get Contract
Returns one contract (a member's assignment to a project) with its weekly hours limit, rate and status.
- Get Project
Returns one project by its ID, including its name, dates, estimate, notes and custom field values.
- Get Task
Returns one task with its title, status, priority and dates.
- Update Contract
Updates an existing contract (a member's assignment to a project): weekly hours limit, screenshot mode, hourly rate or status.
- Update Project
Updates an existing project by ID. Only the fields you fill in are changed.
- Update Task
Update an existing task in a WebWork project. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Wealthbox CRM and WebWork Time Tracker, 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 WebWork Time Tracker when something happens in Wealthbox CRM?
Any of WebWork Time Tracker's 8 actions, including Create Contract, Create Project, Update Contract and Update Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WebWork Time Tracker to Wealthbox CRM?
Yes. When something happens in WebWork Time Tracker, your agent can act in Wealthbox CRM too. This page covers both directions: WebWork Time Tracker's triggers and Wealthbox CRM's actions are listed here as well.
Do I have to build a connector for Wealthbox CRM or WebWork Time Tracker?
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 WebWork Time Tracker 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.