Integration
Connect Boomerangme and Method CRM
When New Customer fires in Boomerangme, your agent runs Add Customer or Customer Lead (QuickBooks Only) in Method CRM, or New Activity in Method CRM to Create Customer in Boomerangme. 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 Boomerangme and Method CRM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Boomerangme and Method CRM can do together
From Boomerangme to Method CRM
When New Customer in Boomerangme
then Add Customer or Customer Lead (QuickBooks Only) in Method CRM
When New Manager in Boomerangme
then Add Contact to Existing Entity in Method CRM
From Method CRM to Boomerangme
When New Activity in Method CRM
then Create Customer in Boomerangme
When New Contact in Method CRM
then Add Amount to Card in Boomerangme
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 Boomerangme and Method CRM
Triggers and actions 11 triggers · 40 actions
Trigger
Card IssuedTriggers when a new loyalty card is issued to a customer.
Trigger
New CustomerTriggers when a new customer is added in Boomerangme.
Trigger
New ManagerTriggers when a new manager is added to the account.
Trigger
New SubaccountTriggers when a new sub-account company signs up under your agency.
Trigger
New TemplateTriggers when a new card template is created.
Action
Activate TemplateActivates a card template so customers can install cards from it.
Action
Add Amount to CardAdds an amount to a customer's Cashback card.
Action
Card Add PointAdds points to a customer's Discount, Cashback or Gift card.
Action
Card Add RewardAdds rewards to a customer's Stamp card.
Action
Card Add ScoresAdds points (scores) to a customer's Reward or Multipass card.
Action
Card Add StampAdds stamps to a customer's Stamp loyalty card.
Action
Card Add VisitRecords visits on a customer's loyalty card.
Action
Card Receive RewardRedeems a reward on a customer's Reward card.
Action
Card Redeem CouponRedeems a customer's Coupon card.
Action
Card Subtract AmountSubtracts an amount from a customer's Cashback card.
Action
Card Subtract PointSubtracts points from a customer's Discount, Cashback or Gift card.
Action
Card Subtract RewardSubtracts rewards from a customer's Stamp card.
Action
Card Subtract ScoresSubtracts points (scores) from a customer's Reward or Multipass card.
Action
Card Subtract StampSubtracts stamps from a customer's Stamp card.
Action
Card Subtract VisitSubtracts visits from a customer's Multipass or Membership card.
Action
Create CompanyCreates a sub-account company under your agency account.
Action
Create CustomerCreates a new customer in Boomerangme.
Action
Create Webhook SubscriptionSubscribes a URL to a Boomerangme webhook event.
Action
Delete TemplateDeletes a Boomerangme card template.
Action
Delete Webhook SubscriptionDeletes a Boomerangme webhook subscription.
Action
Edit CompanyUpdates a sub-account company's name or expiry date.
Action
Edit CustomerUpdates an existing customer's details.
Action
Find CardFinds a customer's card for a given card template.
Action
Find Customer by PhoneFinds a customer by phone number.
Action
Issue CardIssues a loyalty card from a template to a customer.
Action
Send PushSends a push notification to holders of a card template, or to one card.
Trigger
New ActivityTriggers when a new activity is added in Method CRM.
Trigger
New ContactTriggers when a new contact is added in Method CRM.
Trigger
New Customer or Customer Lead (QuickBooks Only)Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.
Trigger
New Customer/Vendor or Customer/Vendor Lead (Xero Only)Triggers when a new customer/vendor or customer/vendor lead is added in a Xero-synced Method account.
Trigger
New OpportunityTriggers when a new opportunity is created in Method CRM.
Trigger
New VendorTriggers when a new vendor is added in Method CRM.
Action
Add ActivityCreates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).
Action
Add Contact to Existing EntityCreates a contact in Method CRM linked to an existing customer, vendor or lead.
Action
Add Customer or Customer Lead (QuickBooks Only)Creates a customer or customer lead in a QuickBooks-synced Method CRM account.
Action
Add Customer/Vendor or Customer/Vendor Lead (Xero Only)Creates a customer/vendor or customer/vendor lead in a Method CRM account synced with Xero.
Action
Add Generic EntryCreates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id.
Action
Add OpportunityCreates a new opportunity in your Method CRM account.
Action
Delete recordDeletes a record from a Method CRM table, such as a contact, customer or activity.
Action
Find ContactFinds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.
Action
Find Customer or Customer Lead (QuickBooks Only)Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.
Action
Find Customer/Vendor or Customer/Vendor Lead (Xero Only)Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.
Action
Find records by criteriaFinds records in a Method CRM table that match your filter criteria, returning up to 100 matches.
Action
Find VendorFinds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.
Action
Get recordReturns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.
Action
Update recordUpdates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice.
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
Boomerangme and Method CRM, answered
What can start an automation from Boomerangme?
Any of Boomerangme's 5 triggers in the catalog, including New Customer, New Manager, New Subaccount and New Template. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Method CRM when something happens in Boomerangme?
Any of Method CRM's 14 actions, including Update record, Add Activity, Add Contact to Existing Entity and Add Customer or Customer Lead (QuickBooks Only). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Method CRM to Boomerangme?
Yes. When something happens in Method CRM, your agent can act in Boomerangme too. This page covers both directions: Method CRM's triggers and Boomerangme's actions are listed here as well.
Do I have to build a connector for Boomerangme or Method 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 Boomerangme and Method 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.