--- title: "Connect Buttondown and Method CRM - APIANT.ai" description: "When \"New Draft\" fires in Buttondown, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/buttondown-to-method-crm" --- # Connect Buttondown and Method CRM When **New Draft** fires in [Buttondown](https://apiant.ai/connections/buttondown), your agent runs **Add Contact to Existing Entity** in [Method CRM](https://apiant.ai/connections/method-crm), or **New Activity** in Method CRM to **Create Email** in Buttondown. Describe the whole flow and it is built, tested on every scenario and kept running. Buttondown **4** triggers Buttondown **29** actions Method CRM **6** triggers Method CRM **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Buttondown and Method CRM 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 Buttondown and Method CRM can do together ### From Buttondown to Method CRM - When **New Draft** in Buttondown then **Add Contact to Existing Entity** in Method CRM - When **New Scheduled Email** in Buttondown then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to Buttondown - When **New Activity** in Method CRM then **Create Email** in Buttondown - When **New Contact** in Method CRM then **Update Email** in Buttondown 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 Buttondown and Method CRM ## Triggers and actions 10 triggers · 43 actions - Trigger **New Draft** Triggers when a new draft is created. - Trigger **New Scheduled Email** Triggers when a new email is scheduled. - Trigger **Newsletters** Triggers when a new newsletter is created. - Trigger **New Tag** Triggers when a new tag is created. - Action **Add Segment** Create a new subscriber segment. - Action **Add Survey** Create a new survey. - Action **Create Draft** Creates a draft. - Action **Create Email** Creates an email. - Action **Create Subscriber** Creates a subscriber. - Action **Delete Automation** Delete an automation by id. - Action **Delete Email** Delete an email by id. - Action **Delete Newsletter** Delete a newsletter by id. - Action **Delete Segment** Delete a subscriber segment by id. - Action **Delete Subscriber** Remove a subscriber by id or email address. - Action **Delete Survey** Delete a survey by id. - Action **Delete Tag** Delete a tag by id. - Action **Find Tag** Finds a tag given its name. - Action **Get Automation** Retrieve a single automation by id. - Action **Get Email** Retrieve a single email by id. - Action **Get Newsletter** Retrieve a single newsletter by id. - Action **Get Segment** Retrieve a single subscriber segment by id. - Action **Get Survey** Retrieve a single survey by id. - Action **Get Tag** Retrieve a single tag by id. - Action **List Automations** List all automations configured on the account. - Action **List Segments** List all subscriber segments. - Action **List Surveys** List all surveys on the account. - Action **Publish Email** Publish a drafted email so it is sent and made public. - Action **Update Automation** Update an automation's configuration. - Action **Update Email** Update an existing email's content or metadata. - Action **Update Newsletter** Update a newsletter's settings. - Action **Update Segment** Update a subscriber segment's definition. - Action **Update Survey** Update a survey's configuration. - Action **Update Tag** Update a tag's name or metadata. - Trigger **New Activity** Triggers when a new activity is added in Method CRM. - Trigger **New Contact** Triggers 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 Opportunity** Triggers when a new opportunity is created in Method CRM. - Trigger **New Vendor** Triggers when a new vendor is added in Method CRM. - Action **Add Activity** Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields). - Action **Add Contact to Existing Entity** Creates 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 Entry** Creates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id. - Action **Add Opportunity** Creates a new opportunity in your Method CRM account. - Action **Delete record** Deletes a record from a Method CRM table, such as a contact, customer or activity. - Action **Find Contact** Finds 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 criteria** Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches. - Action **Find Vendor** Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches. - Action **Get record** Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID. - Action **Update record** Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice. ## Each app on its own - [ **Buttondown** Buttondown is an easy way to start and grow your newsletter.](https://apiant.ai/connections/buttondown) - [ **Method CRM** Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.](https://apiant.ai/connections/method-crm) Reviews ## What our customers say ## More from Buttondown - [ **Buttondown to HelloSalut** HelloSalut returns the word for "hello" in a visitor's own language.](https://apiant.ai/connect/buttondown-to-hellosalut) - [ **Buttondown to Zoho Campaigns** Zoho Campaigns lets you send email and social media campaigns to your subscribers.](https://apiant.ai/connect/buttondown-to-zoho-campaigns) - [ **Buttondown to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/buttondown-to-hubspot) - [ **Buttondown to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/buttondown-to-salesforce) - [ **Buttondown to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/buttondown-to-slack) - [ **Buttondown to Google Sheets** Google Sheets](https://apiant.ai/connect/buttondown-to-google-sheets) ## More into Method CRM - [ **HubSpot to Method CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-method-crm) - [ **Google Sheets to Method CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-method-crm) - [ **Gmail to Method CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-method-crm) - [ **Google Calendar to Method CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-method-crm) - [ **Google Drive to Method CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-method-crm) - [ **Mailchimp to Method CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-method-crm) Questions ## Buttondown and Method CRM, answered ### ### What can start an automation from Buttondown? Any of Buttondown's 4 triggers in the catalog, including New Draft, New Scheduled Email, New Tag and Newsletters. 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 Buttondown? 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 Buttondown? Yes. When something happens in Method CRM, your agent can act in Buttondown too. This page covers both directions: Method CRM's triggers and Buttondown's actions are listed here as well. ### ### Do I have to build a connector for Buttondown 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 Buttondown 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.