--- title: "Connect Conversion Tools and Method CRM - APIANT.ai" description: "When \"Conversion Failed\" fires in Conversion Tools, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/conversion-tools-to-method-crm" --- # Connect Conversion Tools and Method CRM When **Conversion Failed** fires in [Conversion Tools](https://apiant.ai/connections/conversion-tools), your agent runs **Add Contact to Existing Entity** in [Method CRM](https://apiant.ai/connections/method-crm), or **New Activity** in Method CRM to **Convert File** in Conversion Tools. Describe the whole flow and it is built, tested on every scenario and kept running. Conversion Tools **4** triggers Conversion Tools **2** 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 Conversion Tools 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 Conversion Tools and Method CRM can do together ### From Conversion Tools to Method CRM - When **Conversion Failed** in Conversion Tools then **Add Contact to Existing Entity** in Method CRM - When **Conversion Result Available** in Conversion Tools then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to Conversion Tools - When **New Activity** in Method CRM then **Convert File** in Conversion Tools - When **New Contact** in Method CRM then **Convert File and Get the Result** in Conversion Tools 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 Conversion Tools and Method CRM ## Triggers and actions 10 triggers · 16 actions - Trigger **Conversion Failed** Triggered when a file conversion fails, giving the reason it failed. - Trigger **Conversion Result Available** Triggered when a finished conversion has its result file ready to download. - Trigger **Conversion Started** Triggered when a new file conversion is submitted, while it is still queued or running. - Trigger **Conversion Successfully Finished** Triggered when a file conversion finishes successfully. - Action **Convert File** Uploads a file to Conversion Tools and starts converting it, returning the conversion ID. Use one of the result triggers or Convert File and Get the Result to pick up the converted file. - Action **Convert File and Get the Result** Uploads a file to Conversion Tools, converts it, waits for the conversion to finish and returns a link to download the result. - 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 - [ **Conversion Tools** Converting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.](https://apiant.ai/connections/conversion-tools) - [ **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 Conversion Tools - [ **Conversion Tools to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/conversion-tools-to-outlook) - [ **Conversion Tools to Donately** Donately makes online donations dead simple and provides a space for non-profits to manage their donors and...](https://apiant.ai/connect/conversion-tools-to-donately) - [ **Conversion Tools to MagicSlides** MagicSlides is an AI-powered tool that creates professional presentations from text, PDFs, and more in...](https://apiant.ai/connect/conversion-tools-to-magicslides) - [ **Conversion Tools to Powrbot** Powrbot automates searching the web for company data.](https://apiant.ai/connect/conversion-tools-to-powrbot) - [ **Conversion Tools to Wander Atlas** Wander Atlas publishes hourly crowd forecasts for more than 620 tourist attractions across 20 countries.](https://apiant.ai/connect/conversion-tools-to-wander-atlas) - [ **Conversion Tools to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/conversion-tools-to-hubspot) ## 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 ## Conversion Tools and Method CRM, answered ### ### What can start an automation from Conversion Tools? Any of Conversion Tools's 4 triggers in the catalog, including Conversion Failed, Conversion Result Available, Conversion Started and Conversion Successfully Finished. 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 Conversion Tools? 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 Conversion Tools? Yes. When something happens in Method CRM, your agent can act in Conversion Tools too. This page covers both directions: Method CRM's triggers and Conversion Tools's actions are listed here as well. ### ### Do I have to build a connector for Conversion Tools 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 Conversion Tools 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.