--- title: "Connect Easy Digital Downloads and Method CRM - APIANT.ai" description: "When \"New Customer\" fires in Easy Digital Downloads, your agent runs \"Add Customer or Customer Lead (QuickBooks Only)\" in Method CRM." canonical: "https://apiant.ai/connect/easy-digital-downloads-to-method-crm" --- # Connect Easy Digital Downloads and Method CRM When **New Customer** fires in [Easy Digital Downloads](https://apiant.ai/connections/easy-digital-downloads), your agent runs **Add Customer or Customer Lead (QuickBooks Only)** in [Method CRM](https://apiant.ai/connections/method-crm), or **New Activity** in Method CRM to **Find Customers** in Easy Digital Downloads. Describe the whole flow and it is built, tested on every scenario and kept running. Easy Digital Downloads **2** triggers Easy Digital Downloads **6** 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 Easy Digital Downloads 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 Easy Digital Downloads and Method CRM can do together ### From Easy Digital Downloads to Method CRM - When **New Customer** in Easy Digital Downloads then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM - When **New Sale** in Easy Digital Downloads then **Add Contact to Existing Entity** in Method CRM ### From Method CRM to Easy Digital Downloads - When **New Activity** in Method CRM then **Find Customers** in Easy Digital Downloads - When **New Contact** in Method CRM then **Find Discount Codes** in Easy Digital Downloads 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 Easy Digital Downloads and Method CRM ## Triggers and actions 8 triggers · 20 actions - Trigger **New Customer** Triggers when a new customer is added to your Easy Digital Downloads store. - Trigger **New Sale** Triggers when a new sale (payment) is recorded in your Easy Digital Downloads store. - Action **Find Customers** Finds customers in your Easy Digital Downloads store by email address or user ID, returning their details and purchase stats. - Action **Find Discount Codes** Finds discount codes in your Easy Digital Downloads store matching the code you enter. - Action **Get Product** Returns one product (download) from your store, including its info, pricing, files, notes and sales stats. - Action **Get Store Stats** Returns sales or earnings statistics for the store, optionally for today, yesterday, a date range, or a specific product. - Action **List Products** Returns the products (downloads) in your Easy Digital Downloads store, with their pricing, sales stats and files. - Action **List Sales** Returns recent sales from your store, optionally narrowed to one customer email, a sale ID, or a purchase key. - 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 - [ **Easy Digital Downloads** Easy Digital Downloads is a complete eCommerce solution for WordPress.](https://apiant.ai/connections/easy-digital-downloads) - [ **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 Easy Digital Downloads - [ **Easy Digital Downloads to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easy-digital-downloads-to-hubspot) - [ **Easy Digital Downloads to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easy-digital-downloads-to-salesforce) - [ **Easy Digital Downloads to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easy-digital-downloads-to-slack) - [ **Easy Digital Downloads to Google Sheets** Google Sheets](https://apiant.ai/connect/easy-digital-downloads-to-google-sheets) - [ **Easy Digital Downloads to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easy-digital-downloads-to-gmail) - [ **Easy Digital Downloads to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easy-digital-downloads-to-google-calendar) ## 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 ## Easy Digital Downloads and Method CRM, answered ### ### What can start an automation from Easy Digital Downloads? Any of Easy Digital Downloads's 2 triggers in the catalog, including New Customer and New Sale. 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 Easy Digital Downloads? 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 Easy Digital Downloads? Yes. When something happens in Method CRM, your agent can act in Easy Digital Downloads too. This page covers both directions: Method CRM's triggers and Easy Digital Downloads's actions are listed here as well. ### ### Do I have to build a connector for Easy Digital Downloads 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 Easy Digital Downloads 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.