Integration
Connect EasyRoutes and Method CRM
When New Imported Stop fires in EasyRoutes, your agent runs Add Contact to Existing Entity in Method CRM, or New Activity in Method CRM to Update Imported Stop Tasks in EasyRoutes. 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 EasyRoutes 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 EasyRoutes and Method CRM can do together
From EasyRoutes to Method CRM
When New Imported Stop in EasyRoutes
then Add Contact to Existing Entity in Method CRM
From Method CRM to EasyRoutes
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 EasyRoutes and Method CRM
Triggers and actions 9 triggers · 51 actions
- New Imported Stop
Triggers when a new stop is imported into your stop library.
- New Route
Triggers when a new delivery route is created.
- Route Updated
Triggers when a delivery route is created or changed.
- Assign Route Driver
Assigns a driver to a route.
- Assign Route Vehicle
Assigns a vehicle to a route.
- Delete Imported Stop
Deletes an imported stop from your stop library.
- Delete Route Stops
Removes stops from a route.
- Dispatch Route
Dispatches a route to its driver.
- Get Driver
Returns one driver by ID.
- Get Imported Stop
Returns one imported stop by ID.
- Get Imported Stop Route Info
Returns the routes an imported stop is on.
- Get Route
Returns one delivery route with its stops.
- Get Route Stop
Returns one stop on a route, including delivery status and proof of delivery.
- Get Shopify Order Route Info
Returns the routes a Shopify order's stop is on.
- Get Vehicle
Returns one vehicle by ID.
- Import Stops
Imports one or more stops into your EasyRoutes stop library.
- List Drivers
Returns the drivers in your EasyRoutes organization, optionally filtered by status.
- List Imported Stops
Returns stops imported into your EasyRoutes stop library.
- List Routes
Returns recent delivery routes.
- List Vehicles
Returns the vehicles in your EasyRoutes organization.
- Reoptimize Route
Re-optimizes the stop order of a route.
- Reorder Route Stop
Moves a stop to a new position in its route.
- Resync Route Orders
Refreshes a route's stops from their Shopify orders.
- Unassign Route Driver
Removes the driver from a route.
- Unassign Route Vehicle
Removes the vehicle from a route.
- Undispatch Route
Recalls a dispatched route from its driver.
- Update Imported Stop
Updates an imported stop's details.
- Update Imported Stop Items
Replaces the items on an imported stop.
- Update Imported Stop Location
Changes the address of an imported stop.
- Update Imported Stop Tasks
Replaces the tasks on an imported stop.
- Update Route
Updates a route's name, note, tags or limits.
- Update Route End Location
Changes where a route ends.
- Update Route End Tasks
Replaces the tasks the driver completes at the end of a route.
- Update Route Start Location
Changes where a route starts.
- Update Route Start Tasks
Replaces the tasks the driver completes at the start of a route.
- Update Route Stop
Updates a stop on a route, such as its delivery status or note.
- Update Route Stop Items
Replaces the items delivered at a route stop.
- Update Route Stop Location
Changes the address of a route stop.
- Update Route Stop Shopify Order Items
Replaces the Shopify order items delivered at a route stop.
- Update Route Stop Tasks
Replaces the tasks the driver completes at a route stop.
- New Activity
Triggers when a new activity is added in Method CRM.
- New Contact
Triggers when a new contact is added in Method CRM.
- New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.
- 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.
- New Opportunity
Triggers when a new opportunity is created in Method CRM.
- New Vendor
Triggers when a new vendor is added in Method CRM.
- Add Activity
Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).
- Add Contact to Existing Entity
Creates a contact in Method CRM linked to an existing customer, vendor or lead.
- Add Customer or Customer Lead (QuickBooks Only)
Creates a customer or customer lead in a QuickBooks-synced Method CRM account.
- 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.
- 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.
- Add Opportunity
Creates a new opportunity in your Method CRM account.
- Delete record
Deletes a record from a Method CRM table, such as a contact, customer or activity.
- Find Contact
Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.
- Find Customer or Customer Lead (QuickBooks Only)
Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.
- Find Customer/Vendor or Customer/Vendor Lead (Xero Only)
Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.
- Find records by criteria
Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches.
- Find Vendor
Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.
- Get record
Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.
- Update record
Updates 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
EasyRoutes and Method CRM, answered
What can start an automation from EasyRoutes?
Any of EasyRoutes's 3 triggers in the catalog, including New Imported Stop, New Route and Route Updated. 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 EasyRoutes?
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 EasyRoutes?
Yes. When something happens in Method CRM, your agent can act in EasyRoutes too. This page covers both directions: Method CRM's triggers and EasyRoutes's actions are listed here as well.
Do I have to build a connector for EasyRoutes 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 EasyRoutes 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.