--- title: "Connect FairTest and Method CRM - APIANT.ai" description: "When \"New Employee\" fires in FairTest, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/fairtest-to-method-crm" --- # Connect FairTest and Method CRM When **New Employee** fires in [FairTest](https://apiant.ai/connections/fairtest), 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 Employee** in FairTest. Describe the whole flow and it is built, tested on every scenario and kept running. FairTest **2** triggers FairTest **7** 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 FairTest 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 FairTest and Method CRM can do together ### From FairTest to Method CRM - When **New Employee** in FairTest then **Add Contact to Existing Entity** in Method CRM - When **New Selection Event** in FairTest then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to FairTest - When **New Activity** in Method CRM then **Create Employee** in FairTest - When **New Contact** in Method CRM then **Update Employee** in FairTest 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 FairTest and Method CRM ## Triggers and actions 8 triggers · 21 actions - Trigger **New Employee** Triggers when a new employee is added. - Trigger **New Selection Event** Triggers when a random selection is run. - Action **Create Employee** Creates a new employee - Action **Get employee** Retrieve a single employee by id. - Action **Get selection** Retrieve a single random selection event by id. - Action **List employees** List employees in the organisation, with pagination. - Action **List selections** List random selection events, with pagination. - Action **Run Random Selection** Randomly selects employees for drug and alcohol testing - Action **Update Employee** Updates an existing employee - 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 - [ **FairTest** FairTest is a drug and alcohol testing management platform that helps organisations run random selections...](https://apiant.ai/connections/fairtest) - [ **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 FairTest - [ **FairTest to Mozilla Remote Settings** Remote Settings PROD](https://apiant.ai/connect/fairtest-to-mozilla-remote-settings) - [ **FairTest to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fairtest-to-hubspot) - [ **FairTest to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fairtest-to-salesforce) - [ **FairTest to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fairtest-to-slack) - [ **FairTest to Google Sheets** Google Sheets](https://apiant.ai/connect/fairtest-to-google-sheets) - [ **FairTest to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fairtest-to-gmail) ## 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 ## FairTest and Method CRM, answered ### ### What can start an automation from FairTest? Any of FairTest's 2 triggers in the catalog, including New Employee and New Selection Event. 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 FairTest? 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 FairTest? Yes. When something happens in Method CRM, your agent can act in FairTest too. This page covers both directions: Method CRM's triggers and FairTest's actions are listed here as well. ### ### Do I have to build a connector for FairTest 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 FairTest 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.