--- title: "Connect Hubflo and Method CRM - APIANT.ai" description: "When \"Company Updated\" fires in Hubflo, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/hubflo-to-method-crm" --- # Connect Hubflo and Method CRM When **Company Updated** fires in [Hubflo](https://apiant.ai/connections/hubflo), your agent runs **Add Contact to Existing Entity** in [Method CRM](https://apiant.ai/connections/method-crm), or **New Activity** in Method CRM to **Add Comment to a Task** in Hubflo. Describe the whole flow and it is built, tested on every scenario and kept running. Hubflo **15** triggers Hubflo **48** 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 Hubflo 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 Hubflo and Method CRM can do together ### From Hubflo to Method CRM - When **Company Updated** in Hubflo then **Add Contact to Existing Entity** in Method CRM - When **New Chatroom** in Hubflo then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to Hubflo - When **New Activity** in Method CRM then **Add Comment to a Task** in Hubflo - When **New Contact** in Method CRM then **Create Contact** in Hubflo 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 Hubflo and Method CRM ## Triggers and actions 21 triggers · 62 actions - Trigger **Client Invited to Portal** Triggers when a new invitation to the portal is created. - Trigger **Company Updated** Triggers when a company is updated. - Trigger **Message Sent** Triggers when a message is sent in a chatroom - Trigger **New Chatroom** Triggers when a new chatroom is created. - Trigger **New Comment on a Task** Triggers when a new comment is created on a task. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New File Uploaded** Triggers when a new file is uploaded. - Trigger **New Folder** Triggers when a new folder is created. - Trigger **New Form** Triggers when a new form is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Proposal** Triggers when a new proposal is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Log** Triggers when a new time log is created. - Trigger **New Workspace** Triggers when a new workspace is created. - Action **Add a Participant to the Chatroom** Add a participant to the Chatroom. - Action **Add Comment to a Task** Adds a Comment to a Task. - Action **Add Embed to Workspace** Adds embed to workspace - Action **Add Link to Workspace** Adds link to workspace - Action **Add Project Section** Add a section with tasks to a project - Action **Create a File for a Task** Create a File for a Task. - Action **Create Company** Creates a Company - Action **Create Contact** Creates a Contact - Action **Create New Time Entry** Creates a New Time Entry - Action **Create Note** Creates a Note - Action **Create Project** Create a Project - Action **Create Proposal** Creates a proposal - Action **Create Task** Creates a Task - Action **Create Workspace** Creates a Workspace - Action **Create Workspace Folder** Add a new folder to a workspace. - Action **Create Workspace Note** Creates a Note in a Workspace - Action **Delete Workspace** Deletes a workspace - Irreversible - Action **Edit Time Entry** Edits a Particular Time Entry - Action **Find a Company** Retrieves a Company. - Action **Find a Form** Finds a Desired Form - Action **Find an Form Assignment** Finds an Assignment of a Form. - Action **Find Chatroom** Find chatroom from contacts. - Action **Find Contact** Finds a Contact by Email - Action **Find Content Items** Finds Content Items in a Organization. - Action **Find Project** Returns the projects matching a name, owner, client contact or workspace. - Action **Find Sections of a Project** Finds Sections of a Projects. - Action **Find the Form Assignments** Finds Assignments of a Form. - Action **Find the Tasks** FindsTasks or Subtasks. - Action **Find Workspace** Returns the workspaces matching a title, a workspace id or a project. - Action **Find Workspace Folder** Finds a Folder by Title in a Workspace - Action **Get Companies** Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name. - Action **Get Contacts** Get all your contacts - Action **Invite Contact to Workspace** Invite contact to a workspace - Action **List Task Comments** Lists all Comments of a Task. - Action **Retrieve a Comment of Task** Retrieves a Comment of Task. - Action **Retrieve a Task** Retrieves a Particular Task. - Action **Retrieve Chatroom Participants** Retrieve chatroom participants - Action **Retrieve Members** Retrieve members of an organization - Action **Retrieve Messages of a Chatroom** Retrieves messages from a given Chatroom. - Action **Send Form to a Client** Sends form to a client. - Action **Send Message in a Chatroom** Sends a Message in a Chatroom. - Action **Update Company** Updates a Company - Action **Update Contact** Updates a Contact - Action **Update Embed in Workspace** Updates embed in workspace - Action **Update Project** Updates a Project - Action **Update Task** Updates a Task - Action **Update Workspace** Updates a workspace. - Action **Update Workspace Folder** Updates a Workspace folder. - 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 - [ **Hubflo** Hubflo is the all-in-one client portal suite to work with clients](https://apiant.ai/connections/hubflo) - [ **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 Hubflo - [ **Hubflo to Magic The Gathering** Magic The Gathering API (magicthegathering.io) is a public catalog of Magic: The Gathering card and set data.](https://apiant.ai/connect/hubflo-to-magic-the-gathering) - [ **Hubflo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubflo-to-hubspot) - [ **Hubflo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hubflo-to-salesforce) - [ **Hubflo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hubflo-to-slack) - [ **Hubflo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hubflo-to-mailchimp) - [ **Hubflo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hubflo-to-stripe) ## 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 ## Hubflo and Method CRM, answered ### ### What can start an automation from Hubflo? Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. 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 Hubflo? 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 Hubflo? Yes. When something happens in Method CRM, your agent can act in Hubflo too. This page covers both directions: Method CRM's triggers and Hubflo's actions are listed here as well. ### ### Do I have to build a connector for Hubflo 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 Hubflo 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.