Integration
Connect Juro and Method CRM
When New Contract fires in Juro, your agent runs Add Contact to Existing Entity in Method CRM, or New Activity in Method CRM to Create Contract in Juro. 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 Juro 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)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 Juro and Method CRM can do together
From Juro to Method CRM
When New Contract in Juro
then Add Contact to Existing Entity in Method CRM
From Method CRM to Juro
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 Juro and Method CRM
Triggers and actions 8 triggers · 26 actions
- New Contract
Triggers when a new contract is created in your Juro account.
- Updated Contract
Triggers when a contract in your Juro account is created or updated.
- Create Contract
Creates a Juro contract from a published template, filling in your side's answers and smartfield values.
- Delete Contract
Deletes a Juro contract.
- Download Contract PDF
Downloads the PDF of a Juro contract (a ZIP for contracts created from an uploaded PDF).
- Get Contract
Returns one Juro contract with its status, smartfields, signing sides and links.
- Get Template
Returns one Juro template with its smartfields, questions and signing sides.
- List Contracts
Returns contracts in your Juro account, optionally only those updated in a date range, in given workspaces or from one template.
- List Templates
Returns all contract templates in your Juro account, with each template's ID, name and status.
- Send Contract for Signing
Sends a Juro contract to a signing side, emailing them a link to sign.
- Send Contract to Signatory
Sends a Juro contract to one signatory of a signing side, emailing them a link to sign.
- Sign Contract
Signs a Juro contract on your side using a signature image.
- Update Contract
Updates a Juro contract's name, smartfield values, signing sides or tables. Once signed, only smartfields can change.
- Upload Contract PDF
Creates a Juro contract from an uploaded PDF document (up to 10MB).
- 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
More from Juro
Juro to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Juro to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Juro to MailchimpMailchimp marketing automation and email platform.
Juro to StripeStripe is a payment processing platform for online businesses.
Juro to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Juro to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Method CRM
HubSpot to Method CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Method CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Method CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Method CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Method CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Juro and Method CRM, answered
What can start an automation from Juro?
Any of Juro's 2 triggers in the catalog, including New Contract and Updated Contract. 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 Juro?
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 Juro?
Yes. When something happens in Method CRM, your agent can act in Juro too. This page covers both directions: Method CRM's triggers and Juro's actions are listed here as well.
Do I have to build a connector for Juro 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 Juro 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.