--- title: "Connect meetergo and Method CRM - APIANT.ai" description: "When \"New Appointment\" fires in meetergo, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/meetergo-to-method-crm" --- # Connect meetergo and Method CRM When **New Appointment** fires in [meetergo](https://apiant.ai/connections/meetergo), 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 Appointment** in meetergo. Describe the whole flow and it is built, tested on every scenario and kept running. meetergo **3** triggers meetergo **4** 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 meetergo 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 meetergo and Method CRM can do together ### From meetergo to Method CRM - When **New Appointment** in meetergo then **Add Contact to Existing Entity** in Method CRM - When **New Appointment - Webhook** in meetergo then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to meetergo - When **New Activity** in Method CRM then **Create Appointment** in meetergo - When **New Contact** in Method CRM then **Get Appointment** in meetergo 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 meetergo and Method CRM ## Triggers and actions 9 triggers · 18 actions - Trigger **New Appointment** Triggers when a new appointment is created. - Trigger **New Appointment - Webhook** Triggers when a new appointment is created for any meeting type in your company. - Trigger **New Employee** Triggers when a new employee joins your brand. - Action **Cancel Appointment** Cancel an appointment. - Action **Create Appointment** Creates a new appointment. - Action **Get Appointment** Returns one appointment by id, including start/end, meeting info, attendees and isCancelled. - Action **List Meeting Types** /v4/meeting-type — lists the account's meeting types with their ids. Read-only. - 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 - [ **meetergo** Meetergo is appointment scheduling software to help anyone quickly and easily schedule meetings with you...](https://apiant.ai/connections/meetergo) - [ **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 meetergo - [ **meetergo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/meetergo-to-salesforce) - [ **meetergo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/meetergo-to-slack) - [ **meetergo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/meetergo-to-stripe) - [ **meetergo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/meetergo-to-shopify) - [ **meetergo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/meetergo-to-quickbooks-online) - [ **meetergo to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/meetergo-to-pipedrive) ## 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 ## meetergo and Method CRM, answered ### ### What can start an automation from meetergo? Any of meetergo's 3 triggers in the catalog, including New Appointment, New Appointment - Webhook and New Employee. 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 meetergo? 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 meetergo? Yes. When something happens in Method CRM, your agent can act in meetergo too. This page covers both directions: Method CRM's triggers and meetergo's actions are listed here as well. ### ### Do I have to build a connector for meetergo 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 meetergo 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.