--- title: "Connect Mendato and Method CRM - APIANT.ai" description: "When \"New Employee\" fires in Mendato, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/mendato-to-method-crm" --- # Connect Mendato and Method CRM When **New Employee** fires in [Mendato](https://apiant.ai/connections/mendato), 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 order** in Mendato. Describe the whole flow and it is built, tested on every scenario and kept running. Mendato **2** triggers Mendato **25** 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 Mendato 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 Mendato and Method CRM can do together ### From Mendato to Method CRM - When **New Employee** in Mendato then **Add Contact to Existing Entity** in Method CRM - When **New Subcontractor** in Mendato then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to Mendato - When **New Activity** in Method CRM then **Add order** in Mendato - When **New Contact** in Method CRM then **Add ticket** in Mendato 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 Mendato and Method CRM ## Triggers and actions 8 triggers · 39 actions - Trigger **New Employee** Triggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger. - Trigger **New Subcontractor** Triggers when a new subcontractor is added in Mendato. - Action **Add employee** Creates a new employee in Mendato. - Action **Add material** GraphQL mutation createMaterial. - Action **Add object** GraphQL mutation createObject (cleaning object/property). - Action **Add order** Creates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned. - Action **Add prospect** Creates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object. - Action **Add quote** GraphQL mutation createQuote. - Action **Add supplier** GraphQL mutation createSupplier. - Action **Add ticket** Creates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato. - Action **Add time record** Creates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at. - Action **Create Credit Note** Creates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts. - Action **Create Customer** Creates a new customer (person or company) in Mendato with address, contact and billing details. - Action **Create Estimate** Creates a new estimate - Action **Create Invoice** Creates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away. - Action **Create Subcontractor** Creates a new subcontractor - Action **Find Customer** Returns up to 100 customers whose number, name, email address or contact person matches the search text. - Action **Find employees by criteria** Returns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence. - Action **Find invoices by criteria** Returns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify. - Action **Find Subcontractor** Returns up to 100 subcontractors whose number, name or other details match the search text. - Action **Get customer** Returns a single customer by id, including contact details, address, email addresses, tax details, note and tags. - Action **Get order** Returns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services. - Action **Get prospect** Returns a single prospect (lead) by its id, with address, contact details, outcome and contact persons. - Action **Get Quote** Returns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items. - Action **Get Supplier** Returns a single supplier (Lieferant) by its id, with name, address, contact and tax details. - Action **Get time record** Returns a single time record by its id, including its date, start and end times, breaks, employee and object. - Action **Update customer** Updates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values. - 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 - [ **Mendato** Mendato is a cloud-based software for cleaning companies that manages staff, shifts, time tracking, and...](https://apiant.ai/connections/mendato) - [ **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 Mendato - [ **Mendato to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mendato-to-salesforce) - [ **Mendato to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mendato-to-slack) - [ **Mendato to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mendato-to-stripe) - [ **Mendato to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mendato-to-shopify) - [ **Mendato to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mendato-to-quickbooks-online) - [ **Mendato to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mendato-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 ## Mendato and Method CRM, answered ### ### What can start an automation from Mendato? Any of Mendato's 2 triggers in the catalog, including New Employee and New Subcontractor. 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 Mendato? 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 Mendato? Yes. When something happens in Method CRM, your agent can act in Mendato too. This page covers both directions: Method CRM's triggers and Mendato's actions are listed here as well. ### ### Do I have to build a connector for Mendato 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 Mendato 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.