--- title: "Connect Method CRM to Dixa - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Set Custom Contact Attributes\" in Dixa." canonical: "https://apiant.ai/connect/method-crm-to-dixa" --- # Connect Method CRM to Dixa When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Set Custom Contact Attributes** in [Dixa](https://apiant.ai/connections/dixa). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Dixa **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Method CRM and Dixa 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 Method CRM can start in Dixa - When **New Activity** in Method CRM then **Set Custom Contact Attributes** in Dixa - When **New Contact** in Method CRM then **Add Internal Note** in Dixa 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 Method CRM and Dixa ## Triggers and actions 6 triggers · 37 actions - 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. - Action **Add Internal Note** Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note. - Action **Change Conversation Status** Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time. - Action **Create Callback Request** Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id. - Action **Create Conversation** Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID. - Action **Create User** Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user. - Action **Get Anonymization Status** Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed. - Action **Get Conversation by Id** Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes. - Action **Get Conversation Rating** Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey. - Action **Get Conversation Tags** Returns the tags applied to a conversation, including each tag's name, color and state. - Action **Get Messages in Conversation** Returns all messages in a Dixa conversation, sorted from oldest to newest. - Action **Get Queue by Id** Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found. - Action **Get User by Id** Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values. - Action **Remove Tag From Conversation** Removes a tag from a Dixa conversation. Active and inactive tags can both be removed. - Action **Search Conversation** Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found. - Action **Search Conversations by User** Returns the conversations requested by a specific end user. - Action **Search Enduser by External ID** Returns the end users whose external ID matches the value you provide. - Action **Search User by Email Address** Returns the Dixa end users whose email address matches the one you provide. - Action **Search User by Phone Number** Returns the Dixa end users whose phone number matches the one you specify. - Action **Set Custom Contact Attributes** Sets custom attribute values on an end user in Dixa and returns the attributes that were updated. - Action **Set Custom Conversation Attributes** Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes. - Action **Tag Conversation** Adds an existing active tag to a conversation. - Action **Transfer Conversation to Queue** Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent. - Action **Update End User** Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. Only the fields you fill in are changed. ## Each app on its own - [ **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) - [ **Dixa** Dixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one...](https://apiant.ai/connections/dixa) Reviews ## What our customers say ## More from Method CRM - [ **Method CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/method-crm-to-salesforce) - [ **Method CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/method-crm-to-slack) - [ **Method CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/method-crm-to-stripe) - [ **Method CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/method-crm-to-shopify) - [ **Method CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/method-crm-to-quickbooks-online) - [ **Method CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/method-crm-to-pipedrive) ## More into Dixa - [ **HubSpot to Dixa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dixa) - [ **Salesforce to Dixa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dixa) - [ **Slack to Dixa** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dixa) - [ **Google Sheets to Dixa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dixa) - [ **Gmail to Dixa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dixa) - [ **Google Calendar to Dixa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dixa) Questions ## Method CRM and Dixa, answered ### ### What can start an automation from Method CRM? Any of Method CRM's 6 triggers in the catalog, including New Activity, New Contact, New Customer or Customer Lead (QuickBooks Only) and New Customer/Vendor or Customer/Vendor Lead (Xero Only). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dixa when something happens in Method CRM? Any of Dixa's 23 actions, including Create Callback Request, Create Conversation, Create User and Update End User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dixa to Method CRM? Dixa has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Dixa's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Dixa? 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 Method CRM and Dixa 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.