--- title: "Connect Method CRM to Drop Cowboy - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add note to contact\" in Drop Cowboy." canonical: "https://apiant.ai/connect/method-crm-to-drop-cowboy" --- # Connect Method CRM to Drop Cowboy When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add note to contact** in [Drop Cowboy](https://apiant.ai/connections/drop-cowboy). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Drop Cowboy **24** 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 Drop Cowboy 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 Drop Cowboy - When **New Activity** in Method CRM then **Add note to contact** in Drop Cowboy - When **New Contact** in Method CRM then **Add tag to contact** in Drop Cowboy 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 Drop Cowboy ## Triggers and actions 6 triggers · 38 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 list** Creates a new, empty contact list in your Drop Cowboy account. - Action **Add note to contact** Adds a note to a Drop Cowboy contact. The note can contain basic HTML. - Action **Add number to do-not-contact list** Adds a phone number (and optionally an email) to the Drop Cowboy do-not-contact list and flags matching contacts as do-not-contact. - Action **Add tag** Creates a new tag in your Drop Cowboy account that you can then apply to contacts. - Action **Add tag to contact** Adds an existing tag to a contact and returns the contact's tags after the change. - Action **Add task** Opens a new task for a contact in the Drop Cowboy shared inbox. New tasks start open and unread. - Action **Delete contact** Deletes a contact. Returns the deleted contact with its deletion time set. - Action **Delete number from do-not-contact list** Removes a phone number from the do-not-contact list, clears the do-not-contact flag on matching contacts, and returns the entry that was removed. - Action **Find contacts by phone or email** Finds contacts whose phone number or email exactly matches the value you provide. - Action **Find numbers on do-not-contact list** Checks phone numbers or email addresses against the do-not-contact list and returns which of them are listed, with the matching entries. - Action **Find or add contact** Finds a contact by phone number (then email), or creates it if none matches, and returns its contact ID. Optionally adds the contact to a list. - Action **Get balance** Returns your Drop Cowboy account balance in US dollars, including the amount reserved for sends in flight, the spendable amount, and your auto-recharge settings. - Action **Get campaign statistics** Returns delivery totals for one campaign: sent, delivered, failed, pending and billable counts with their rates, plus email engagement counts for email campaigns. - Action **Get contact** Returns one contact by id, including its field values, phone numbers, lists, tags, pinned notes, consent and do-not-contact flags. Fails if no contact has that id. - Action **List campaigns** Returns the campaigns on your Drop Cowboy account, optionally narrowed by name, status or type. - Action **List contacts** Returns the contacts on your account, optionally narrowed by list, search text, disposition, owner or brand. - Action **List lists** Returns the contact lists in your Drop Cowboy account, each with its name, brand, owner and contact count. You can filter by name or brand and choose the sort order. - Action **List media files** Returns the playable media files on your Drop Cowboy account, newest first, including whether each is approved for API sends. - Action **Send AI call** Places one outbound call handled by a published AI agent to a phone number or contact. The call is queued and its outcome is reported later by Drop Cowboy. - Action **Send email** Sends an email from one of your Drop Cowboy sending mailboxes to an email address or an existing contact. - Action **Send Mimic AI™ Voicemail** Sends a ringless voicemail spoken from your text in a Mimic AI™ (text-to-speech or cloned) voice, to a phone number or an existing contact. - Action **Send SMS** Sends a text message (SMS, MMS with media, or RCS with a template) to a phone number or an existing contact. The send is queued; its outcome arrives later on status webhooks. - Action **Send voice broadcast** Queues a Press-1 voice broadcast call to one phone number or contact, playing one message to a live person and another to an answering machine. The outcome arrives later on the status webhook. - Action **Send Voicemail** Queues a ringless voicemail to a phone number or contact, using an uploaded audio file or text to speech. Returns the queued message id; the delivery result arrives later on the status webhook. ## 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) - [ **Drop Cowboy** Drop Cowboy is a Ringless Voicemail and SMS Marketing platform built to automate communication processes for...](https://apiant.ai/connections/drop-cowboy) 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 Drop Cowboy - [ **HubSpot to Drop Cowboy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-drop-cowboy) - [ **Salesforce to Drop Cowboy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-drop-cowboy) - [ **Slack to Drop Cowboy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-drop-cowboy) - [ **Google Sheets to Drop Cowboy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-drop-cowboy) - [ **Gmail to Drop Cowboy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-drop-cowboy) - [ **Google Calendar to Drop Cowboy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-drop-cowboy) Questions ## Method CRM and Drop Cowboy, 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 Drop Cowboy when something happens in Method CRM? Any of Drop Cowboy's 24 actions, including Send AI call, Send email, Send Mimic AI™ Voicemail and Send SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Drop Cowboy to Method CRM? Drop Cowboy has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Drop Cowboy's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Drop Cowboy? 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 Drop Cowboy 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.