--- title: "Connect Method CRM to Folderit Dms - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add entity tasks\" in Folderit Dms." canonical: "https://apiant.ai/connect/method-crm-to-folderit-dms" --- # Connect Method CRM to Folderit Dms When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add entity tasks** in [Folderit Dms](https://apiant.ai/connections/folderit-dms). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Folderit Dms **22** 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 Folderit Dms 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 Folderit Dms - When **New Activity** in Method CRM then **Add entity tasks** in Folderit Dms - When **New Contact** in Method CRM then **Add file** in Folderit Dms 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 Folderit Dms ## Triggers and actions 6 triggers · 36 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 entity tasks** Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item. - Action **Add file** /v2/accounts/{accountUid}/files/upload - upload new file/version. - Action **Add folder** /v2/accounts/{accountUid}/folders - create a folder/section. - Action **Add group** Creates a new user group in a Folderit account. - Action **Add share** Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link. - Action **Add tag** Creates a new tag in a Folderit account, optionally nested under an existing parent tag. - Action **Add tags to file** /v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file. - Action **Add team user** Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country. - Action **Delete file** Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details. - Action **Delete folder** /v2/accounts/{accountUid}/folders/{folderUid}. - Action **Find files** Searches the files of a Folderit account by text and optional filters, returning the matching files. - Action **Get entity tasks** Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder. - Action **Get file download link** /v2/accounts/{accountUid}/files/{fileUid}/download - returns download link. - Action **Get folder** /v2/accounts/{accountUid}/folders/{folderUid} - folder info. - Action **List accounts** Lists the Folderit accounts available to the connected user, optionally filtered by name or ownership. - Action **List files** Lists the files directly inside a Folderit folder or section. - Action **List folders** Lists the subfolders directly inside a Folderit folder or section. - Action **List groups** Lists the user groups in a Folderit account. - Action **List tags** Lists all tags in a Folderit account. - Action **List team users** Lists the team users of a Folderit account, optionally filtered by email address. - Action **Update file** Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end. - Action **Update folder** /v2/accounts/{accountUid}/folders/{folderUid} - update folder. ## 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) - [ **Folderit Dms** Cloud document management system for organizing files, custom intake forms, e-signatures, and approval...](https://apiant.ai/connections/folderit-dms) 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 Folderit Dms - [ **HubSpot to Folderit Dms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-folderit-dms) - [ **Salesforce to Folderit Dms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-folderit-dms) - [ **Slack to Folderit Dms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-folderit-dms) - [ **Google Sheets to Folderit Dms** Google Sheets](https://apiant.ai/connect/google-sheets-to-folderit-dms) - [ **Gmail to Folderit Dms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-folderit-dms) - [ **Google Calendar to Folderit Dms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-folderit-dms) Questions ## Method CRM and Folderit Dms, 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 Folderit Dms when something happens in Method CRM? Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Folderit Dms to Method CRM? Folderit Dms has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Folderit Dms? 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 Folderit Dms 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.