--- title: "Connect Method CRM to GoodAPI: Plant Trees - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add charity donation\" in GoodAPI: Plant Trees." canonical: "https://apiant.ai/connect/method-crm-to-goodapi-plant-trees" --- # Connect Method CRM to GoodAPI: Plant Trees When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add charity donation** in [GoodAPI: Plant Trees](https://apiant.ai/connections/goodapi-plant-trees). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions GoodAPI: Plant Trees **12** 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 GoodAPI: Plant Trees 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 GoodAPI: Plant Trees - When **New Activity** in Method CRM then **Add charity donation** in GoodAPI: Plant Trees - When **New Contact** in Method CRM then **Plant Trees** in GoodAPI: Plant Trees 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 GoodAPI: Plant Trees ## Triggers and actions 6 triggers · 26 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 charity donation** Makes a charitable donation to a vetted nonprofit, identified by its EIN or nonprofit id. Returns the recorded donation with its id and amount. - Action **Find charities** Searches the charity directory and returns the matching organizations. Search by all or part of a charity's name, or by its EIN for one exact organization; with neither, it returns a general list of charities. - Action **Get dashboard link** Returns the web address of your public impact dashboard, showing the trees planted and plastic rescued on your account. Share the link or embed it in your own site. - Action **Get planting evidence** Returns the verified planting evidence for your whole account: a summary of trees planted, carbon offset and area restored, plus the planting regions with their photo and video evidence. - Action **Get tree evidence** Returns the proof for one planted tree: where and when it was registered, funded, allocated and planted, together with location, planting crew and photo evidence. - Action **List planted trees** Returns every tree planting on your account, along with your running totals for all time and for the current month. - Action **List rescued bottles** Returns the ocean-bound plastic bottle rescues registered on your account, with the running totals, optionally narrowed to one rescue, an attribution label or a date range. - Action **Plant Trees** Plants the number of trees you ask for and returns confirmation of the planting, including the running totals for your account. - Action **Refund charity donation** Marks a charity donation as refunded. Donations can normally only be refunded within the current billing cycle. - Action **Refund plastic bottle rescue** Refunds a previous plastic bottle rescue and returns the refund record along with your remaining rescued bottle total. - Action **Refund tree registration** Refunds a tree planting you previously made, and returns the refund along with your updated tree total. - Action **Rescue plastic bottles** Rescues the number of ocean-bound plastic bottles you ask for and returns confirmation of the rescue, including the running totals for your account. ## 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) - [ **GoodAPI: Plant Trees** GoodAPI: Plant Trees is an app that allows you to seamlessly plant trees that help restore natural habits...](https://apiant.ai/connections/goodapi-plant-trees) 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 GoodAPI: Plant Trees - [ **OneDrive to GoodAPI: Plant Trees** OneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across...](https://apiant.ai/connect/onedrive-to-goodapi-plant-trees) - [ **Jumpseller to GoodAPI: Plant Trees** Jumpseller is an e-commerce platform for fast-growing businesses!](https://apiant.ai/connect/jumpseller-to-goodapi-plant-trees) - [ **Open Government, Finland to GoodAPI: Plant Trees** Finland Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...](https://apiant.ai/connect/open-government-finland-to-goodapi-plant-trees) - [ **Open Government, Slovenia to GoodAPI: Plant Trees** Slovenia Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...](https://apiant.ai/connect/open-government-slovenia-to-goodapi-plant-trees) - [ **HubSpot to GoodAPI: Plant Trees** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-goodapi-plant-trees) - [ **Salesforce to GoodAPI: Plant Trees** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-goodapi-plant-trees) Questions ## Method CRM and GoodAPI: Plant Trees, 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 GoodAPI: Plant Trees when something happens in Method CRM? Any of GoodAPI: Plant Trees's 12 actions, including Add charity donation, Find charities, Get dashboard link and Get planting evidence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GoodAPI: Plant Trees to Method CRM? GoodAPI: Plant Trees has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads GoodAPI: Plant Trees's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or GoodAPI: Plant Trees? 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 GoodAPI: Plant Trees 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.