Integration
Connect Method CRM to Iterable
When New Activity fires in Method CRM, your agent runs Add email template in Iterable. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Method CRM and Iterable to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Method CRM can start in Iterable
When New Activity in Method CRM
then Add email template in Iterable
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 Iterable
Triggers and actions 6 triggers · 34 actions
- New Activity
Triggers when a new activity is added in Method CRM.
- New Contact
Triggers when a new contact is added in Method CRM.
- New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.
- 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.
- New Opportunity
Triggers when a new opportunity is created in Method CRM.
- New Vendor
Triggers when a new vendor is added in Method CRM.
- Add Activity
Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).
- Add Contact to Existing Entity
Creates a contact in Method CRM linked to an existing customer, vendor or lead.
- Add Customer or Customer Lead (QuickBooks Only)
Creates a customer or customer lead in a QuickBooks-synced Method CRM account.
- 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.
- 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.
- Add Opportunity
Creates a new opportunity in your Method CRM account.
- Delete record
Deletes a record from a Method CRM table, such as a contact, customer or activity.
- Find Contact
Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.
- Find Customer or Customer Lead (QuickBooks Only)
Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.
- Find Customer/Vendor or Customer/Vendor Lead (Xero Only)
Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.
- Find records by criteria
Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches.
- Find Vendor
Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.
- Get record
Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.
- Update record
Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice.
- Add email template
Creates an email template, or updates every email template that already has the same client template ID.
- Add list
Creates a new static list in Iterable and returns its id.
- Add user to list
Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.
- Create a User
Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.
- Delete catalog item
Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.
- Delete list
Deletes a list from your Iterable project.
- Delete user
Deletes an Iterable user by email address. Deletion is processed asynchronously.
- Get catalog item
Returns one item from an Iterable catalog, including all of its field values.
- Get email template
Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.
- Get user
Returns an Iterable user profile, including all its data fields, looked up by email address.
- List lists
Returns all lists in the Iterable project, including their id, name and list type.
- Remove user from list
Removes a user, identified by email or user ID, from an Iterable static list.
- Send email
Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.
- Send push notification
Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.
- Send SMS
Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.
- Track a Purchase
Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.
- Track Event
Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data.
- Trigger campaign
Sends an existing triggered campaign to the members of one or more lists.
- Update a User's Shopping Cart Items
Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.
- Update user subscriptions
Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Method CRM and Iterable, 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 Iterable when something happens in Method CRM?
Any of Iterable's 20 actions, including Create a User, Send email, Send push notification and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Iterable to Method CRM?
Iterable has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Iterable's API documentation and adds it.
Do I have to build a connector for Method CRM or Iterable?
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 Iterable 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.