--- title: "Connect Method CRM to Lob - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Create Address\" in Lob." canonical: "https://apiant.ai/connect/method-crm-to-lob" --- # Connect Method CRM to Lob When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Create Address** in [Lob](https://apiant.ai/connections/lob). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Lob **40** 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 Lob 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 Lob - When **New Activity** in Method CRM then **Create Address** in Lob - When **New Contact** in Method CRM then **Create Bank Account** in Lob 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 Lob ## Triggers and actions 6 triggers · 54 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 **Autocomplete US Address** Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type. - Action **Bulk Verify International Addresses** Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable. - Action **Cancel Check** Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window. - Action **Cancel Letter** Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window. - Action **Cancel Postcard** Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window. - Action **Create Address** Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings. - Action **Create Bank Account** Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet. - Action **Create Template** Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version. - Action **Delete Address** Deletes a saved address from Lob. Returns the deleted address's ID. - Action **Delete Bank Account** Deletes a saved bank account from Lob. Returns the deleted bank account's ID. - Action **Delete Template** Deletes an HTML template from Lob. Returns the deleted template's ID. - Action **Get Address** Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it. - Action **Get Bank Account** Returns one saved bank account from Lob by its ID, including whether it has been verified. - Action **Get Check** Returns one check from Lob by its ID, including its amount, status and delivery tracking events. - Action **Get Letter** Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events. - Action **Get Postcard** Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events. - Action **Get Template** Returns one HTML template from Lob by its ID, including its published version and version history. - Action **List Addresses** Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more. - Action **List Bank Accounts** Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more. - Action **List Booklets** Returns the booklets you have created in Lob, newest first, with cursors for paging through more. - Action **List Campaigns** Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more. - Action **List Checks** Returns the checks you have sent through Lob, newest first, with cursors for paging through more. - Action **List Informed Delivery Campaigns** Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more. - Action **List Letters** Returns the letters you have sent through Lob, newest first, with cursors for paging through more. - Action **List Postcards** Returns the postcards you have sent through Lob, newest first, with cursors for paging through more. - Action **List QR Code Analytics** Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total. - Action **List Snap Packs** Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more. - Action **List Templates** Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more. - Action **List Uploads** Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign. - Action **Look Up ZIP Code** Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type. - Action **Reverse Geocode Lookup** Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point. - Action **Send Check** Prints and mails a physical check drawn on your Lob bank account to the recipient address you name. - Action **Send Letter** Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template. - Action **Send Postcard** Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template. - Action **Update Template** Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was. - Action **Validate Recipient Identity** Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score. - Action **Verify Bank Account** Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks. - Action **Verify International Address** Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered. - Action **Verify Single Line US Address** Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable. - Action **Verify US Address** Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable. ## 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) - [ **Lob** Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.](https://apiant.ai/connections/lob) 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 Lob - [ **Smsmobileapi to Lob** Smsmobileapi is a tool that uses your own mobile to send and receive SMS, track missed, incoming and...](https://apiant.ai/connect/smsmobileapi-to-lob) - [ **HubSpot to Lob** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lob) - [ **Salesforce to Lob** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lob) - [ **Slack to Lob** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lob) - [ **Google Sheets to Lob** Google Sheets](https://apiant.ai/connect/google-sheets-to-lob) - [ **Gmail to Lob** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lob) Questions ## Method CRM and Lob, 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 Lob when something happens in Method CRM? Any of Lob's 40 actions, including Create Address, Create Bank Account, Create Template and Send Check. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lob to Method CRM? Lob has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Lob's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Lob? 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 Lob 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.