--- title: "Connect Method CRM to Mobile Message - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add Contact to List\" in Mobile Message." canonical: "https://apiant.ai/connect/method-crm-to-mobile-message" --- # Connect Method CRM to Mobile Message When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add Contact to List** in [Mobile Message](https://apiant.ai/connections/mobile-message). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Mobile Message **16** 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 Mobile Message 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 Mobile Message - When **New Activity** in Method CRM then **Add Contact to List** in Mobile Message - When **New Contact** in Method CRM then **Create Contact** in Mobile Message 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 Mobile Message ## Triggers and actions 6 triggers · 30 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 Contact to List** Adds an existing contact to a contact list, identifying the contact by its ID or mobile number. Reports whether the contact was newly added or already a member. - Action **Add Unsubscribe** Adds a phone number to your opt-out list, cancelling and refunding any messages scheduled to it and removing the matching contact from every list. - Action **Cancel Scheduled Message** Cancels a scheduled SMS, a whole scheduled send, or every scheduled message with a given custom reference, and refunds the credits. Returns how many messages were cancelled and the credits refunded. - Action **Create Contact** Adds a new contact to your Mobile Message account and returns the new contact's ID and normalised phone number. - Action **Create Contact List** Creates a contact list with the given name, or returns the existing list if that name is already in use. - Action **Delete Contact** Deletes a contact from your Mobile Message account and removes it from every contact list. Returns whether a contact was removed. - Action **Delete Contact List** Deletes a contact list, and optionally permanently deletes the contacts that belong to it. Contacts are kept by default. - Action **Find Contact** Returns the contacts that match the phone number, name, company or custom field values you specify. A contact must match every value you fill in. - Action **Find Message** Returns outbound SMS messages matching a message ID or your custom reference, or sent history filtered by delivery status and date range. - Action **Remove Contact From List** Removes a contact from a contact list. The contact record itself is kept. - Action **Remove Unsubscribe** Removes a phone number from your unsubscribe list so it can receive messages again. - Action **Rename Contact List** Renames an existing contact list and returns the list's ID and new name. - Action **Send SMS** Sends one SMS message to a single recipient, immediately or at a scheduled time, and returns the new message's ID, cost and delivery acceptance details. - Action **Send SMS to List** Sends one SMS to every contact in a saved contact list, with per-contact personalisation and optional scheduling, and returns the send's totals and status. - Action **Simulate Inbound Reply** Simulates a reply arriving on a Mobile Message test account, recording it and calling the inbound webhook. Test accounts only. - Action **Update Contact** Updates an existing contact's phone number, name, company or custom field values. Only the fields you fill in are changed. ## 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) - [ **Mobile Message** Instantly send an SMS to any Australian mobile phone number, using your Mobile Message account.](https://apiant.ai/connections/mobile-message) 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 Mobile Message - [ **HubSpot to Mobile Message** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mobile-message) - [ **Salesforce to Mobile Message** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mobile-message) - [ **Slack to Mobile Message** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mobile-message) - [ **Google Sheets to Mobile Message** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-mobile-message) - [ **Gmail to Mobile Message** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mobile-message) - [ **Google Calendar to Mobile Message** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mobile-message) Questions ## Method CRM and Mobile Message, 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 Mobile Message when something happens in Method CRM? Any of Mobile Message's 16 actions, including Create Contact, Create Contact List, Send SMS and Send SMS to List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mobile Message to Method CRM? Mobile Message has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Mobile Message's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Mobile Message? 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 Mobile Message 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.