--- title: "Connect Method CRM and Ninety - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Create Issue\" in Ninety." canonical: "https://apiant.ai/connect/method-crm-to-ninety" --- # Connect Method CRM and Ninety When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Create Issue** in [Ninety](https://apiant.ai/connections/ninety), or **New Issue Created** in Ninety to **Add Contact to Existing Entity** in Method CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Ninety **4** triggers Ninety **21** 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 Ninety 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 and Ninety can do together ### From Method CRM to Ninety - When **New Activity** in Method CRM then **Create Issue** in Ninety - When **New Contact** in Method CRM then **Update Issue** in Ninety ### From Ninety to Method CRM - When **New Issue Created** in Ninety then **Add Contact to Existing Entity** in Method CRM - When **New Measurable** in Ninety then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM 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 Ninety ## Triggers and actions 10 triggers · 35 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. - Trigger **New Issue Created** Triggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues. - Trigger **New Measurable** Triggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly. - Trigger **New Team** Triggered when a new team is created in your Ninety company. - Trigger **To-Do Created, Updated, or Deleted** Triggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger. - Action **Create Issue** Creates an issue on a Ninety team's issues list. - Action **Create Milestone** Creates a milestone on a Ninety rock, with a title and due date. - Action **Create Rock** Creates a rock (a quarterly goal) for a Ninety team, with a due date, status and level. - Action **Create To-Do** Creates a to-do on a Ninety team, with a due date and optional description. - Action **Delete Issue** Deletes an existing Issue in Ninety by its ID. - Action **Delete Measurable Note** Deletes the note on a Measurable for one scorecard period. - Action **Delete Measurable Score** Deletes the score on a Measurable for one scorecard period. - Action **Delete Rock** Deletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned. - Action **Delete To-Do** Deletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed. - Action **Find Issue** Searches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues. - Action **Find Measurable** Searches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables. - Action **Find Milestone** Searches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock. - Action **Find Rock** Searches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks. - Action **Find Team** Returns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need. - Action **Find To-Do** Searches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos. - Action **Update Issue** Changes an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are. - Action **Update Measurable Note** Saves the note on a Ninety scorecard measurable for one period, replacing any note already there. - Action **Update Measurable Score** Records the score on a Ninety scorecard measurable for one period, replacing any score already there. - Action **Update Milestone** Changes an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are. - Action **Update Rock** Changes an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are. - Action **Update To-Do** Changes an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are. ## 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) - [ **Ninety** Ninety is a platform that helps organizations execute their strategies by aligning goals, managing tasks...](https://apiant.ai/connections/ninety) 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 Ninety - [ **HubSpot to Ninety** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ninety) - [ **Google Sheets to Ninety** Google Sheets](https://apiant.ai/connect/google-sheets-to-ninety) - [ **Gmail to Ninety** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ninety) - [ **Google Calendar to Ninety** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ninety) - [ **Google Drive to Ninety** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ninety) - [ **Mailchimp to Ninety** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ninety) Questions ## Method CRM and Ninety, 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 Ninety when something happens in Method CRM? Any of Ninety's 21 actions, including Create Issue, Create Milestone, Create Rock and Create To-Do. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ninety to Method CRM? Yes. When something happens in Ninety, your agent can act in Method CRM too. This page covers both directions: Ninety's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method CRM or Ninety? 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 Ninety 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.