Integration
Connect Method CRM and OneSignal
When New Activity fires in Method CRM, your agent runs Send email in OneSignal, or New Notification Created in OneSignal to Add Contact to Existing Entity in Method CRM. 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 OneSignal 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 and OneSignal can do together
From Method CRM to OneSignal
When New Activity in Method CRM
then Send email in OneSignal
From OneSignal to 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 OneSignal
Triggers and actions 7 triggers · 31 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.
- New Notification Created
Triggers when a new message (push, email or SMS) is created in your OneSignal app.
- Add custom event
Records a custom event, such as a purchase or milestone, against a OneSignal user identified by External ID or OneSignal ID.
- Add segment
Creates a segment in your OneSignal app from a set of audience filters.
- Add subscription
Adds a new email, SMS or push subscription to an existing OneSignal user, found by one of the user's aliases such as their External ID.
- Add user
Creates a OneSignal user identified by an External ID, with optional tags, profile properties and subscriptions. If the External ID already exists, the user's subscriptions are updated instead.
- Delete notification
Cancels a scheduled or currently sending OneSignal message so it stops going out.
- Delete segment
Deletes a segment from your OneSignal app. The users and subscriptions in the segment are not deleted.
- Delete user
Deletes a OneSignal user along with all of their properties, subscriptions and identity aliases.
- Get notification
Returns the details of a single OneSignal message, including its content, delivery statistics and outcomes.
- Get user
Returns a OneSignal user, including their aliases, properties (tags, country, activity dates) and subscriptions.
- List notifications
Returns the push, email and SMS messages sent from your OneSignal app, newest first, with their content and delivery stats.
- List segments
Returns all segments in your OneSignal app, with each segment's name, description, status and dates.
- List templates
Returns the message templates in your OneSignal app, optionally filtered to push, email or SMS templates.
- Send Advanced Push Notification
Sends a push notification with OneSignal's full set of options: audience targeting by users, subscriptions, segments or filters, plus images, icons, buttons, sounds, badges, platform selection, scheduling and throttling.
- Send email
Sends an email message through OneSignal to email addresses, users, subscriptions or segments, using your own content or a saved template.
- Send Push Notification
Sends a push notification to your OneSignal app's subscribers, chosen by segment, filters, user alias or subscription ID. Returns the ID of the notification that was created.
- Send SMS
Sends an SMS or MMS text message through OneSignal to phone numbers, users, subscriptions or segments, and returns the new message's ID.
- Update user
Updates a OneSignal user's properties, such as tags, language, timezone, location and country, and records session activity and purchases.
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 OneSignal, 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 OneSignal when something happens in Method CRM?
Any of OneSignal's 17 actions, including Send Advanced Push Notification, 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 OneSignal to Method CRM?
Yes. When something happens in OneSignal, your agent can act in Method CRM too. This page covers both directions: OneSignal's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or OneSignal?
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 OneSignal 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.