--- title: "Connect Method CRM and Paid Memberships Pro - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Get order\" in Paid Memberships Pro." canonical: "https://apiant.ai/connect/method-crm-to-paid-memberships-pro" --- # Connect Method CRM and Paid Memberships Pro When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Get order** in [Paid Memberships Pro](https://apiant.ai/connections/paid-memberships-pro), or **Membership Level Changed** in Paid Memberships Pro 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 Paid Memberships Pro **2** triggers Paid Memberships Pro **13** 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 Paid Memberships Pro 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 Paid Memberships Pro can do together ### From Method CRM to Paid Memberships Pro - When **New Activity** in Method CRM then **Get order** in Paid Memberships Pro - When **New Contact** in Method CRM then **Change a User's Membership Level** in Paid Memberships Pro ### From Paid Memberships Pro to Method CRM - When **Membership Level Changed** in Paid Memberships Pro then **Add Contact to Existing Entity** in Method CRM - When **Order Added or Updated** in Paid Memberships Pro 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 Paid Memberships Pro ## Triggers and actions 8 triggers · 27 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 **Membership Level Changed** Triggers when a user's membership level is changed, returning the member's user details and the new level, status and modified date. - Trigger **Order Added or Updated** Triggers when an order is added in Paid Memberships Pro, or when one of the 50 most recent orders changes (for example its status or total). - Action **Add discount code** Creates a discount code in Paid Memberships Pro, or updates it if the code already exists, and returns the discount code record. - Action **Cancel a User's Membership Level** Cancels a specific membership level for a member, identified by user ID or email. - Action **Change a User's Membership Level** Changes a member's membership level, identified by user ID or email, and can create the WordPress user if they don't exist. Use level 0 to cancel their membership. - Action **Create a Membership Level Object** Creates a new membership level on your Paid Memberships Pro site, including its pricing, billing cycle, trial and expiration settings. - Action **Delete membership level** Deletes a membership level, removing all members from it and cancelling their subscriptions at the payment gateway. The site must allow DELETE requests on the Paid Memberships Pro REST API. - Action **Get discount code** Returns a discount code, including its usage limits, dates and level pricing, looked up by its code value. - Action **Get membership level** Returns a membership level's full details, including pricing, billing cycle and expiration settings. - Action **Get order** Returns a membership order, including billing details, totals, payment gateway and status, by its order code. - Action **Get user's membership level** Returns the current membership level of a WordPress user, looked up by user ID or email. - Action **List membership levels** Returns all membership levels on your Paid Memberships Pro site, including inactive levels. - Action **List recent orders** Returns the most recently added or updated membership orders on your site, newest first. - Action **List user's membership levels** Returns every membership level a member currently holds, looked up by their WordPress user ID or email address. - Action **Update membership level** Updates an existing membership level's name, pricing, billing cycle, trial and expiration settings, and returns the updated level. ## 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) - [ **Paid Memberships Pro** PMPro plugin helps you start, manage, & grow a membership site on WordPress.](https://apiant.ai/connections/paid-memberships-pro) 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 Paid Memberships Pro - [ **HubSpot to Paid Memberships Pro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paid-memberships-pro) - [ **Google Sheets to Paid Memberships Pro** Google Sheets](https://apiant.ai/connect/google-sheets-to-paid-memberships-pro) - [ **Gmail to Paid Memberships Pro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paid-memberships-pro) - [ **Google Calendar to Paid Memberships Pro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paid-memberships-pro) - [ **Google Drive to Paid Memberships Pro** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paid-memberships-pro) - [ **Mailchimp to Paid Memberships Pro** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paid-memberships-pro) Questions ## Method CRM and Paid Memberships Pro, 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 Paid Memberships Pro when something happens in Method CRM? Any of Paid Memberships Pro's 13 actions, including Create a Membership Level Object, Update membership level, Add discount code and Change a User's Membership Level. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paid Memberships Pro to Method CRM? Yes. When something happens in Paid Memberships Pro, your agent can act in Method CRM too. This page covers both directions: Paid Memberships Pro's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method CRM or Paid Memberships Pro? 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 Paid Memberships Pro 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.