Integration
Connect Method CRM and Productive.io
When New Activity fires in Method CRM, your agent runs Add Comment to Deal in Productive.io, or New time entry in Productive.io to Add Generic Entry 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 Productive.io 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 Productive.io can do together
From Method CRM to Productive.io
When New Activity in Method CRM
then Add Comment to Deal in Productive.io
From Productive.io 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 Productive.io
Triggers and actions 7 triggers · 48 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 time entry
Triggers when a new time entry is tracked in Productive.
- Add Comment to Deal
Adds a comment to a deal in Productive.
- Add comment to task
Adds a comment to a task in Productive.
- Add expense
Creates a new expense in Productive, optionally allocated to a budget service.
- Add invoice
Creates a new invoice for a client company in Productive.
- Add time entry
Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.
- Create Booking
Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive.
- Create Company
Creates a new company (client) in Productive with its billing, invoicing and contact details.
- Create Contact
Creates a contact (person) in Productive, linked to a client company.
- Create Deal
Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.
- Create Project
Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.
- Create Service
Creates a service (a billable line of work) on a Productive deal or budget.
- Create Task
Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.
- Create Task List
Creates a task list inside a project folder in Productive.
- Delete task
Permanently deletes a task in Productive.
- Find Company
Finds companies in Productive by name or company code and returns the matches.
- Find Contact
Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.
- Find Deal
Finds deals in Productive by name, number or company and returns the matches.
- Find invoices by criteria
Returns invoices matching an invoice number and/or company, with the first match and a count.
- Find projects by criteria
Finds projects matching a name, client company, project manager or status, returning the matches and the first one.
- Find Task
Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.
- Find time entries by criteria
Returns time entries matching the criteria you give, such as person, service, task or date range.
- Find User
Finds users (team members) in your Productive organization by name or email and returns the matches.
- Get Booking
Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.
- Get Comment
Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.
- Get Expense
Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.
- Get Service
Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.
- Get Task List
Returns a single task list by its ID, including its name, position, archive status and its project, board and folder.
- Update booking
Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.
- Update company
Updates an existing company in Productive. Only the fields you fill in are changed.
- Update Contact
Updates an existing contact (person) in Productive. Only the fields you fill in are changed.
- Update Deal
Updates an existing deal or budget in Productive, changing only the fields you fill in.
- Update project
Updates an existing project in Productive. Only the values you fill in are changed.
- Update Task
Updates an existing task in Productive. Only the values you fill in are changed.
- Update time entry
Updates an existing time entry in Productive, changing only the fields you fill in.
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 Productive.io, 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 Productive.io when something happens in Method CRM?
Any of Productive.io's 34 actions, including Create Booking, Create Company, Create Contact and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Productive.io to Method CRM?
Yes. When something happens in Productive.io, your agent can act in Method CRM too. This page covers both directions: Productive.io's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or Productive.io?
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 Productive.io 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.