Integration
Connect Method CRM and Qobrix
When New Activity fires in Method CRM, your agent runs Create Contact in Qobrix, or Lead Status Changed in Qobrix to Add Customer or Customer Lead (QuickBooks Only) 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 Qobrix 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Qobrix can do together
From Method CRM to Qobrix
When New Activity in Method CRM
then Create Contact in Qobrix
From Qobrix 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 Qobrix
Triggers and actions 24 triggers · 19 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.
- Lead: Apartment Types Option
Lists the apartment types configured in Qobrix, for picking a value when creating a lead.
- Lead: Construction Stages
Lists the construction stages configured in Qobrix, for picking a value when creating a lead.
- Lead: Countries Options
Lists the countries configured in Qobrix, for picking a value when creating a lead.
- Lead: Furnished Types
Lists the furnished types configured in Qobrix, for picking a value when creating a lead.
- Lead: House Type Options
Lists the house types configured in Qobrix, for picking a value when creating a lead.
- Lead: Investment Types
Lists the investment types configured in Qobrix, for picking a value when creating a lead.
- Lead: Land Types
Lists the land types configured in Qobrix, for picking a value when creating a lead.
- Lead: Nationality Options
Lists the nationalities configured in Qobrix, for picking a value when creating a lead.
- Lead Status Changed
Triggers when the status of an existing Qobrix lead (opportunity) changes.
- Lead: Town Planning Types
Lists the town planning zones configured in Qobrix, for picking a value when creating a lead.
- New Agent
Triggers when a new agent is created in Qobrix.
- New Campaign
Triggers when a new campaign is created in Qobrix.
- New Contact
Triggers when a new contact is created in Qobrix.
- New Group
Triggers when a new user group is created in Qobrix.
- New Organisation
Triggers when a new organisation (a contact marked as a company) is created in Qobrix.
- New Project
Triggers when a new development project is created in Qobrix.
- New Property
Triggers when a new property listing is created in Qobrix.
- New User
Triggers when a new user is created in Qobrix.
- Create Contact
Creates a contact in Qobrix.
- Create Lead Comment
Adds a comment to a Qobrix lead (opportunity).
- Create or Update Lead
Creates a Qobrix lead (opportunity), or updates it when a lead ID is given.
- Find Leads
Finds Qobrix leads (opportunities) matching a search expression.
- Get Lead
Returns one Qobrix lead (opportunity) by its ID.
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
More from Method CRM
Method CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Method CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Method CRM to StripeStripe is a payment processing platform for online businesses.
Method CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Method CRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Method CRM to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Qobrix
HubSpot to QobrixHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to QobrixGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to QobrixGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to QobrixGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to QobrixGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to QobrixMailchimp marketing automation and email platform.
Questions
Method CRM and Qobrix, 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 Qobrix when something happens in Method CRM?
Any of Qobrix's 5 actions, including Create Contact, Create Lead Comment, Create or Update Lead and Find Leads. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Qobrix to Method CRM?
Yes. When something happens in Qobrix, your agent can act in Method CRM too. This page covers both directions: Qobrix's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or Qobrix?
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 Qobrix 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.