--- title: "Connect Method CRM and Recruitee - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Create Task\" in Recruitee." canonical: "https://apiant.ai/connect/method-crm-to-recruitee" --- # Connect Method CRM and Recruitee When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Create Task** in [Recruitee](https://apiant.ai/connections/recruitee), or **New Task** in Recruitee 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 Recruitee **1** trigger Recruitee **24** 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 Recruitee 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 Recruitee can do together ### From Method CRM to Recruitee - When **New Activity** in Method CRM then **Create Task** in Recruitee - When **New Contact** in Method CRM then **Add Note to Candidate** in Recruitee ### From Recruitee to Method CRM - When **New Task** in Recruitee then **Add Contact to Existing Entity** in Method CRM - When **New Task** in Recruitee 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 Recruitee ## Triggers and actions 7 triggers · 38 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 Task** Triggered when a new task is created in your Recruitee company. - Action **Add Note to Candidate** Adds a note to a candidate's profile in Recruitee. - Action **Add Note to Job Opening/Talent Pool** Adds a note to a job opening or a talent pool. - Action **Add Tags to Candidate** Adds tags to a candidate. - Action **Assign Candidate to Job Opening/Talent Pool** Assigns a candidate to a job opening or talent pool. - Action **Create Candidate** Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools. - Action **Create Job Opening** Creates a new job opening in Recruitee. - Action **Create Talent Pool** Creates a talent pool in Recruitee. - Action **Create Task** Creates a task. - Action **Delete candidate** Permanently deletes a candidate from your Recruitee company. - Action **Delete job opening** Permanently deletes a job opening (offer) and its applications in Recruitee. - Action **Find Candidate** Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text. - Action **Find Candidate Stage** Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to. - Action **Find Job Opening** Returns the job openings whose title contains the specified text. - Action **Find Talent Pool** Finds talent pools whose name contains the search text. - Action **Find Task** Finds tasks in the company whose title contains the given text. - Action **Get candidate** Fetches a candidate by ID. An error occurs if the candidate is not found. - Action **Get job opening** Retrieves a single job opening from Recruitee by its id or slug. - Action **List departments** Lists every department set up in your Recruitee company. - Action **List Job Opening/Talent Pool Notes** Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps. - Action **List locations** List all locations. - Action **Proceed Candidate** Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools. - Action **Update Candidate** Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed. - Action **Update job opening** Updates an existing Recruitee job opening. Only the fields you fill in are changed. - Action **Update Task** Updates a task. ## 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) - [ **Recruitee** Recruitee is an all-in-one hiring platform for teams of all sizes, that includes employer branding, job...](https://apiant.ai/connections/recruitee) 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 Recruitee - [ **HubSpot to Recruitee** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-recruitee) - [ **Google Sheets to Recruitee** Google Sheets](https://apiant.ai/connect/google-sheets-to-recruitee) - [ **Gmail to Recruitee** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-recruitee) - [ **Google Calendar to Recruitee** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-recruitee) - [ **Google Drive to Recruitee** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-recruitee) - [ **Mailchimp to Recruitee** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-recruitee) Questions ## Method CRM and Recruitee, 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 Recruitee when something happens in Method CRM? Any of Recruitee's 24 actions, including Create Candidate, Create Job Opening, Create Talent Pool and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Recruitee to Method CRM? Yes. When something happens in Recruitee, your agent can act in Method CRM too. This page covers both directions: Recruitee's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method CRM or Recruitee? 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 Recruitee 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.