--- title: "Connect Method CRM to Resend - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add Contact to Segment\" in Resend." canonical: "https://apiant.ai/connect/method-crm-to-resend" --- # Connect Method CRM to Resend When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add Contact to Segment** in [Resend](https://apiant.ai/connections/resend). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Resend **28** 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 Resend 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 can start in Resend - When **New Activity** in Method CRM then **Add Contact to Segment** in Resend - When **New Contact** in Method CRM then **Create Contact** in Resend 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 Resend ## Triggers and actions 6 triggers · 42 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. - Action **Add Contact to Segment** Adds a contact to a Resend segment. You can identify the contact by its ID or email address. - Action **Add Suppression** Adds an email address to your Resend suppression list so no further mail is sent to it. - Action **Cancel Email** Cancels a scheduled Resend email that has not been sent yet. - Action **Create API Key** Creates a new Resend API key. The key itself is returned once, so store it right away. - Action **Create Contact** Creates a contact in Resend. Returns the new contact's ID. - Action **Create Domain** Adds a sending domain to Resend. Returns the DNS records you need to add at your domain host to verify it. - Action **Create Segment** Creates a new segment in Resend for grouping contacts. - Action **Delete API Key** Deletes a Resend API key so it can no longer be used. - Action **Delete Contact** Deletes a contact from Resend. You can identify the contact by its ID or email address. - Action **Delete Domain** Removes a sending domain from Resend. - Action **Delete Segment** Deletes a segment from Resend. The contacts themselves are not deleted. - Action **List API Keys** Returns the API keys on your Resend account, with each key's name and when it was last used. The key values themselves are never returned. - Action **List Contacts** Returns the contacts in your Resend account, optionally limited to one segment. - Action **List Domains** Returns the sending domains on your Resend account and each one's verification status. - Action **List Segments** Returns the contact segments in your Resend account. - Action **List Sent Emails** Returns the emails you have sent through Resend, newest first, with each email's id, sender, recipients, subject, send time and latest delivery event. Supports paging before or after a given email id. - Action **List Suppressions** Returns the email addresses on your Resend suppression list, showing for each one the address, why it was suppressed (bounce, complaint or added manually), the email that triggered it and when it was added. - Action **Remove Contact From Segment** Removes a contact from one of your Resend segments. Identify the contact by its ID or by its email address, and name the segment to take it out of. The contact itself is not deleted. - Action **Remove Suppression** Takes an email address off your Resend suppression list so you can send to it again. Identify it by the suppression ID or by the email address itself. - Action **Retrieve Contact** Returns one contact from your Resend audience, including their name, email address, whether they have unsubscribed, when they were added, and any custom properties stored on them. Look the contact up by its ID or by its email address. - Action **Retrieve Domain** Returns one of your Resend sending domains, including its name, verification status, sending region, tracking settings and the DNS records it needs with each record's current status. - Action **Retrieve Segment** Returns one of your Resend segments by its ID, with the segment's name and when it was created. - Action **Retrieve Sent Email** Returns one email you sent through Resend, with its sender, recipients, subject, HTML and text body, tags, send time and latest delivery event. - Action **Send Batch Emails** Sends up to 100 emails through Resend in a single call. Give it a list of emails, each with a sender, recipients, subject and body, and it returns the id of every email it created. - Action **Send Email** Sends an email through Resend. Set the sender, recipients and subject, provide an HTML or plain text body, and optionally add CC/BCC, reply-to, attachments, tags or a send time. - Action **Update Contact** Updates a contact in your Resend audience. Identify the contact by ID or email address, then change the name, the subscribed/unsubscribed state, or the custom properties. Anything you leave blank stays as it is. - Action **Update Email** Reschedules an email you already queued in Resend, moving it to a new send date and time. Only emails that have not gone out yet can be changed. - Action **Verify Domain** Asks Resend to re-check the DNS records for one of your sending domains and start verifying it. Verification runs in the background, so the domain shows as pending until it finishes. ## 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) - [ **Resend** Resend is the email API for developers. It's designed for you to build, test, and send transactional and...](https://apiant.ai/connections/resend) 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 Resend - [ **Documenso to Resend** Documenso is an open-source digital signing platform.](https://apiant.ai/connect/documenso-to-resend) - [ **Google BigQuery to Resend** BigQuery is Google's serverless and highly scalable enterprise data warehouse, designed to make all your...](https://apiant.ai/connect/google-bigquery-to-resend) - [ **HubSpot to Resend** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resend) - [ **Salesforce to Resend** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-resend) - [ **Slack to Resend** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-resend) - [ **Google Sheets to Resend** Google Sheets](https://apiant.ai/connect/google-sheets-to-resend) Questions ## Method CRM and Resend, 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 Resend when something happens in Method CRM? Any of Resend's 28 actions, including Create API Key, Create Contact, Create Domain and Create Segment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Resend to Method CRM? Resend has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Resend's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Resend? 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 Resend 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.