Integration
Connect Method CRM and Sellsy
When New Activity fires in Method CRM, your agent runs Create Contact in Sellsy, or New Company in Sellsy to Add Contact to Existing Entity 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 Sellsy 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 Sellsy can do together
From Method CRM to Sellsy
When New Activity in Method CRM
then Create Contact in Sellsy
From Sellsy 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 Sellsy
Triggers and actions 15 triggers · 29 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.
- Deleted Task
Triggers when a task is deleted.
- New Company
Triggers when a new company (client or prospect) is created.
- New Contact
Triggers when a new contact is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Task
Triggers when a new task is created.
- Updated Company
Triggers when a company (client or prospect) is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity Status
Triggers when the status is changed on an opportunity.
- Updated Task
Triggers when a task is updated.
- Create Annotation
Creates a new annotation.
- Create Company
Creates a new company (prospect or client).
- Create Contact
Creates a new contact.
- Create Opportunity
Creates an opportunity.
- Create Task
Creates a new Task.
- Create/Update Company
Creates a new company (prospect or client). Make an update if we found an existing company with provided email.
- Create/Update Contact
Creates a new contact. Make an update if we found an existing contact with provided email.
- Delete Task
Deletes a Sellsy task.
- Find Company
Finds an existing company (prospect or client).
- Find Contact
Finds an existing contact.
- Get Opportunity
Returns one Sellsy opportunity by id.
- Get Task
Returns one Sellsy task by id.
- List Opportunity Pipeline Steps
Lists the steps of a pipeline; supplies the required step id for Create Opportunity.
- Update Opportunity
updates an existing opportunity's fields, including its status (open/won/lost/cancelled/...) and pipeline step; a status change fires the opportunity.status webhook event.
- Update Task
updates a task's title, description, due date, status etc.; fires task.updated.
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 Sellsy
Discord to SellsyDiscord is an all-in-one voice and text chat for gamers.
HubSpot to SellsyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SellsyGoogle Sheets
Gmail to SellsyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SellsyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Method CRM and Sellsy, 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 Sellsy when something happens in Method CRM?
Any of Sellsy's 15 actions, including Create Annotation, Create Company, Create Contact and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sellsy to Method CRM?
Yes. When something happens in Sellsy, your agent can act in Method CRM too. This page covers both directions: Sellsy's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or Sellsy?
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 Sellsy 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.