--- title: "Connect Method CRM and ShipStation - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Create or Update Order\" in ShipStation." canonical: "https://apiant.ai/connect/method-crm-to-shipstation" --- # Connect Method CRM and ShipStation When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Create or Update Order** in [ShipStation](https://apiant.ai/connections/shipstation), or **New or Updated Order** in ShipStation 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 ShipStation **1** trigger ShipStation **18** 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 ShipStation 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 ShipStation can do together ### From Method CRM to ShipStation - When **New Activity** in Method CRM then **Create or Update Order** in ShipStation - When **New Contact** in Method CRM then **Mark Order as Shipped** in ShipStation ### From ShipStation to Method CRM - When **New or Updated Order** in ShipStation then **Add Contact to Existing Entity** in Method CRM - When **New or Updated Order** in ShipStation 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 ShipStation ## Triggers and actions 7 triggers · 32 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 or Updated Order** Polling trigger: fires when an order is created or modified. - Action **Add Warehouse** Create a new warehouse location. - Action **Create or Update Order** Create a new order or update an existing one (upsert by orderNumber/orderKey). - Action **Delete Order** Delete (deactivate) an order by its ShipStation order ID. - Action **Get Customer** Retrieve a single customer by customer ID. - Action **Get Order** Retrieve a single order by its ShipStation order ID. - Action **Get Product** Retrieve a single product by ID. - Action **Get Rates** Get shipping rate estimates for a carrier between two locations and package. - Action **Get Store** Retrieve details of a single store by ID. - Action **Get Warehouse** Retrieve details of a single warehouse by ID. - Action **List Carriers** List the shipping carriers connected to the account. - Action **List Customers** List customers in the ShipStation account. - Action **List Orders** List orders, optionally filtered by status, customer, or modified date. - Action **List Products** List products in the ShipStation catalog. - Action **List Stores** Retrieve the list of stores connected to the account. - Action **List Warehouses** List the ship-from warehouse locations configured in the account. - Action **Mark Order as Shipped** Mark an order as shipped with a carrier code and tracking number. - Action **Update Product** Update an existing product's details (SKU, name, price, weight, etc). - Action **Update Warehouse** Update an existing warehouse's name/address/return address. ## 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) - [ **ShipStation** ShipStation order, shipment, and fulfillment management.](https://apiant.ai/connections/shipstation) 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 ShipStation - [ **Erpnext to ShipStation** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/erpnext-to-shipstation) - [ **Slack to ShipStation** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-shipstation) - [ **Google Calendar to ShipStation** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-shipstation) - [ **Google Drive to ShipStation** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-shipstation) - [ **Pipedrive to ShipStation** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-shipstation) - [ **ActiveCampaign to ShipStation** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-shipstation) Questions ## Method CRM and ShipStation, 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 ShipStation when something happens in Method CRM? Any of ShipStation's 18 actions, including Create or Update Order, Update Product, Update Warehouse and Add Warehouse. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ShipStation to Method CRM? Yes. When something happens in ShipStation, your agent can act in Method CRM too. This page covers both directions: ShipStation's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method CRM or ShipStation? 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 ShipStation 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.