--- title: "Connect Method CRM and SolarWinds Service Desk - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add comment\" in SolarWinds Service Desk." canonical: "https://apiant.ai/connect/method-crm-to-solarwinds-service-desk" --- # Connect Method CRM and SolarWinds Service Desk When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add comment** in [SolarWinds Service Desk](https://apiant.ai/connections/solarwinds-service-desk), or **New Asset** in SolarWinds Service Desk 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 SolarWinds Service Desk **10** triggers SolarWinds Service Desk **29** 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 SolarWinds Service Desk 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 SolarWinds Service Desk can do together ### From Method CRM to SolarWinds Service Desk - When **New Activity** in Method CRM then **Add comment** in SolarWinds Service Desk - When **New Contact** in Method CRM then **Add department** in SolarWinds Service Desk ### From SolarWinds Service Desk to Method CRM - When **New Asset** in SolarWinds Service Desk then **Add Contact to Existing Entity** in Method CRM - When **New Change** in SolarWinds Service Desk 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 SolarWinds Service Desk ## Triggers and actions 16 triggers · 43 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 Asset** New asset in your inventory. - Trigger **New Change** New change in your service desk. - Trigger **New Contract** New contract was added. - Trigger **New Hardware** New hardware in your inventory. - Trigger **New Incident** Triggers when a new incident is created. - Trigger **New Problem** New problem in your service desk. - Trigger **New Purchase Order** Polling trigger for new purchase orders. - Trigger **New Release** New release in your service desk. - Trigger **New Risk** New risk was detected. - Trigger **New User** New user in your account. - Action **Add comment** Add a comment to an incident/problem/change etc. - Action **Add department** Create a department. - Action **Add site** Create a site. - Action **Add time track** Log time on a record. - Action **Create Asset** Add a new asset to your inventory. - Action **Create Change** Add a new change to your service desk. - Action **Create Contract** Create a new contract. - Action **Create Hardware** Add a new hardware to your inventory. - Action **Create Incident** Add a new incident to your service desk. - Action **Create Problem** Add a new problem to your service desk. - Action **Create Release** Add a new release to your service desk. - Action **Create Solution** Add a new solution to your service desk. - Action **Create User** Add a new user. - Action **Delete incident** Delete an incident. - Action **Get Asset** Returns one asset (other_asset) by id. - Action **Get change** Retrieve one change by id. - Action **Get contract** Returns one contract by id. - Action **Get hardware** Retrieve one hardware asset by id. - Action **Get incident** Retrieve one incident by id. - Action **Get problem** Retrieve one problem by id. - Action **Get release** Retrieve a single release by id. - Action **Get user** Retrieve one user by id. - Action **List users** List users, paginated. - Action **Update change** Update a change. - Action **Update hardware** Update a hardware asset. - Action **Update incident** Update an incident. - Action **Update problem** Update a problem. - Action **Update solution** Update a solution. - Action **Update user** Update a user. ## 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) - [ **SolarWinds Service Desk** Modern IT management. Cloud-based IT service desk and asset management solution you'll love to use.](https://apiant.ai/connections/solarwinds-service-desk) 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 SolarWinds Service Desk - [ **Adobe Acrobat Sign to SolarWinds Service Desk** Adobe Acrobat Sign is a cloud-based e-signature service that allows the user to send, sign, track, and...](https://apiant.ai/connect/adobe-acrobat-sign-to-solarwinds-service-desk) - [ **HubSpot to SolarWinds Service Desk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-solarwinds-service-desk) - [ **Salesforce to SolarWinds Service Desk** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-solarwinds-service-desk) - [ **Slack to SolarWinds Service Desk** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-solarwinds-service-desk) - [ **Google Sheets to SolarWinds Service Desk** Google Sheets](https://apiant.ai/connect/google-sheets-to-solarwinds-service-desk) - [ **Gmail to SolarWinds Service Desk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-solarwinds-service-desk) Questions ## Method CRM and SolarWinds Service Desk, 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 SolarWinds Service Desk when something happens in Method CRM? Any of SolarWinds Service Desk's 29 actions, including Create Asset, Create Change, Create Contract and Create Hardware. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SolarWinds Service Desk to Method CRM? Yes. When something happens in SolarWinds Service Desk, your agent can act in Method CRM too. This page covers both directions: SolarWinds Service Desk's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method CRM or SolarWinds Service Desk? 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 SolarWinds Service Desk 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.