Integration
Connect Method CRM to Synthflow AI
When New Activity fires in Method CRM, your agent runs Create Assistant in Synthflow AI. 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 Synthflow AI 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 can start in Synthflow AI
When New Activity in Method CRM
then Create Assistant in Synthflow AI
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 Synthflow AI
Triggers and actions 6 triggers · 39 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.
- Attach Action
Attaches one or more existing actions to a Synthflow agent, optionally setting when each action runs and how its input variables are filled.
- Create Assistant
Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID.
- Create Booking Calcom Action
Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call.
- Create Booking GHL Action
Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call.
- Create Call
Places a real-time outbound phone call from a Synthflow AI agent to the recipient you specify, and returns the new call's ID.
- Create Information Extractor Open Question Action
Creates an information extractor action that has a Synthflow agent capture a free-form answer from a call. Returns the new action's ID, ready to attach to an agent.
- Create Information Extractor Single Choice Action
Creates an information extractor action that has the agent pick one answer from a list of choices during a call. Returns the new action's ID.
- Create Information Extractor Yes No Action
Creates a yes/no information extractor action, which pulls a yes or no answer out of a call conversation.
- Create SMS Action
Creates a Send SMS action that an agent can use to text a message during a call, and returns the new action's ID.
- Create Transfer Call Action
Creates a live transfer action that a Synthflow agent can use to hand a call over to a phone number, SIP target or phone book.
- Delete Action
Deletes an action from your Synthflow account by its ID.
- Delete Assistant
Deletes a Synthflow agent (assistant) by its ID.
- Detach Action
Detaches one or more actions from a Synthflow agent so the agent can no longer use them.
- Get Action
Returns the details of a Synthflow action, including its type, name, description and configured settings. Can also list the agents the action is assigned to.
- Get Assistant
Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers.
- Get Call
Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found.
- List Actions
Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration.
- Text - Generate Response
Sends a text message to an agent in an existing chat session and returns the response the agent generates.
- Update Assistant
Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed.
- Update Booking Calcom Action
Updates a real-time booking action that schedules appointments through Cal.com, including its availability window, meeting type and SMS confirmation. Returns the ID of the updated action.
- Update Booking GHL Action
Updates a real-time booking action that books appointments through a GoHighLevel calendar, including its scheduling settings, confirmation mode and title. Returns the ID of the updated action.
- Update Information Extractor Open Question Action
Updates an open-question information extractor action in Synthflow, changing its title, description or example answers. Anything left blank keeps its current value.
- Update Information Extractor Single Choice Action
Updates the title, description, answer choices or examples of a single-choice information extractor action. Anything left blank keeps its current value.
- Update Information Extractor Yes No Action
Updates the title, description or example answers of a yes/no information extractor action in Synthflow. Anything left blank keeps its current value.
- Update SMS Action
Updates the name, message text or sending instructions of an existing SMS action.
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
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Questions
Method CRM and Synthflow AI, 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 Synthflow AI when something happens in Method CRM?
Any of Synthflow AI's 25 actions, including Create Assistant, Create Booking Calcom Action, Create Booking GHL Action and Create Call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Synthflow AI to Method CRM?
Synthflow AI has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Synthflow AI's API documentation and adds it.
Do I have to build a connector for Method CRM or Synthflow AI?
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 Synthflow AI 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.