--- title: "Connect Method CRM and Timing - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Create Project\" in Timing." canonical: "https://apiant.ai/connect/method-crm-to-timing" --- # Connect Method CRM and Timing When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Create Project** in [Timing](https://apiant.ai/connections/timing), or **New Project** in Timing 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 Timing **4** triggers Timing **20** 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 Timing 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 Timing can do together ### From Method CRM to Timing - When **New Activity** in Method CRM then **Create Project** in Timing - When **New Contact** in Method CRM then **Update Project** in Timing ### From Timing to Method CRM - When **New Project** in Timing then **Add Contact to Existing Entity** in Method CRM - When **New Team** in Timing 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 Timing ## Triggers and actions 10 triggers · 34 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 Project** Triggered when a new project is created in Timing. - Trigger **New Team** Triggered when you are added to a new team in Timing. - Trigger **New Time Entry** Triggered when a new time entry is logged in Timing. - Trigger **New Timer Started and Running** Triggered when a new timer is started and is still running in Timing. - Action **Batch Update Time Entries** Updates several Timing time entries at once — moves them to a project, retitles them, sets notes, billing status or custom fields. Anything left blank is left untouched on the entries. - Action **Create Project** Creates a new project in Timing, optionally under a parent project, and returns the created project. - Action **Create Time Entry** Logs a finished block of work in Timing between a start and end time, optionally against a project, and returns the created time entry. - Action **Delete Project** Deletes a project in Timing, along with all of its child projects. - Action **Delete Time Entry** Deletes a time entry in Timing. - Action **Find Project** Searches your Timing projects by title and returns the first match, plus the full list of matches. - Action **Find Team** Finds a team you belong to in Timing by its name and returns the first match, plus every team whose name matched. - Action **Generate Report** Builds a time report in Timing over a date range, broken down by the columns you choose, and returns the report rows with their durations. - Action **Get Activity Hierarchy** Returns a readable breakdown of what you worked on in Timing over a date range, as tab-indented text grouped by project and app with durations. - Action **List Projects** Returns the projects you can see in Timing, optionally filtered by title, team, or hiding archived ones. - Action **List Teams** Returns all the Timing teams you are a member of. - Action **List Time Entries** Returns your Timing time entries, optionally narrowed by date range, project, team member, search text or billing status. - Action **Show Latest Time Entry** Returns your most recent time entry in Timing. - Action **Show Project** Returns a single Timing project with its colour, notes, billing default, parent and child projects. - Action **Show Running Timer** Returns the timer that is currently running in Timing. Errors with a not-found if no timer is running. - Action **Show Time Entry** Returns a single Timing time entry with its times, duration, project, notes and billing status. - Action **Start Timer** Starts a running timer in Timing, stopping any timer that is already running, and returns the new entry. - Action **Stop Timer** Stops the timer that is currently running in Timing and returns the finished time entry. - Action **Update Project** Updates a Timing project's name, colour, notes, archive state or billing default. Anything left blank keeps its current value. - Action **Update Time Entry** Updates a Timing time entry — its times, project, title, notes or billing status. Anything left blank keeps its current value. ## 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) - [ **Timing** Timing is an automatic time tracking app for macOS.](https://apiant.ai/connections/timing) 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 Timing - [ **Favro to Timing** Plan a wedding, build an award winning video game or even send a rocket into space.](https://apiant.ai/connect/favro-to-timing) - [ **Pipefy to Timing** The easy button for processes and workflows Easily organize and run all your processes in one place, leaving...](https://apiant.ai/connect/pipefy-to-timing) - [ **HubSpot to Timing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timing) - [ **Salesforce to Timing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timing) - [ **Slack to Timing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timing) - [ **Gmail to Timing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timing) Questions ## Method CRM and Timing, 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 Timing when something happens in Method CRM? Any of Timing's 20 actions, including Create Project, Create Time Entry, Update Project and Update Time Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timing to Method CRM? Yes. When something happens in Timing, your agent can act in Method CRM too. This page covers both directions: Timing's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method CRM or Timing? 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 Timing 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.