--- title: "Connect Method CRM to Trainual - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Send Webhook Test Event\" in Trainual." canonical: "https://apiant.ai/connect/method-crm-to-trainual" --- # Connect Method CRM to Trainual When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Send Webhook Test Event** in [Trainual](https://apiant.ai/connections/trainual). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Trainual **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 Trainual 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 can start in Trainual - When **New Activity** in Method CRM then **Send Webhook Test Event** in Trainual - When **New Contact** in Method CRM then **Update user** in Trainual 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 Trainual ## Triggers and actions 6 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. - Action **Add group** Creates a new group (role, team, department or location) in Trainual, optionally with its members, managers and assigned subjects. - Action **Archive User** Archives (deactivates) a Trainual user so they can no longer access the account. - Action **Assign Roles** Assigns a user to a role in Trainual, keeping the role's existing members. - Action **Assign Subjects** Assigns a Trainual subject to a user, optionally with a due date and completion requirement. - Action **Find content** Searches published Trainual content (subjects, documents, pages, tests, flowcharts, videos, files, checklists and courses) by keyword and returns the best matches. - Action **Get subject** Returns a single Trainual subject by its id, optionally with its owner and content items. - Action **Get user** Returns a single non-archived Trainual user, optionally with the groups they belong to. - Action **Invite New User** Creates a user in your Trainual account and sends (or schedules) their invitation. - Action **List assignments** Returns the training assignments in your Trainual account, optionally limited to one user or one piece of content. - Action **List completions** Returns training completion records in the Trainual account, optionally filtered by user, content, or completion status. - Action **List groups** Returns the groups (roles, teams, departments, locations) in your Trainual account, optionally filtered by kind or by a user's membership. - Action **List responsibilities** Returns the responsibilities in your Trainual account, optionally limited to those assigned to a user or group. - Action **List subjects** Returns the subjects in your Trainual account, optionally with their owners and content items. - Action **List users** Returns the non-archived users in your Trainual account. - Action **Send Webhook Test Event** Asks Trainual to send a test event to a webhook subscription. - Action **Unarchive User** Restores an archived Trainual user to the account and returns the updated user. Other profile details can be changed in the same step. - Action **Unassign Roles** Removes a user from a Trainual role, keeping the role's other members. - Action **Unassigns Subjects** Removes a subject assignment, unassigning that subject from the user it was assigned to. - Action **Update group** Updates a Trainual group's name, description and kind, and optionally replaces its members, managers and assigned subjects. - Action **Update user** Updates an existing Trainual user's profile details, permission and manager, and can archive or restore the user. Returns the updated 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) - [ **Trainual** Trainual is a simple tool for building the how-to guide for your business.](https://apiant.ai/connections/trainual) 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 Trainual - [ **HubSpot to Trainual** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trainual) - [ **Salesforce to Trainual** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trainual) - [ **Slack to Trainual** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trainual) - [ **Google Sheets to Trainual** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trainual) - [ **Gmail to Trainual** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trainual) - [ **Google Calendar to Trainual** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trainual) Questions ## Method CRM and Trainual, 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 Trainual when something happens in Method CRM? Any of Trainual's 20 actions, including Send Webhook Test Event, Update group, Update user and Add group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trainual to Method CRM? Trainual has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Trainual's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Trainual? 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 Trainual 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.