Connect Method CRM and VideoDB

Both apps 42Method CRM 20VideoDB 22

• 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 Video Uploaded & Indexed

  Triggered when a new video is uploaded to a VideoDB collection.

• Action
  Add Collection

  Creates a new VideoDB collection to organize videos and scope search.

• Action
  Add Overlay / Watermark

  Places an image (logo or watermark) over a VideoDB video at a chosen time and position, and returns a stream URL for the result.

• Action
  Ask Video (Q&A)

  Get the Q&A for a video.

• Action
  Auto-Chapter Video

  Splits a video into scenes (chapters) using shot detection or fixed time segments. The job runs in the background; the result is available at the returned output URL.

• Action
  Auto-Dub Video

  Starts an AI dubbing job that replaces a video's soundtrack with a version in another language, preserving the speaker's voice characteristics.

• Action
  Check Job Status

  Checks the progress of a long-running VideoDB job (dubbing, generation, transcoding, indexing) and returns its status and, once finished, its result.

• Action
  Create Highlight Clip

  Starts an AI clip-generation job on an indexed video from a natural-language prompt describing the moments to include.

• Action
  Delete Video

  Permanently delete a video and all its metadata, transcripts and indexes from VideoDB.

• Action
  Find Video Moment

  Searches one indexed video for the moments matching a spoken-word or visual query, returning each match's start and end time, text and score.

• Action
  Generate Image

  Generates an image from a text prompt using VideoDB's AI generation. Generation runs asynchronously; the result returns a job id and an address to check for the finished image.

• Action
  Generate Subtitles

  Generates subtitles for a video using VideoDB service.

• Action
  Generate Video

  Starts an AI video generation job from a text prompt and saves the result to a collection.

• Action
  Generate Voice-Over

  Converts text into AI-generated speech (a voice-over audio asset) in a VideoDB collection. Generation runs as a job; check its result with Check Job Status or a callback URL.

• Action
  Get Collection

  Retrieve the details of one VideoDB collection by its id.

• Action
  Get Meeting Assets

  Get a meeting recording's status and recorded video URL.

• Action
  Get Transcript

  Get the transcript of a video.

• Action
  Get Video Metadata

  Get metadata for a video.

• Action
  List Collections

  Retrieve all collections in your VideoDB account, including the default collection.

• Action
  List Videos

  Lists the videos in a VideoDB collection.

• Action
  Summarize Video

  Asks VideoDB's AI to summarize a video using your own instructions. Summarization usually runs as a background job: use Check Job Status with the returned job id to fetch the finished summary.

• Action
  Upload & Index Video

  Uploads a video from a URL into a VideoDB collection, waits for the upload to finish, then starts indexing it (spoken words by default) and returns the indexing job.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.