--- title: "Connect Method CRM and VideoDB - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add Collection\" in VideoDB." canonical: "https://apiant.ai/connect/method-crm-to-videodb" --- # Connect Method CRM and VideoDB When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add Collection** in [VideoDB](https://apiant.ai/connections/videodb), or **New Video Uploaded & Indexed** in VideoDB 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 VideoDB **1** trigger VideoDB **21** 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 VideoDB 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 VideoDB can do together ### From Method CRM to VideoDB - When **New Activity** in Method CRM then **Add Collection** in VideoDB - When **New Contact** in Method CRM then **Add Overlay / Watermark** in VideoDB ### From VideoDB to Method CRM - When **New Video Uploaded & Indexed** in VideoDB then **Add Contact to Existing Entity** in Method CRM - When **New Video Uploaded & Indexed** in VideoDB 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 VideoDB ## Triggers and actions 7 triggers · 35 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 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. ## 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) - [ **VideoDB** VideoDB is an AI engine for video workflows—search scenes, cut clips, dub, subtitles, and apply GenAI effects.](https://apiant.ai/connections/videodb) 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 VideoDB - [ **HubSpot to VideoDB** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-videodb) - [ **Salesforce to VideoDB** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-videodb) - [ **Slack to VideoDB** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-videodb) - [ **Google Sheets to VideoDB** Google Sheets](https://apiant.ai/connect/google-sheets-to-videodb) - [ **Gmail to VideoDB** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-videodb) - [ **Google Calendar to VideoDB** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-videodb) Questions ## Method CRM and VideoDB, 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 VideoDB when something happens in Method CRM? Any of VideoDB's 21 actions, including Create Highlight Clip, Upload & Index Video, Add Collection and Add Overlay / Watermark. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from VideoDB to Method CRM? Yes. When something happens in VideoDB, your agent can act in Method CRM too. This page covers both directions: VideoDB's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method CRM or VideoDB? 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 VideoDB 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.