--- title: "Connect Method CRM and Willo - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add department\" in Willo." canonical: "https://apiant.ai/connect/method-crm-to-willo" --- # Connect Method CRM and Willo When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add department** in [Willo](https://apiant.ai/connections/willo), or **List Users** in Willo 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 Willo **1** trigger Willo **19** 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 Willo 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 Willo can do together ### From Method CRM to Willo - When **New Activity** in Method CRM then **Add department** in Willo - When **New Contact** in Method CRM then **Add interview from template** in Willo ### From Willo to Method CRM - When **List Users** in Willo then **Add Contact to Existing Entity** in Method CRM - When **List Users** in Willo 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 Willo ## Triggers and actions 7 triggers · 33 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 **List Users** Triggers when a new user is added to your Willo account. - Action **Accept Candidate** Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step. - Action **Add department** Creates a new department in your Willo organisation and returns the department, including its key and branding. - Action **Add interview from template** Creates a new interview in Willo from one of your interview templates and returns the new interview. - Action **Create Company** Creates a new company as a child organisation under your Willo organisation, with the owner you name. - Action **Create Interview** Creates a new video interview in Willo with its questions, department, message templates and settings. - Action **Delete interview** Deletes an interview from your Willo account. - Action **Delete participant** Deletes a participant from Willo. Returns whether the deletion was confirmed. - Action **Get interview** Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found. - Action **Get participant** Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers. - Action **Get user** Returns a Willo user's details, including email, full name, phone, role and status. - Action **Invite Someone** Invites a person to a Willo interview as a participant and returns the new participant with their invite link. - Action **List departments** Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner. - Action **List interviews** Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose. - Action **List message templates** Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger. - Action **List participants** Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search. - Action **List users** Returns the users in your Willo account with their key, email and full name. - Action **Reject Candidate** Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID. - Action **Update interview** Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview. - Action **Update participant** Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID. ## 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) - [ **Willo** Willo helps you get answers to your questions faster with video interviewing.](https://apiant.ai/connections/willo) 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 Willo - [ **HubSpot to Willo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-willo) - [ **Salesforce to Willo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-willo) - [ **Slack to Willo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-willo) - [ **Google Sheets to Willo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-willo) - [ **Gmail to Willo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-willo) - [ **Google Calendar to Willo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-willo) Questions ## Method CRM and Willo, 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 Willo when something happens in Method CRM? Any of Willo's 19 actions, including Create Company, Create Interview, Update interview and Update participant. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Willo to Method CRM? Yes. When something happens in Willo, your agent can act in Method CRM too. This page covers both directions: Willo's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method CRM or Willo? 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 Willo 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.