Integration
Connect Method CRM to Zenoti
When New Activity fires in Method CRM, your agent runs Add Notes to an Opportunity in Zenoti. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Method CRM and Zenoti to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Method CRM can start in Zenoti
When New Activity in Method CRM
then Add Notes to an Opportunity in Zenoti
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 Zenoti
Triggers and actions 6 triggers · 29 actions
- New Activity
Triggers when a new activity is added in Method CRM.
- New Contact
Triggers when a new contact is added in Method CRM.
- New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.
- 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.
- New Opportunity
Triggers when a new opportunity is created in Method CRM.
- New Vendor
Triggers when a new vendor is added in Method CRM.
- Add Activity
Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).
- Add Contact to Existing Entity
Creates a contact in Method CRM linked to an existing customer, vendor or lead.
- Add Customer or Customer Lead (QuickBooks Only)
Creates a customer or customer lead in a QuickBooks-synced Method CRM account.
- 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.
- 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.
- Add Opportunity
Creates a new opportunity in your Method CRM account.
- Delete record
Deletes a record from a Method CRM table, such as a contact, customer or activity.
- Find Contact
Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.
- Find Customer or Customer Lead (QuickBooks Only)
Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.
- Find Customer/Vendor or Customer/Vendor Lead (Xero Only)
Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.
- Find records by criteria
Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches.
- Find Vendor
Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.
- Get record
Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.
- Update record
Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice.
- Add booking
Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot.
- Add Employee Security Role
Assigns a security role to a Zenoti employee for a center, zone, or the organization.
- Add Notes to an Opportunity
Adds a note to an existing opportunity in Zenoti.
- Create Employee
Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information.
- Create Employee Blockout
Creates a blockout time (such as a lunch break) on an employee's schedule at a center.
- Create Guest
Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id.
- Delete Employee Blockout
Permanently deletes a blockout time from an employee's schedule.
- List appointments of a guest
Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments.
- List centers
Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details.
- List employees
Returns the employees who are active in a Zenoti center on a given date.
- List services
Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given).
- Merge guests
Merges one or more duplicate guest records into a target guest in Zenoti.
- Search for a Guest
Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization.
- Search Guest by ID
Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details.
- Update Employee Blockout
Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Method CRM and Zenoti, 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 Zenoti when something happens in Method CRM?
Any of Zenoti's 15 actions, including Create Employee, Create Employee Blockout, Create Guest and Update Employee Blockout. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zenoti to Method CRM?
Zenoti has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Zenoti's API documentation and adds it.
Do I have to build a connector for Method CRM or Zenoti?
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 Zenoti 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.