Connect Buddy Punch and Method CRM

Both apps 39Buddy Punch 19Method CRM 20

• Trigger
  Employee Created

  Triggers when a new employee is added to your Buddy Punch account.

• Trigger
  Employee Punched In

  Triggers when an employee punches in, returning the punch with the employee, punch-in time, approval status and hours. Watches the current pay period's time cards.

• Trigger
  Employee Updated

  Triggers when an employee in your Buddy Punch account is added or any of their details change.

• Trigger
  Punch in Changed

  Triggers when an employee's punch-in in the current pay period is recorded or changed (time, approval status or notes).

• Action
  Assign Employee to Department Code

  Assigns one or more employees to a Buddy Punch department code.

• Action
  Assign Employee to Location

  Assigns one or more employees to a Buddy Punch location and returns the location.

• Action
  Create Department Code

  Creates a new department code in Buddy Punch.

• Action
  Create Employee

  Creates a new employee in your Buddy Punch account.

• Action
  Create Location

  Creates a new location in your Buddy Punch account.

• Action
  Create Position

  Creates a new position in your Buddy Punch account.

• Action
  Find Employee

  Finds employees in your Buddy Punch account whose email, username, employee ID or full name matches the value you search for.

• Action
  Get Department Code

  Returns the details of a specific department code in your Buddy Punch account.

• Action
  Get Location

  Returns the details of a specific Buddy Punch location.

• Action
  Get Position

  Returns a single Buddy Punch position by its ID.

• Action
  List Department Code Employees

  Returns the employees assigned to a Buddy Punch department code.

• Action
  List Location Employees

  Returns the employees assigned to a Buddy Punch location.

• Action
  Punch In

  Punches an employee in on Buddy Punch, either the connected user or a chosen employee.

• Action
  Punch Out

  Punches an employee out in Buddy Punch. Defaults to the connected user when no employee is given.

• Action
  Update Employee

  Updates an existing employee in Buddy Punch, such as their name, email, username or active status.

• 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.

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