Connect ClickMeeting and Method CRM

Both apps 40ClickMeeting 20Method CRM 20

• Trigger
  New Attendee

  Triggers when a new attendee appears in a ClickMeeting event session.

• Trigger
  New Recording

  Triggers when a new event recording is available in your ClickMeeting account.

• Trigger
  New Registrant

  Triggers when a person registers for the chosen ClickMeeting event.

• Trigger
  New Upcoming Event

  Triggers when a new active meeting or webinar room appears in your ClickMeeting account.

• Action
  Add New Registrant

  Registers a person for a ClickMeeting event and returns their personal entry URL.

• Action
  Add or Update Contact

  Adds a contact to your ClickMeeting account, or updates it if the email address already exists.

• Action
  Create Auto-Login Hash

  Creates an auto-login hash that lets a person enter a ClickMeeting room directly; append it to the room URL as ?l=hash.

• Action
  Create New Event

  Creates a new ClickMeeting meeting or webinar room and returns its ID and room URL.

• Action
  Delete Event

  Permanently deletes a ClickMeeting meeting or webinar room.

• Action
  Delete recording

  Deletes a single recording from a ClickMeeting event room.

• Action
  Generate Access Tokens

  Generates single-use access tokens for a token-protected ClickMeeting room.

• Action
  Get Event

  Returns one ClickMeeting meeting or webinar room by its ID.

• Action
  Get session

  Returns the details of one session of an event room, including its attendees, visitor counts and PDF report links.

• Action
  List events

  Returns the meeting and webinar rooms in your ClickMeeting account, either the active or the inactive ones.

• Action
  List files

  Returns every file in your ClickMeeting file library, with each file's name, type, conversion status and download link.

• Action
  List recordings

  Returns the recordings of a ClickMeeting event room, with each recording's duration, size, start time and download URL.

• Action
  List registrations

  Returns the people registered for an event room, either all registrations or only active ones.

• Action
  List session attendees

  Returns every attendee of a session in a ClickMeeting event room, with their email, nickname, role, device, rating and poll answers.

• Action
  List sessions

  Returns every session held in a ClickMeeting event room, with start and end times and visitor counts.

• Action
  Update Event

  Updates the settings of an existing ClickMeeting meeting or webinar room.

• 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.