Connect Device Magic and Method CRM

Both apps 37Device Magic 17Method CRM 20

• Trigger
  New Submission

  Triggers when a form receives a new submission in its Device Magic Database. The form's Device Magic Database destination must be active.

• Action
  Approve Device

  Approves a device that is waiting to join your organization. Approving an already-approved device has no effect.

• Action
  Create Group

  Creates a new group in your organization.

• Action
  Delete Form

  Deletes a form from your organization.

• Action
  Delete Group

  Deletes a group from your organization.

• Action
  Get Device

  Returns one device in your organization by its numeric ID or device identifier.

• Action
  Get Form

  Returns a form's definition: its title and questions.

• Action
  List Devices

  Returns the devices joined to your Device Magic organization, with owner, groups and approval status.

• Action
  List Dispatches

  Returns the dispatched forms still outstanding across all devices in your organization.

• Action
  List Forms

  Returns the forms in your organization with their namespace, version and group.

• Action
  List Groups

  Returns the groups in your organization with their form and device IDs, optionally filtered by name.

• Action
  List Resources

  Returns the resources (uploaded files such as images, spreadsheets and PDFs) in your organization.

• Action
  List Submissions

  Returns submissions stored in a form's Device Magic Database. The form's Device Magic Database destination must be active.

• Action
  Remove Device

  Removes a device from your organization.

• Action
  Revoke Dispatch

  Revokes a dispatched form from a device.

• Action
  Update Device

  Updates a device's owner, description or groups. Fields left blank are unchanged.

• Action
  Update Group

  Renames a group in your organization.

• 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.