Connect EasyPost and Method CRM

Both apps 32EasyPost 12Method CRM 20

• Trigger
  New tracker update

  Triggers when EasyPost reports a tracker was created or updated, such as a new scan or status change on a package.

• Action
  Add address

  Creates an address (a person, place or organization) in EasyPost, optionally verifying it for deliverability. Returns the saved address with any verification results.

• Action
  Add batch

  Creates a batch of shipments in EasyPost, so they can be bought, labelled, manifested or picked up together. A batch can also be created empty and shipments added later.

• Action
  Add pickup

  Creates a pickup request for a purchased shipment and returns the available pickup rates, which must then be bought to schedule the pickup.

• Action
  Add refund

  Requests refunds for one or more purchased shipping labels by carrier and tracking code, and returns the resulting refund records.

• Action
  Add shipment

  Creates a shipment from a destination address, an origin address and a parcel, and returns the shipment with its available shipping rates.

• Action
  Add tracker

  Creates a tracker for a package tracking code (for labels bought outside EasyPost) and returns its current tracking status and history.

• Action
  Buy shipment

  Purchases a shipping label for an existing shipment using the selected rate, returning the tracking code and postage label.

• Action
  Get address

  Returns an address saved in EasyPost by its ID, including its verification results.

• Action
  Get batch

  Returns a batch of shipments, including its state, shipment statuses, consolidated label and scan form.

• Action
  Get pickup

  Returns a scheduled carrier pickup, including its status, confirmation number, address and available pickup rates.

• Action
  Get shipment

  Returns a shipment, including its addresses, parcel, rates, label and tracking details.

• 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.