Connect FormHug and Method CRM

Both apps 32FormHug 12Method CRM 20

• Trigger
  New Or Updated Submission

  Triggers when a submission is created or edited on the chosen form.

• Action
  Add entry

  Creates a new entry (submission) on one of your FormHug forms.

• Action
  Add folder

  Creates a new folder for organizing forms, at the root or inside an existing folder.

• Action
  Add form

  Creates a new FormHug form, optionally with initial questions, locale, timezone, folder and header theme.

• Action
  Get current user

  Returns the FormHug user associated with the connected account, including their billing account and current subscription plan.

• Action
  Get entry

  Returns one submitted entry of a form, including every answer keyed by the form field's API code.

• Action
  Get form

  Returns a form's details, including its name, settings, folder and the full list of its fields.

• Action
  List entries

  Returns the entries (submissions) of one of your forms, optionally filtered and sorted.

• Action
  List folders

  Returns all folders owned by the connected FormHug user, newest first.

• Action
  List forms

  Returns the forms you created or that were shared with you, optionally filtered by name or folder.

• Action
  Update entry

  Updates an existing entry on a form. Only the fields you supply change; all other answers stay as they are.

• Action
  Update form

  Updates a form's name, description, locale, timezone, layout or question list. Only the values you provide are changed.

• 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.