Connect ilert and Method CRM

Both apps 33ilert 13Method CRM 20

• Trigger
  New or Updated Incident

  Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed.

• Action
  Accept Incident

  Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert.

• Action
  Add Alert

  Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify).

• Action
  Add maintenance window

  Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time.

• Action
  Create Incident

  Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified.

• Action
  Find User on Call

  Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call.

• Action
  Get alert

  Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders.

• Action
  Get incident

  Returns a single ilert incident by its id, including its status, severity, affected services and responders.

• Action
  Get maintenance window

  Fetches a maintenance window by ID. An error occurs if the maintenance window is not found.

• Action
  List Alert Sources

  Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy.

• Action
  List incidents

  Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date.

• Action
  List users

  Returns the users in your ilert account, with their name, email, role and contact settings.

• Action
  Resolve Incident

  Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation.

• 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.