Connect Method CRM to Fax.Plus

Both apps 33Method CRM 20Fax.Plus 13

• 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.

• Action
  Add contact

  Creates a new contact in your Fax.Plus address book with a name and fax number, plus optional email, phone numbers, notes and groups.

• Action
  Delete contact

  Deletes a contact from your Fax.Plus address book.

• Action
  Delete fax

  Deletes a received or sent fax record from a Fax.Plus account by its ID.

• Action
  Delete outbox fax

  Deletes an outgoing fax that is still scheduled for sending from the Fax.Plus outbox.

• Action
  Get account

  Returns the profile, status and notification and fax settings of your Fax.Plus account or of a member of your corporate account.

• Action
  Get outbox fax

  Returns the details of a fax currently waiting to be sent from the outbox, including its status, recipients, files and send settings.

• Action
  List contacts

  Returns the contacts in your Fax.Plus account, optionally filtered by name, fax number, group or note, or looked up by specific contact IDs.

• Action
  List faxes

  Returns the fax records in your inbox, sent or spam folder, or a corporate member's, optionally filtered by date, status, number, read state and page count.

• Action
  List numbers

  Returns the fax numbers purchased by or assigned to an account, with each number's status, owner, assignees and notification settings.

• Action
  List outbox faxes

  Returns the faxes in an account's outbox that have not been sent yet.

• Action
  Send a Fax

  Sends a fax to one or more numbers, from a document link, previously uploaded files, or an existing fax, and returns the ID of the fax created for each recipient.

• Action
  Update contact

  Updates an existing contact in your Fax.Plus address book and returns the updated contact. Fields left blank keep their current values.

• Action
  Update fax

  Updates a received or sent fax record's comment or shared note, or marks it as read or unread.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.