Connect Method CRM and More Good Reviews

Both apps 56Method CRM 20More Good Reviews 36

• 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.

• Trigger
  Customers: New Customer

  Triggers when a new customer is added to your More Good Reviews project.

• Trigger
  Reviews: New Review

  Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet.

• Action
  Asks: Create Ask

  Schedules a review request to a customer by email and/or SMS, with optional reminder messages.

• Action
  Charges: Create Charge

  Records a revenue charge for a customer, identified by email or phone, from an external billing system.

• Action
  Charges: Delete Charge

  Permanently deletes a mistaken charge (revenue event) from the project.

• Action
  Customers: Archive Customer

  Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them.

• Action
  Customers: Cancel Customer Unsent Messages

  Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer.

• Action
  Customers: Create Customer

  Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply.

• Action
  Customers: Delete Customer

  Deletes a customer from your More Good Reviews project.

• Action
  Customers: Get Customer

  Returns one customer in your project, including their contact details, location and tags.

• Action
  Customers: List Customer Charges

  Returns the revenue charges recorded for one customer, newest first.

• Action
  Customers: List Customer Messages

  Returns the outreach message history (email and SMS review requests) for one customer.

• Action
  Customers: List Customers

  Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted.

• Action
  Customers: Resubscribe Customer

  Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again.

• Action
  Customers: Unarchive Customer

  Restores an archived customer so review requests and integrations treat them as active again.

• Action
  Customers: Unsubscribe Customer

  Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them.

• Action
  Customers: Update Customer Notes

  Replaces the internal notes stored on a More Good Reviews customer.

• Action
  Customers: Update Customer Tags

  Replaces the tags assigned to a customer with the provided list of tag slugs.

• Action
  Locations: Get Location

  Returns a single project location, including its name, display name, slug, store code and address.

• Action
  Locations: List Locations

  Returns every active location on the More Good Reviews project, including each location's slug, store code and address.

• Action
  Locations: Update Location

  Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed.

• Action
  Messages: Delete Message

  Deletes a scheduled or sent outreach message from the project.

• Action
  Reviews: Delete Review

  Deletes a review from the More Good Reviews project.

• Action
  Reviews: List Reviews

  Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date.

• Action
  Reviews: Mark Review Replied

  Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text.

• Action
  Reviews: Update Review Duplicate Flag

  Marks a review as a duplicate, or clears its duplicate mark.

• Action
  Reviews: Update Review Tags

  Replaces all tags on a review with the given list of tag slugs.

• Action
  Reviews: Update Review Visibility

  Shows or hides a review in More Good Reviews public displays.

• Action
  Sources: Create Source

  Creates a review source in your More Good Reviews project, such as a platform where reviews are collected.

• Action
  Sources: Delete Source

  Deletes a review source from the project when it is no longer used.

• Action
  Sources: List Sources

  Returns the review sources (such as Google or Facebook) available for the project's reviews.

• Action
  Sources: Update Source

  Updates the name, slug, color, or icon of an existing review source.

• Action
  Tags: Create Tag

  Creates a tag in your More Good Reviews project for organizing customers or reviews.

• Action
  Tags: Delete Tag

  Deletes a tag from the project, removing it from use on customers and reviews.

• Action
  Tags: List Tags

  Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags.

• Action
  Tags: Update Tag

  Updates an existing tag's name, slug, color, icon, or AI tagging settings.

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