Connect Method CRM and OpsGenie

Both apps 35Method CRM 20OpsGenie 15

• 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
  New alert

  Triggers when a new alert is created in OpsGenie, optionally limited to alerts matching a search query.

• Action
  Acknowledge alert

  Acknowledges an OpsGenie alert, optionally adding a note. The request is processed asynchronously and returns a request id.

• Action
  Add note to alert

  Adds a note to an existing OpsGenie alert. The note is processed asynchronously; the returned request id can be used to check its status.

• Action
  Assign alert

  Assigns an OpsGenie alert to a user as its owner.

• Action
  Close alert

  Closes an OpsGenie alert identified by its id, tiny id or alias. Closing is processed asynchronously and returns a request id.

• Action
  Close incident

  Closes an OpsGenie incident, optionally adding a note.

• Action
  Create Alert

  Creates a new alert in OpsGenie with a message, optional priority, responders, tags and custom details.

• Action
  Delete alert

  Deletes an OpsGenie alert by its id, tiny id or alias. The deletion is processed asynchronously and returns a request id.

• Action
  Get alert

  Returns a single OpsGenie alert, looked up by its id, tiny id or alias.

• Action
  Get incident

  Returns an OpsGenie incident by its id or tiny id, including its message, status, priority, responders, tags and custom properties.

• Action
  List alerts

  Returns alerts in your OpsGenie account, optionally filtered by a search query or a saved search, and sorted by the field you choose.

• Action
  List incidents

  Returns incidents matching a search query, sorted as requested.

• Action
  List schedules

  Returns all on-call schedules in the OpsGenie account, optionally with their rotations.

• Action
  List teams

  Returns all teams in the OpsGenie account, with each team's id, name and description.

• Action
  List users

  Returns the users in your Opsgenie account, optionally filtered by a search query and sorted.

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