Connect Method CRM and Pics.io

Both apps 41Method CRM 20Pics.io 21

• 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
  Assets Added to Collection

  Triggers when an asset is added to the selected Pics.io collection (including its nested collections).

• Trigger
  Assets Color Changed

  Triggers when the color label on an asset in your Pics.io library is set or changed.

• Trigger
  Assets Flag Changed

  Triggers when an asset's flag changes to flagged, unflagged or rejected in your Pics.io library.

• Trigger
  Assets Metadata Changed

  Triggers when an asset's metadata (title, description, keywords, custom fields and other details) is changed in Pics.io.

• Trigger
  Assets Moved to Collection

  Triggers when assets are moved into the chosen collection (or any collection inside it).

• Trigger
  Assets Raiting Changed

  Triggers when an asset's star rating is changed in your Pics.io library.

• Trigger
  Metadata Processing Completed

  Triggers when Pics.io finishes processing an asset's file metadata, including when metadata is reprocessed for an existing asset.

• Trigger
  New Asset

  Triggers when a new asset is added to your Pics.io library, optionally limited to a collection, inbox, lightboard, type or other filters.

• Trigger
  New Collection

  Triggers when a new collection is created directly inside the collection you choose (pick the root to watch top-level collections).

• Trigger
  New Comment

  Triggers when a new comment is added to an asset in your Pics.io library.

• Action
  Add assets to collection

  Adds one or more Pics.io assets to a collection, or moves them into it so they leave their other collections.

• Action
  Add keyword

  Creates a new keyword in the Pics.io keyword tree, optionally nested under a parent keyword.

• Action
  Create Collection

  Creates a new collection in Pics.io, optionally nested inside an existing parent collection.

• Action
  Delete collection

  Deletes a collection from your Pics.io library.

• Action
  Find assets

  Returns the assets in your Pics.io library that match a text search and optional filters such as collection, type, flag, rating, color or creation date.

• Action
  Find collections

  Returns the collections whose name or description contains the text you search for.

• Action
  Find keywords

  Returns the keywords in your Pics.io account whose name matches the search text.

• Action
  Get assets

  Returns the full details of one or more Pics.io assets by their IDs.

• Action
  List custom fields

  Returns every custom field defined in your Pics.io workspace, including each field's title, type, visibility and allowed options.

• Action
  Update asset

  Updates an existing Pics.io asset by ID — its file name, title, description, rating, flag and color label — and returns the updated asset. Fields left blank are not changed.

• Action
  Update custom field values on assets

  Sets the value of one custom field on one or more Pics.io assets at once.

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