Connect Method CRM and Print.one Postcards

Both apps 37Method CRM 20Print.one Postcards 17

• 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 Campaign

  Triggers when a new campaign is created in Print.one.

• Trigger
  New Campaign Item

  Triggers when a new postcard is added to a Print.one campaign.

• Action
  Cancel Campaign Item

  Cancels a postcard in a Print.one campaign before it is printed.

• Action
  Create Campaign Item

  Creates a postcard for a recipient in a Print.one campaign; set draft to hold it before sending.

• Action
  Delete coupon

  Deletes a coupon from your Print.one account.

• Action
  Get Campaign

  Returns one Print.one campaign.

• Action
  Get Campaign Item

  Returns one postcard in a Print.one campaign, with its status.

• Action
  List campaign items

  Returns the items (postcards) in a campaign, optionally filtered by status, format, dates and more.

• Action
  List Campaigns

  Returns the Print.one campaigns in the account.

• Action
  List Coupons

  Returns the coupon lists in the Print.one account.

• Action
  List mailings

  Returns the mailings of a Print.one campaign, optionally filtered by status, destination or creation date.

• Action
  Pause campaign

  Pauses a campaign so it stops sending out items; new orders are still accepted and held until the campaign is resumed.

• Action
  Resume campaign

  Resumes a paused campaign so it starts sending out postcards again, and returns the updated campaign.

• Action
  Send Campaign Item

  Sends a draft postcard in a Print.one campaign.

• Action
  Update campaign

  Updates a campaign's name, description, default return address, Postfilter category or billing ID.

• Action
  Update campaign item

  Updates the recipient address or personalization values of a campaign item (postcard) that has not yet been sent.

• Action
  Validate Address

  Checks a postal address with Print.one and returns the validation result.

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