Connect Method CRM and SerwerSMS

Both apps 38Method CRM 20SerwerSMS 18

• 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 Contact

  Triggers when a new contact is added to the SerwerSMS address book.

• Trigger
  New Message

  Triggers when a new incoming SMS or MMS (reply, ND or NDI message) arrives on the account.

• Action
  Add Blacklisted Phone Number

  Adds a phone number to the blacklist so it receives no messages.

• Action
  Add Contact

  Adds a contact to a group and returns the new contact's ID.

• Action
  Add Sender Name

  Submits a new alphanumeric sender name (up to 11 characters) for SerwerSMS approval.

• Action
  Check Blacklisted Phone Number

  Checks whether a phone number is on the blacklist.

• Action
  Create Group

  Creates a contact group and returns its ID.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Group

  Deletes a contact group, optionally deleting its contacts too.

• Action
  Get Account Limits

  Returns the account type and how many messages of each type (ECO, FULL, MMS, voice, lookup) are left.

• Action
  List Contacts

  Lists contacts, optionally only those in one group or matching a search phrase.

• Action
  List Delivery Reports

  Lists delivery reports of sent messages, filtered by phone number, message ID, status or date range.

• Action
  List Groups

  Lists contact groups with their IDs and contact counts, optionally filtered by name.

• Action
  List Sender Names

  Lists the account's sender names and whether each is approved, pending or rejected.

• Action
  Remove Blacklisted Phone Number

  Removes a phone number from the blacklist.

• Action
  Send SMS

  Sends an SMS with the same text to one phone number. Returns the queued count and the message ID.

• Action
  Update Contact

  Updates an existing contact's details and group.

• Action
  Update Group

  Renames an existing contact group.

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