Connect Method CRM to SmartSuite

Both apps 29Method CRM 20SmartSuite 9

• 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.

• Action
  Add Comment

  Adds a comment (or a reply to an existing comment) to a SmartSuite record, optionally assigning it to a member.

• Action
  Delete Record

  Deletes a record from a SmartSuite table, moving it to the Solution's trash.

• Action
  Find a Record in SmartSuite

  Finds the first record in a SmartSuite table whose chosen field matches the value you give, and returns it.

• Action
  Find Many Records (As Line Items) in SmartSuite

  Finds all records in a SmartSuite Table matching a field condition and returns them as line items.

• Action
  Get Record

  Returns a single record from a SmartSuite table, with all of its field values.

• Action
  List Comments

  Returns the comments on a SmartSuite record, table or solution.

• Action
  List Solutions

  Returns every Solution in the connected SmartSuite workspace.

• Action
  List Tables

  Returns the tables in your SmartSuite workspace, optionally limited to one solution.

• Action
  Update Record

  Updates the fields you set on an existing SmartSuite record, leaving every other field unchanged.

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