Connect Method CRM and TOPdesk

Both apps 31Method CRM 20TOPdesk 11

• 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 First Line Incident

  Triggers when a new first-line incident is created in TOPdesk.

• Trigger
  New Incident

  Triggers when a new incident is created in TOPdesk.

• Trigger
  New Major Incident

  Triggers when a new major incident is created in TOPdesk.

• Trigger
  New Second Line Incident

  Triggers when a new second-line incident is created in TOPdesk.

• Trigger
  Updated Incident

  Triggers when an incident in TOPdesk is created or updated.

• Action
  Create an Incident

  Creates a new incident in TOPdesk, registered for a known person or an unregistered caller.

• Action
  Find Branch

  Finds a TOPdesk branch by its exact name and returns its ID and details.

• Action
  Find Incident

  Returns the TOPdesk incident with the given incident number.

• Action
  Find Last Action

  Returns the most recent action (progress-trail entry) on a TOPdesk incident, found by incident number.

• Action
  Find Person

  Finds a TOPdesk person (caller) by full name or email address and returns their ID and details.

• Action
  Update Incident

  Updates an existing TOPdesk incident, found by its incident number. Only the fields you fill in are changed; an action text is added to the progress trail.

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