Connect 36Blocks and Method CRM
Integrate 36Blocks with Method CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Companies from 36Blocks when Recent Activities from Method CRM
List Client Users from 36Blocks when Recent Activities from Method CRM
Get Company Members from 36Blocks when Recent Activities from Method CRM
Get User Details from 36Blocks when Recent Activities from Method CRM
Log Out All Users from 36Blocks when Recent Activities from Method CRM
Popular 36Blocks + Method CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
36Blocks
When this happens...
- Request a new Trigger for 36Blocks
Choose an action
Method CRM
Automatically do this!
Create Activity
Create contact and link to entity
Create customer or lead
Create record in Method CRM
Find Contact
Find customer or lead
Get all Companies from 36Blocks when Recent Activities from Method CRM
Use this flowList Client Users from 36Blocks when Recent Activities from Method CRM
Use this flowGet Company Members from 36Blocks when Recent Activities from Method CRM
Use this flowGet User Details from 36Blocks when Recent Activities from Method CRM
Use this flowLog Out All Users from 36Blocks when Recent Activities from Method CRM
Use this flowGet all Companies from 36Blocks when New Contact Created in Method CRM
Use this flowList Client Users from 36Blocks when New Contact Created in Method CRM
Use this flowGet Company Members from 36Blocks when New Contact Created in Method CRM
Use this flowGet User Details from 36Blocks when New Contact Created in Method CRM
Use this flowLog Out All Users from 36Blocks when New Contact Created in Method CRM
Use this flowSupported Triggers & Actions
Everything you can automate between 36Blocks and Method CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Activities
Retrieve activities from Method CRM updated since the last scheduled check.
New Contact Created
Returns contacts created or updated in Method CRM since the last check.
New Customers for QuickBooks
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
New Customers/Vendors
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Fetch Updated Opportunities
Retrieves opportunities from Method CRM that have been modified since the scheduled time.
Fetch Recent Contacts
Retrieve customer and vendor records that were added or modified since the specified time window.
Do thisActions
Action is the task that follows automatically within your 36Blocks integrations.
Get all Companies
Gets all companies in a specified block.
List Client Users
Lists all users of the client.
Get Company Members
Retrieves all members of a company.
Get User Details
Gets a user's details using their ID or email.
Log Out All Users
Logs out all end-user sessions for a feature.
Create Activity
Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About 36Blocks
36Blocks is a robust communication platform that leverages the capabilities of MSG91 to provide seamless messaging solutions for businesses. It enables efficient and reliable SMS, voice, and email communication, enhancing customer engagement and operational efficiency.
Learn moreSimilar apps
About Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your 36Blocks and Method CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between 36Blocks and Method CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Method CRM. No coding required.
Yes. You can set up a workflow where 36Blocks triggers actions in Method CRM, and a separate workflow where Method CRM triggers actions in 36Blocks. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between 36Blocks and Method CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 36Blocks and Method CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
