Connect Fresh kds and Method CRM to Build Intelligent Automations
Ready to use Fresh kds and Method CRM automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Fresh KDS Event
Receives real-time Fresh KDS events (order and status updates) for configured brands and locations.
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.
Do thisActions
Action is the task that follows automatically within your Fresh kds integrations.
Send KDS Message
Send the message to all the location’s devices.
Send Arrival Notification
Send the notification to all the location’s devices.
Cancel KDS Order
Cancel an active KDS order at a chosen location.
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.
Create contact and link to entity
Create a new contact and attach it to an existing customer or company.
Create customer or lead
Add a new customer (or mark them as a lead) in Method CRM so you can track their contact details and billing information.
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Frequently Asked Questions
To start, connect both your Fresh kds and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fresh kds triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Fresh kds data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Fresh kds and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fresh kds and Method CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Fresh kds
Fresh KDS is a cutting-edge kitchen display system designed to streamline restaurant operations and enhance order management efficiency. It integrates seamlessly with point-of-sale systems to provide real-time updates and improve communication between the kitchen and front-of-house staff.
Learn MoreAbout 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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