IntegrationsAkkioMethod CRM
Akkio + Method CRM

Connect Akkio and Method CRM to Build Intelligent Automations

Choose a Trigger

Akkio

When this happens...

Choose an Action

Method CRM

Automatically do this!

Enable Integrations or automations with these events of Akkio and Method CRM

Enable Integrations or automations with these events of Akkio and Method CRM

Actions

Update a Project

Update a Project

Update details of your project from project ID

Delete a Datasheet

Delete a Datasheet

Delete a Dtasheet from datasheet ID

Request a new Action for Akkio

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Frequently Asked Questions

How do I start an integration between Akkio and Method CRM?

To start, connect both your Akkio and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Akkio triggers actions in Method CRM (or vice versa).

Can we customize how data from Akkio is recorded in Method CRM?

Absolutely. You can customize how Akkio 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.

How often does the data sync between Akkio and Method CRM?

The data sync between Akkio and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Akkio to Method CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Akkio and Method CRM?

Yes, you can set conditional logic to control the flow of data between Akkio 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.

Akkio

About Akkio

It is an easy-to-use, scalable, and affordable AI platform for real-time decision making.

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Method CRM

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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