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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve activities from Method CRM updated since the last scheduled check.
Returns contacts created or updated in Method CRM since the last check.
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Retrieves opportunities from Method CRM that have been modified since the scheduled time.
Retrieve customer and vendor records that were added or modified since the specified time window.
Action is the task that follows automatically within your AltText.AI integrations.
Generates alt text for an image using the image URL.
Update an image with new data by asset id.
Delete an Image by Asset ID
Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.
Create a new contact and attach it to an existing customer or company.
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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To start, connect both your AltText.AI and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AltText.AI triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how AltText.AI 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 AltText.AI 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 AltText.AI 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.
It automatically generate alt text for images in over 130 languages. Improve SEO and site accessibility.
Learn MoreMethod 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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