Connect Bonusly and Method CRM to Build Intelligent Automations
Ready to use Bonusly and Method CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Created
runs when New User Created
Bonus Created
Triggers when a bonus is created.
Achievement Created
Triggers when a achievement created.
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.
Do thisActions
Action is the task that follows automatically within your Bonusly integrations.
Create New Admin User
Creates a New Admin User.
Update a User
Update a User detail.
List Users
Retturns list of all users from Bonusly.
List Achievements
View the 50 most recent achievements.
Create Bonus
This action allows to create Bonus.
Search User
This action Search a User by User ID.
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Frequently Asked Questions
To start, connect both your Bonusly and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Bonusly triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Bonusly 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 Bonusly 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 Bonusly 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 Bonusly
Bonusly is a fun, personal recognition and rewards program that enriches your company culture, improves employee engagement, and celebrates your core values. With Bonusly, everyone in your organization can publicly recognize everyone else by giving small bonuses that add up to meaningful rewards.
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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