Connect Capgo and Method CRM to Build Intelligent Automations
Ready to use Capgo and Method CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organizaition
Triggers when a new organization is created.
New App
Triggers when a new app is 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.
New Customers/Vendors
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Do thisActions
Action is the task that follows automatically within your Capgo integrations.
Update an Organization
Update an existing organization.
Create an Organization
Create a new organization.
Delete an Organization
Delete an existing organization.
Get All Members
Get all members of an organization.
Get Statistics
Get statistics for a specific organization.
Create a channel
Create a channel configuration.
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Frequently Asked Questions
To start, connect both your Capgo and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Capgo triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Capgo 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 Capgo 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 Capgo 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 Capgo
Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.
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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