Connect Doubletick and Method CRM
Integrate Doubletick with Method CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when Recent Activities from Method CRM
Send WhatsApp Media Message in Doubletick when Recent Activities from Method CRM
Send WhatsApp Template Message in Doubletick when Recent Activities from Method CRM
Create a new group in Doubletick when Recent Activities from Method CRM
Add a member to a group in Doubletick when Recent Activities from Method CRM
Popular Doubletick + Method CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Doubletick
When this happens...
- Request a new Trigger for Doubletick
Choose an action
Method CRM
Automatically do this!
Create Activity
Create contact and link to entity
Create customer or lead
Create record in Method CRM
Find Contact
Find customer or lead
Send WhatsApp Message in Doubletick when Recent Activities from Method CRM
Use this flowSend WhatsApp Media Message in Doubletick when Recent Activities from Method CRM
Use this flowSend WhatsApp Template Message in Doubletick when Recent Activities from Method CRM
Use this flowCreate a new group in Doubletick when Recent Activities from Method CRM
Use this flowAdd a member to a group in Doubletick when Recent Activities from Method CRM
Use this flowDelete a group in Doubletick when Recent Activities from Method CRM
Use this flowGet Customer Details in Doubletick when Recent Activities from Method CRM
Use this flowAdd Tag to a Customer in Doubletick when Recent Activities from Method CRM
Use this flowDelete a Template in Doubletick when Recent Activities from Method CRM
Use this flowAssign team member to chat in Doubletick when Recent Activities from Method CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Doubletick and Method CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Fetch Recent Contacts
Retrieve customer and vendor records that were added or modified since the specified time window.
Do thisActions
Action is the task that follows automatically within your Doubletick integrations.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
Create a new group
Create a new group by group name
Add a member to a group
Add a new member to a group
Delete a group
Delete an existing group by group ID
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn more
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Doubletick and Method CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Doubletick and Method CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Method CRM. No coding required.
Yes. You can set up a workflow where Doubletick triggers actions in Method CRM, and a separate workflow where Method CRM triggers actions in Doubletick. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Doubletick and Method CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Doubletick and Method CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
