Connect EventsAir and Method CRM to Build Intelligent Automations
Ready to use EventsAir and Method CRM automations
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Actions and Triggers
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 EventsAir integrations.
Retrieve List of Events
Retrieves List of Events
Retrieve List of Sessions for an Event
Retrieve List of Sessions
Retrieve Webhook Event Types
Retrieve Webhook Event Types
Retrieve List of Attendees for an Event
Retrieve List of Attendees for an Event
Retrieve a Event Sponsors by ID
Retrieve a Event Sponsors by ID
Retrieve List of Registration for an Event
Retrieve List of registrations for an Event
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Frequently Asked Questions
To start, connect both your EventsAir and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EventsAir triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how EventsAir 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 EventsAir 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 EventsAir 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 EventsAir
EventsAir is a comprehensive event management platform designed to streamline the planning, execution, and analysis of events. It offers a suite of tools for event organizers to manage registrations, create engaging virtual and hybrid experiences, and analyze event performance. With its robust features, EventsAir caters to the needs of event professionals looking to enhance attendee experiences and optimize event operations.
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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