Connect Luma AI and Method CRM to Build Intelligent Automations

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Luma AI

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Method CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Recent Activities

Recent Activities

Retrieve activities from Method CRM updated since the last scheduled check.

New Contact Created

New Contact Created

Returns contacts created or updated in Method CRM since the last check.

New Customers for QuickBooks

New Customers for QuickBooks

Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.

New Customers/Vendors

New Customers/Vendors

Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.

Fetch Updated Opportunities

Fetch Updated Opportunities

Retrieves opportunities from Method CRM that have been modified since the scheduled time.

Fetch Recent Contacts

Fetch Recent Contacts

Retrieve customer and vendor records that were added or modified since the specified time window.

Request a new Trigger for Luma AI

Do thisActions

Action is the task that follows automatically within your Luma AI integrations.

List generations

List generations

Retrieve a list of generations with optional filtering and sorting.

Create a generation

Create a generation

Initiate a new generation with the provided prompt

Upscale a generation

Upscale a generation

Upscale a generation by its ID.

Add audio to a generation

Add audio to a generation

Add audio to a generation by its ID

Delete a generation

Delete a generation

Remove a specific generation by its ID

Get concepts

Get concepts

Get all possible concepts

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Frequently Asked Questions

How do I start an integration between Luma AI and Method CRM?

To start, connect both your Luma AI and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Luma AI triggers actions in Method CRM (or vice versa).

Can we customize how data from Luma AI is recorded in Method CRM?

Absolutely. You can customize how Luma 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.

How often does the data sync between Luma AI and Method CRM?

The data sync between Luma AI and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Luma AI to Method CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Luma AI and Method CRM?

Yes, you can set conditional logic to control the flow of data between Luma 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.

Luma AI

About Luma AI

Lumalabs AI is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It focuses on enhancing productivity, automating processes, and delivering intelligent insights to drive business growth.

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Method CRM

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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