
When this happens...
Recent Activities
New Contact Created
New Customers for QuickBooks
New Customers/Vendors
Fetch Updated Opportunities
Fetch Recent Contacts

Automatically do this!
Deactivate Employee
List leave types
List All Employee Salary Details
List Employee Documents
List document types
List All Attendance Records
List All Employees
Log Employee Clock In and Out
Create Leave Request
Upload Employee Document
Update Employee Personal Details
Add an new employee
List All Leave Balances
List All Departments
List All Job Titles
List All Locations
List All Group Types
List All Groups
List All Capture Schemes
List of Review Groups
List of Time Frames
List User Leave Requests
List of Review Cycles
List of Employee Reviews
List of Holidays
List of All Currencies
List All Notice Periods
List All Contingent Types
List of Employee Document Attachment Download Url
List all Leave Plans
List all shift policies
List all trackingpolicies
List all weeklyoff policies
List all holidays Calendar
List all Employee Salaries
List all Salary Components
List all Pay Groups
List All Pay Cycles
List of Payroll Registers
Get all Pay Batches
List all Batch Payments
List all Pay Bands
List all Pay Grades
List all Employee FnF Details
List all Bonus Types
List of Financial Details for All Employees
List all Salary Structures
List Employee Form 16
Search Banks
List Attachment Download Url
List clients
List Client Invoices
List Taxes
List Tax Groups
List Projects
List Employee Expenses
List expense policies
Update Employee Bank Details
Assign Asset
Update Employee Salary
List All Banks
List Regularisation Requests
Get Clocked-In Employee Attendance
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve activities from Method CRM updated since the last scheduled check.
Returns contacts created or updated in Method CRM since the last check.
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Retrieves opportunities from Method CRM that have been modified since the scheduled time.
Retrieve customer and vendor records that were added or modified since the specified time window.
Action is the task that follows automatically within your Method CRM integrations.
Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.
Create a new contact and attach it to an existing customer or company.
Add a new customer (or mark them as a lead) in Method CRM so you can track their contact details and billing information.
Add a new record to the selected Method CRM table using the details you enter.
Search for a contact by email, name, or entity and return its details.
Find a customer or lead by name or email and return their full record.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Method CRM and Keka accounts to viaSocket. Once connected, you can set up a workflow where an event in Method CRM triggers actions in Keka (or vice versa).
Absolutely. You can customize how Method CRM data is recorded in Keka. This includes choosing which data fields go into which fields of Keka, setting up custom formats, and filtering out unwanted information.
The data sync between Method CRM and Keka 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 Method CRM and Keka. 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.
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.
Learn MoreKeka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
Learn More