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

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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.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Method CRM and Picsart accounts to viaSocket. Once connected, you can set up a workflow where an event in Method CRM triggers actions in Picsart (or vice versa).
Absolutely. You can customize how Method CRM data is recorded in Picsart. This includes choosing which data fields go into which fields of Picsart, setting up custom formats, and filtering out unwanted information.
The data sync between Method CRM and Picsart 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 Picsart. 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.
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