Connect Method CRM and Shiprocket to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Activities
New Contact Created
New Customers for QuickBooks
New Customers/Vendors
Fetch Updated Opportunities
Fetch Recent Contacts
Choose an Action
Automatically do this!
Create an Order
Create a Product
Create a Pickup Location
Generate Invoice
Search Order
Cancel Order
Change/Update Pickup Location
Update Customer Delivery Address
Generate AWB for Shipment
Search Courier
Search Shipment Detail
Search Country Code
Search Product Detail by Name
Search Integrated channels
Search PickUp Locations
Ready to use Method CRM and Shiprocket 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 Method CRM integrations.
Create Activity
Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.
Create contact and link to entity
Create a new contact and attach it to an existing customer or company.
Create customer or lead
Add a new customer (or mark them as a lead) in Method CRM so you can track their contact details and billing information.
Create record in Method CRM
Add a new record to the selected Method CRM table using the details you enter.
Find Contact
Search for a contact by email, name, or entity and return its details.
Find customer or lead
Find a customer or lead by name or email and return their full record.
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Frequently Asked Questions
To start, connect both your Method CRM and Shiprocket accounts to viaSocket. Once connected, you can set up a workflow where an event in Method CRM triggers actions in Shiprocket (or vice versa).
Absolutely. You can customize how Method CRM data is recorded in Shiprocket. This includes choosing which data fields go into which fields of Shiprocket, setting up custom formats, and filtering out unwanted information.
The data sync between Method CRM and Shiprocket 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 Shiprocket. 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 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.
Learn MoreAbout Shiprocket
Shiprocket is a leading eCommerce logistics and shipping solution in India, designed to streamline the shipping process for online retailers. It offers a comprehensive platform that integrates with various eCommerce platforms, providing features like automated shipping, real-time tracking, and multiple courier options to enhance the delivery experience for businesses and their customers.
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