Connect Nomi AI and Method CRM to Build Intelligent Automations

Nomis Created

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.

Create Chat

Creates a Chat.

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.

Add contact to existing entity

Create a new contact and link 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.

Create opportunity

Create a new sales opportunity with customer, contact, assignee, stage, amount, and expected close date.