Connect Paystack and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Transactions
Abandoned Transaction
Fetch Subscriptions
Cancelled Subscription
New Refund
New Order
Fetch Recent Invoices
Choose an Action
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- Request a new Action for Method CRM
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Transactions
Retrieve Paystack transactions from the last 15 minutes, optionally filtered by status.
Abandoned Transaction
Fetches Paystack transactions marked as abandoned created in the last 15 minutes.
Fetch Subscriptions
Retrieve Paystack subscriptions created within a recent time window and filter by status (new or cancelled).
Cancelled Subscription
Return subscriptions cancelled on Paystack within the last 15 minutes.
New Refund
Retrieve refunds processed in the last 15 minutes from Paystack.
New Order
Retrieve Paystack orders created in the last 15 minutes.
Do thisActions
Action is the task that follows automatically within your Paystack integrations.
Cancel a Subscription
Disable (cancel) a Paystack subscription using its subscription code and email token.
Update a Order
Update the status of an existing Paystack order (e.g., delivered or cancelled) using its Order ID.
Add Product
Create a new Paystack product with name, description, price, currency, and stock (quantity or unlimited) settings.
Find Customer
Locate a Paystack customer using their email and return the customer's details or a not-found message.
Find Transfer
Retrieve Paystack transfer details using a transfer code.
Find Transaction
Fetch Paystack transaction details using the transaction ID.
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Frequently Asked Questions
To start, connect both your Paystack and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Paystack triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Paystack 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.
The data sync between Paystack and Method CRM 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 Paystack 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.
About Paystack
Integrate seamless payment processing features with Paystack, enabling businesses to handle transactions efficiently and securely.
Learn MoreAbout 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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