Connect Play AI and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Play AI
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Ready to use Play AI and Method CRM 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 Play AI integrations.
Create Agent
Create a new PlayAI Agent.
Update Agent
Updates the properties of the agent with the specified ID.
Create External Function
Use this endpoint to create new external functions.
Update External Function
Updates the properties of the external function with the specified ID.
Delete External Function
Delete external function with the specified ID.
Create PlayNote
Create a new PlayNote by providing a file URL.
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Frequently Asked Questions
To start, connect both your Play AI and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Play AI triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Play AI 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 Play AI 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 Play AI 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 Play AI
Play AI is a cutting-edge platform that leverages artificial intelligence to enhance gaming experiences. It offers tools and solutions for game developers to integrate AI-driven features, such as adaptive gameplay, intelligent NPCs, and personalized player experiences, into their games. With Play AI, developers can create more engaging and dynamic games that respond to player actions in real-time.
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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