Connect Qase and Method CRM
Integrate Qase with Method CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Activity in Method CRM when New Test Run in Qase
Create contact and link to entity in Method CRM when New Test Run in Qase
Create customer or lead in Method CRM when New Test Run in Qase
Create record in Method CRM in Method CRM when New Test Run in Qase
Find Contact in Method CRM when New Test Run in Qase
Popular Qase + Method CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Qase
When this happens...
New Test Run
New Test Run Completed
New Test Result
New Defect
Choose an action
Method CRM
Automatically do this!
Create Activity
Create contact and link to entity
Create customer or lead
Create record in Method CRM
Find Contact
Find customer or lead
Create Activity in Method CRM when New Test Run in Qase
Use this flowCreate contact and link to entity in Method CRM when New Test Run in Qase
Use this flowCreate customer or lead in Method CRM when New Test Run in Qase
Use this flowCreate record in Method CRM in Method CRM when New Test Run in Qase
Use this flowFind Contact in Method CRM when New Test Run in Qase
Use this flowFind customer or lead in Method CRM when New Test Run in Qase
Use this flowCreate Activity in Method CRM when New Test Run Completed in Qase
Use this flowCreate contact and link to entity in Method CRM when New Test Run Completed in Qase
Use this flowCreate customer or lead in Method CRM when New Test Run Completed in Qase
Use this flowCreate record in Method CRM in Method CRM when New Test Run Completed in Qase
Use this flowSupported Triggers & Actions
Everything you can automate between Qase and Method CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Test Run
Runs when a new test run starts in a chosen project, optionally for a milestone or environment.
New Test Run Completed
Runs when a test run in a chosen project finishes (passed, failed or aborted).
New Test Result
Runs when a new test result is recorded in a chosen project, optionally for one run or status.
New Defect
Runs when a new defect is logged in a chosen project.
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.
Do thisActions
Action is the task that follows automatically within your Qase integrations.
Create Test Case
Create a test case with steps, severity and priority in a chosen project and suite.
Create Test Run
Start a test run in a project with chosen cases, a test plan, or all cases, plus environment and milestone.
Update Test Case
Update a test case's title, steps, severity, tags or other fields. Empty fields stay unchanged.
Find Test Cases
Find test cases in a project by name, suite, severity, status or other filters, or get one by ID.
Update Test Run
Update a test run's title, description, environment, milestone, tags or configurations. Empty fields stay unchanged.
Complete Test Run
Mark a test run as complete so its results are final.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Qase
Qase is a test management platform for organizing manual and automated tests, managing test runs, and tracking software quality across development teams.
Learn moreSimilar apps
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Qase and Method CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Qase and Method CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Method CRM. No coding required.
Yes. You can set up a workflow where Qase triggers actions in Method CRM, and a separate workflow where Method CRM triggers actions in Qase. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Qase and Method CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Qase and Method CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
