Connect Shipday and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Shipday
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Enable Integrations or automations with these events of Shipday and Method CRM
Enable Integrations or automations with these events of Shipday and Method CRM
Actions
Insert Order
Schedule a New Order.
Search Order
Search order by email and phone number.
Delete Order
Delete Order By Id
Add Carrier
Adds a new Carrier .
Delete Carrier
Delete a Carrier
Edit Order
Update your Order
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Frequently Asked Questions
To start, connect both your Shipday and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Shipday triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Shipday 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 Shipday 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 Shipday 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 Shipday
Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.
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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