Connect Smsmobileapi and Method CRM to Build Intelligent Automations
Ready to use Smsmobileapi and Method CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Received
Triggers when a new SMS has been received.
New SMS/WhatsApp Sent
Triggers when a new SMS/WhatsApp has been sent.
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.
Do thisActions
Action is the task that follows automatically within your Smsmobileapi integrations.
Send SMS
Sends an SMS to a recipient.
Get Missed Call
List missed calls from your mobile using SMS Mobile API.
Send WhatsApp Message
Send a WhatsApp message to one or more recipients with optional short link, encryption, and scheduled delivery.
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.
Create contact and link to entity
Create a new contact and attach 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.
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Frequently Asked Questions
To start, connect both your Smsmobileapi and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Smsmobileapi triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Smsmobileapi 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 Smsmobileapi 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 Smsmobileapi 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 Smsmobileapi
Smsmobileapi offers robust SMS solutions for businesses, enabling seamless communication through text messaging. Ideal for marketing campaigns, customer notifications, and more.
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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