Full list

Supported Triggers & Actions

Everything you can automate between SprintOps and Method CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new task is created

When a new task is created

Runs the workflow automatically whenever a new task is created in SprintOps.

When a task is updated

When a task is updated

Runs the workflow automatically whenever a task is updated in SprintOps.

When a task is moved

When a task is moved

Runs the workflow automatically whenever a task is moved in SprintOps.

When a task is assigned

When a task is assigned

Runs the workflow automatically whenever a task is assigned.

When a task's sprint assignment changes

When a task's sprint assignment changes

Runs the workflow automatically whenever a task is assigned to, moved between, or removed from a sprint.

When a task is deleted

When a task is deleted

Runs the workflow automatically whenever any task is deleted.

Do thisActions

Action is the task that follows automatically within your SprintOps integrations.

Create Activity

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 contact and link to entity

Create a new contact and attach it to an existing customer or company.

Create customer or lead

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.

Create record in Method CRM

Create record in Method CRM

Add a new record to the selected Method CRM table using the details you enter.

Find Contact

Find Contact

Search for a contact by email, name, or entity and return its details.

Find customer or lead

Find customer or lead

Find a customer or lead by name or email and return their full record.

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How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations SprintOps
SprintOps + Method CRM
SprintOps logo

About SprintOps

SprintOps is an agile project and task management tool for teams. Plan sprints, manage backlogs, organize work on Kanban boards, and track progress with reports like burndown and velocity. Collaborate with assignments, comments, and notifications to keep deliveries on schedule.

Learn more
Integrations Method CRM
Method CRM + SprintOps
Method CRM logo

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.

Learn more

Frequently Asked Questions

How do I connect SprintOps and Method CRM?

Sign up for a free viaSocket account, then authorize both your SprintOps 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between SprintOps and Method CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from SprintOps to Method CRM?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where SprintOps triggers actions in Method CRM, and a separate workflow where Method CRM triggers actions in SprintOps. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between SprintOps and Method CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire SprintOps 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.