Connect Supabase and Method CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Watch Row Events
Trigger when a new row is inserted, updated, deleted.
Projects Created
Triggers when a new project is created in supabase.
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 Supabase integrations.
Add A Row To Table
Add a new row to a selected table in your Supabase project.
Delete Project
Deletes the given project by its reference.
Create Project
Create input field for db_pass (Required string).
Run PostgreSQL query
Run a PostgreSQL query to retrieve or update data in the selected Supabase project.
Get All Rows From Table
Show all rows from the selected table in your Supabase project.
Delete Rows From A Table
Remove rows in the chosen table that match the values you enter.
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Frequently Asked Questions
To start, connect both your Supabase and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Supabase triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Supabase 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 Supabase 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 Supabase 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 Supabase
Supabase is an open-source backend-as-a-service platform that provides developers with a suite of tools to build, deploy, and manage applications. It offers features like real-time databases, authentication, and storage, making it a comprehensive solution for modern app development.
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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