Connect TimelinesAI and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Uploaded File
New Whatsapp Account
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Enable Integrations or automations with these events of TimelinesAI and Method CRM
Enable Integrations or automations with these events of TimelinesAI and Method CRM
Triggers
New Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Actions
Send Message to New Chat
Sends a message to a new chat.
Send Uploaded File to Existing Chat
Sends an uploaded file to an existing chat.
Send Message to Existing Chat
Sends a message to an already existing chat.
Find Whatsapp Account
Finds a specific WhatsApp account.
Close Chat
Closes an existing chat.
Find Uploaded File
Finds an uploaded file in the system.
Know More About Timelinesai and Methodcrm Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your TimelinesAI and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TimelinesAI triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how TimelinesAI 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 TimelinesAI 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 TimelinesAI 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 TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.