IntegrationsWhen I WorkMethod CRM
When I Work + Method CRM

Connect When I Work and Method CRM to Build Intelligent Automations

Choose a Trigger

When I Work

When this happens...

Choose an Action

Method CRM

Automatically do this!

Enable Integrations or automations with these events of When I Work and Method CRM

Enable Integrations or automations with these events of When I Work and Method CRM

Actions

Create an User

Create an User

Creates an employee, manager, or supervisor.

Request a new Action for When I Work

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Frequently Asked Questions

How do I start an integration between When I Work and Method CRM?

To start, connect both your When I Work and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in When I Work triggers actions in Method CRM (or vice versa).

Can we customize how data from When I Work is recorded in Method CRM?

Absolutely. You can customize how When I Work 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.

How often does the data sync between When I Work and Method CRM?

The data sync between When I Work and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from When I Work to Method CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between When I Work and Method CRM?

Yes, you can set conditional logic to control the flow of data between When I Work 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.

When I Work

About When I Work

When I Work is an employee scheduling and time tracking software designed to streamline workforce management and enhance communication among teams. It provides tools for scheduling, attendance tracking, and time clock functionalities, catering to businesses seeking efficient shift planning and workforce management solutions.

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Method CRM

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.

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