Apptoto + Method CRM Integrations
How to connect Apptoto + Method CRM
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Appointment ScheduledTriggers when an appointment is scheduled through an Apptoto Booking PageTrigger- Message ReceivedTriggers when a message is received in ApptotoTrigger
- Message SentTriggers when a message is sent in ApptotoTrigger
- Participant Booking State ChangedTrigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)Trigger
- Participant Check-In State ChangedTrigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)Trigger
- Participant Reminder State ChangedTrigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)Trigger
- Payment ProcessedTriggers when a payment charged or captured via ApptotoTrigger
- Payment RefundedTriggers when a payment is refunded via ApptotoTrigger
- Apptoto
Creates or updates a contact in Apptoto
Scheduled
Action
- Apptoto
Creates or updates an event in Apptoto
Scheduled
Action
- Apptoto
Removes a contact in Apptoto
Scheduled
Action
- Apptoto
Removes an event in Apptoto
Scheduled
Action
- Apptoto
Search for contact in Apptoto
Scheduled
Action
- Apptoto
Search for event in Apptoto
Scheduled
Action
- Method CRM
Triggers when a new activity is added.
Scheduled
Trigger
- Method CRM
Triggers when a new contact is added.
Scheduled
Trigger
- Method CRM
Triggers when a new customer or customer lead is added.
Scheduled
Trigger
- Method CRM
Triggers when a new customer/vendor or customer/vendor lead is added.
Scheduled
Trigger
- Method CRM
Triggers when a new opportunity is added.
Scheduled
Trigger
- Method CRM
Triggers when a new vendor is added.
Scheduled
Trigger
- Method CRM
Adds a new activity.
Scheduled
Action
- Method CRM
Adds a new contact to an existing entity.
Scheduled
Action
- Method CRM
Adds a new customer or customer lead
Scheduled
Action
- Method CRM
Adds a new customer/vendor or customer/vendor lead
Scheduled
Action
- Method CRM
Adds a new entry to a table.
Scheduled
Action
- Method CRM
Adds a new opportunity.
Scheduled
Action
- Method CRM
Finds an existing contact by entity full name, email or contact name.
Scheduled
Action
- Method CRM
Finds an existing customer or customer lead by full name or email.
Scheduled
Action
- Method CRM
Finds an existing customer/vendor or customer/vendor lead by full name or email.
Scheduled
Action
- Method CRM
Finds an existing vendor by full name or email.
Scheduled
Action
- Method CRM
Finds an existing contact by entity full name, email or contact name.
Scheduled
Action
- Method CRM
Finds an existing customer or customer lead by full name or email.
Scheduled
Action
- Method CRM
Finds an existing customer/vendor or customer/vendor lead by full name or email.
Scheduled
Action
How Apptoto + Method CRM Integrations Work
- Step 1: Authenticate Apptoto and Method CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Apptoto
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