B2B Wave + Method CRM

B2B Wave + Method CRM integrations

Create new Method CRM customers or customer leads from new B2B Wave customers

Expand your business capabilities with this efficient workflow. When a new customer is added in B2B Wave, their details get instantly linked to Method CRM as a customer or customer lead (QuickBooks only). This smart automation enhances your customer tracking and record-keeping abilities, saving you valuable time and reducing manual data entry.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Add Customer or Customer Lead (QuickBooks Only)Adds a new customer or customer lead
ActionWrite

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More things you can do with B2B Wave and Method CRM

Discover other triggers and actions you can use with B2B Wave and Method CRM

- Hours Ago Created
  Required
- Created After Date
Trigger
Polling
Try It
- Approved
Trigger
Polling
Try It
Order Status Update
Triggers when an order status is changed
Trigger
Polling
Try It
- Email
  Required
- Company Name
  Required
- Name
  Required
- Is Active
- Phone
- Pricelist ID
  Required
- VAT Group ID
- Address
- Address Line 2
- City
- State
- Country (2-letter code)
- Postal Code
- Company Number
- Tax ID
- Sales Rep ID
- Customer Reference Code
- Same Address For Billing
- Billing Address
- Billing Address Line 2
- Billing City
- Billing State
- Billing Country (2-letter code)
- Billing Postal Code
- Billing Company Name
- Billing Name
- Billing Tax ID
- Billing Tax Office
- MSRP Pricelist ID
- Disable Ordering
- Company Activities
- Company Activity Id
- Privacy Group Name
Action
Write
- Product Code (SKU)
- Product ID
- Product Variant ID
- Customer ID
  Required
- Price
  Required
- Apply Extra Discounts
Action
Write

- Order Id
  Required
- Integration Ref
  Required
Action
Write
- Order Id
  Required
- Status Order ID
- Status Order Name
- Notify
Action
Write

- Find by ID
- Find by Code
- New Quantity
Action
Write
- Find by
  Required
- Value
  Required
Action
Search
- Find By
  Required
- Search Value
  Required
- Email
  Required
- Company Name
  Required
- Name
  Required
- Is Active
- Phone
- Pricelist ID
  Required
- VAT Group ID
- Address
- Address Line 2
- City
- State
- Country (2-letter code)
- Postal Code
- Company Number
- Tax ID
- Sales Rep ID
- Customer Reference Code
- Same Address For Billing
- Billing Address
- Billing Address Line 2
- Billing City
- Billing State
- Billing Country (2-letter code)
- Billing Postal Code
- Billing Company Name
- Billing Name
- Billing Tax ID
- Billing Tax Office
- MSRP Pricelist ID
- Disable Ordering
- Company Activities
- Company Activity Id
- Privacy Group Name
Action
Search or write
New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write
- Table Name
  Required
- Fields
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write

New Addressbook
Triggers when a new addressbook is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Product Code (SKU)
- Name
  Required
- Category ID
- Category Path
- Description
- Is Active
- Quantity
- Status ID
- VAT Class ID
- Minimum Quantity
- Quantity Monitor
- Image URL
- URL
- UPC
- MPN
- Barcode
- Manufacturer ID
- Reference Code
- Cost
- Is Private
- Estimated Availability Date
Action
Write
- ID
  Required
- Email
- Company Name
- Name
- Is Active
- Phone
- Pricelist ID
- VAT Group ID
- Address
- Address Line 2
- City
- State
- Country (2-letter code)
- Postal Code
- Company Number
- Tax ID
- Tax Office
- Sales Rep ID
- Customer Reference Code
- Same Address For Billing
- Billing Phone
- Billing Address
- Billing Address Line 2
- Billing City
- Billing State
- Billing Country (2-letter code)
- Billing Postal Code
- Billing Company Name
- Billing Name
- Billing Tax ID
- Billing Tax Office
- Minimum Order Value
- MSRP Pricelist ID
- Disable Ordering
- Company Activities
- Company Activity Id
- Privacy Group Name
Action
Write
- Order Id
  Required
- Shipping Tracking Number
  Required
Action
Write
- ID
  Required
- Product Code (SKU)
- Name
- Category ID
- Description
- Is Active
- Status ID
- VAT Class ID
- Quantity
- Minimum Quantity
- Image URL
- URL
- UPC
- MPN
- Barcode
- Manufacturer ID
- Rerefence Code
- Cost
- Is Private
- Category Path
- Estimated Availability Date
Action
Write
- Find By
  Required
- Search Value
  Required
Action
Search
- Find By
  Required
- Search Value
  Required
Action
Search
- Find By
  Required
- Search Value
  Required
- Product Code (SKU)
- Name
  Required
- Category ID
- Category Path
- Description
- Is Active
- Quantity
- Status ID
- VAT Class ID
- Minimum Quantity
- Quantity Monitor
- Image URL
- URL
- UPC
- MPN
- Barcode
- Manufacturer ID
- Reference Code
- Cost
- Is Private
- Estimated Availability Date
Action
Search or write
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordID
  Required
- Opportunity Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write

About B2B Wave

B2B Wave is the easiest cloud B2B eCommerce solution for distributors, wholesalers, and manufacturers

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Related categories

eCommerce

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

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Related categories

CRM (Customer Relationship Management)

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