If multiple contacts are returned then the first result will be selected

If multiple Customers or Leads are returned then the first result will be selected

If multiple Customer/Vendors or Leads are returned then the first result will be selected

If multiple Vendors are returned then the first result will be selected

If you don't have Entity Full Name try using 'Find Customer or Customer Lead' or 'Find Vendor' in the previous step.

Enter the field name and the field value.

If you don't have Contact RecordID try using a 'Find Contact' in the previous step.

If you don't have Contact RecordID try using 'Find Contact' in the previous step.

API docs for Method CRM are located here https://developer.method.me/

Requests can only be made to domains associated by this application. View [documentation](https://help.zapier.com/hc/en-us/articles/12899607716493) for more details.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

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

Method CRM

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

Method CRM Integrations

Method CRM Help & Support

About Method CRM

Related categories

Similar apps

Zapier Interfaces