Create integrations between Method CRM and OneLocal LocalReviews to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is added.
Try It - New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try It - New Opportunity
Triggers when a new opportunity is added.
Try It - Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
- New Contact
Triggers when a new contact is added.
Try It - New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try It - New Vendor
Triggers when a new vendor is added.
Try It - First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Related categories
Related categories