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Method CRM + SafetyCulture

Create new activities in Method CRM for every action created in SafetyCulture

Initiate streamlined workflows between SafetyCulture and Method CRM with this smart automation. When a new action is created in SafetyCulture, corresponding activity will be instantly added to Method CRM. This efficient connection saves do-it-yourself time and keeps your CRM activity log up-to-date, ensuring your team stays promptly informed about safety operations progress.

Initiate streamlined workflows between SafetyCulture and Method CRM with this smart automation. When a new action is created in SafetyCulture, corresponding activity will be instantly added to Method CRM. This efficient connection saves do-it-yourself time and keeps your CRM activity log up-to-date, ensuring your team stays promptly informed about safety operations progress.

  1. When this happens...
    SafetyCultureSafetyCulture
    Action Created

    Triggers when an action is created.

    TriggerScheduled
  2. automatically do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SafetyCulture triggers, actions, and search

    Action Created

    Triggers when an action is created.

    Trigger
    Scheduled
    Try It
  • SafetyCulture triggers, actions, and search

    Any Inspection Completed

    Triggers when any inspection is completed.

    Trigger
    Scheduled
    Try It

    • Template NameRequired

    Trigger
    Scheduled
    Try It

    • Inspection IDRequired

    • Export IDRequired

    Action
    Write
  • SafetyCulture triggers, actions, and search

    Any Inspection Completed (Advanced)

    Triggers when any inspection is completed. Advanced provides additional fields.

    Trigger
    Scheduled
    Try It

    • TemplateRequired

    Trigger
    Scheduled
    Try It

    • Inspection IDRequired

    Action
    Write

    • Inspection IDRequired

    Action
    Write
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method-crm logo

About Method CRM

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
safetyculture logo
safetyculture logo

About SafetyCulture

SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
Learn more

Related categories