Method CRM + Slack + Formatter by Zapier

Add Slack notifications for new Method opportunities

Do you struggle to keep your team up-to-date on new sales opportunities? Well, now you don’t have to thanks to this integration. Simply create a sales opportunity in Method and watch it appear in the Slack channel of your choice. Use this integration to automatically notify your team on Slack of new sales opportunities so that everyone is kept in the loop.

When this happens...
New Opportunity
Triggers when a new opportunity is added.
TriggerScheduled
automatically do this...
Find Contact
Finds an existing contact by entity full name, email or contact name.
ActionSearch
then do this...
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
ActionWrite
then do this...
Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is added.
Trigger
Scheduled
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- 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 NameRequired
- Fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- 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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

New Contact
Triggers when a new contact is added.
Trigger
Scheduled
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Scheduled
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- 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 RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- 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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Method CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

Related categories

Team Chat

Similar apps

Chatwork

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twist

Team Chat

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

PRODUCTS

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Method CRM + Slack + Formatter by Zapier

Add Slack notifications for new Method opportunities

New Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Due Date

Comments

Opportunity Record ID

Contact RecordID

StatusRequired

TypeRequired

Assigned ToRequired

Custom Fields

Add Customer or Customer Lead (QuickBooks Only)

First NameRequired

Last Name

NameRequired

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

Add Generic Entry

Table NameRequired

Fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer or Customer Lead (QuickBooks Only)

FieldRequired

ValueRequired

Find Vendor

FieldRequired

ValueRequired

Find or Create Customer

FieldRequired

ValueRequired

First NameRequired

Last Name

NameRequired

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

Date / Time

TransformRequired

Text

TransformRequired

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

ChannelRequired

Trigger for Bot Messages?

New File

Channel

User Name