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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.

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.

  1. When this happens...
    Method CRMMethod CRM
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerScheduled
  2. automatically do this...
    Method CRMMethod CRM
    Find Contact

    Finds an existing contact by entity full name, email or contact name.

    ActionSearch
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

    ActionWrite
  4. then do this...
    Formatter by ZapierFormatter by Zapier
    Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

    ActionWrite
  5. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  6. then do this!
    logo logo
    ActionWrite
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Supported triggers and actions

What does this mean?
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    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
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    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
  • Method CRM triggers, actions, and search

    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