OffAlerts + Method CRM Integrations

How to connect OffAlerts + Method CRM

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Supported triggers and actions

What does this mean?

- Monitor id
  Choosing a monitor will trigger on all new events on that monitor.
Trigger
Scheduled
Try It
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
  If you don't have Entity Full Name try using 'Find Customer or Customer Lead' or 'Find Vendor' in the previous step.
- Email
- Phone
- Custom Fields
  Enter the field name and the field value.
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
  Enter the field name and the field value.
Action
Write
- Contact RecordIDRequired
  If you don't have Contact RecordID try using 'Find Contact' in the previous step.
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
  Enter the field name and the field value.
Action
Write

- FieldRequired
  If multiple Customers or Leads are returned then the first result will be selected
- ValueRequired
Action
Search
- FieldRequired
  If multiple Vendors are returned then the first result will be selected
- ValueRequired
Action
Search
- FieldRequired
  If multiple Customers or Leads are returned then the first result will be selected
- 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
  Enter the field name and the field value.
Action
Search or write

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
  If you don't have Contact RecordID try using a 'Find Contact' in the previous step.
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
  Enter the field name and the field value.
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
  Enter the field name and the field value.
Action
Write
- Table NameRequired
- Fields
  Enter the field name and the field value.
Action
Write
- FieldRequired
  If multiple contacts are returned then the first result will be selected
- ValueRequired
Action
Search
- FieldRequired
  If multiple Customer/Vendors or Leads are returned then the first result will be selected
- ValueRequired
Action
Search
- FieldRequired
  If multiple contacts are returned then the first result will be selected
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
  If you don't have Entity Full Name try using 'Find Customer or Customer Lead' or 'Find Vendor' in the previous step.
- Email
- Phone
- Custom Fields
  Enter the field name and the field value.
Action
Search or write
- FieldRequired
  If multiple Customer/Vendors or Leads are returned then the first result will be selected
- 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
  Enter the field name and the field value.
Action
Search or write

How OffAlerts + Method CRM Integrations Work

Step 1: Authenticate OffAlerts and Method CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect OffAlerts + Method CRM

About OffAlerts

Uptime Monitors & Status Pages. Get Immediate Email, SMS and Push Notifications (Off Alerts) When Your Website Or App Is Offline.

Related categories

Developer Tools

About Method CRM

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

Learn more

Related categories

CRM (Customer Relationship Management)

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OffAlerts + Method CRM Integrations

How to connect OffAlerts + Method CRM

Connect your apps and automate workflows

New Monitor Event

Monitor id

New Contact

New Customer/Vendor or Customer/Vendor Lead (Xero Only)

New Vendor

Add Contact to Existing Entity

First NameRequired

Last Name

Entity Full NameRequired

Email

Phone

Custom Fields

Add Customer/Vendor or Customer/Vendor Lead (Xero 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 CustomerVendor Lead?

Custom Fields

Add Opportunity

Contact RecordIDRequired

Opportunity NameRequired

Assigned ToRequired

Close DateRequired

Description

Opportunity StageRequired

Opportunity Type

Amount

Custom Fields

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

New Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Start DateRequired

Due Date

Comments

Opportunity Record ID

Contact RecordID

StatusRequired

TypeRequired

Assigned ToRequired

Custom Fields

Add Customer or Customer Lead (QuickBooks Only)

First NameRequired