How to connect OffAlerts + Method CRM
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Choosing a monitor will trigger on all new events on that monitor.
Triggers when a new contact is added.Try ItTriggerScheduled
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.Try ItTriggerScheduled
Triggers when a new vendor is added.Try ItTriggerScheduled
Triggers when a new activity is added.Try ItTriggerScheduled
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.Try ItTriggerScheduled
Triggers when a new opportunity is added.Try ItTriggerScheduled
Opportunity Record ID
If you don't have Contact RecordID try using a 'Find Contact' in the previous step.
Enter the field name and the field value.
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.
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