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OffAlerts + Method CRM Integrations

How to connect OffAlerts + Method CRM

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Supported triggers and actions

What does this mean?
  • 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
    • 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

How OffAlerts + Method CRM Integrations Work

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

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
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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 more

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