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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Call Transcript" from Teli AI.

Add your action

An action happens after the trigger—such as "Add Activity" in Method CRM.

You’re connected!

Zapier seamlessly connects Teli AI and Method CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Teli AI Integration Name
  Required
- Voice Transcript Sample by Voice Agent
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Teli AI Account
  Required
- Address Line 1
- Address Line 2
- Birthday
- City
- State
- Company Address Line 1
- Company Address Line 2
- Company City
- Company Country
- Company Industry
- Company Name
- Company Position
- Company State
- Company Zip Code
- Country
- Loan Balance
- Loan Type
- Email
- FICO Score
- First Name
- Last Name
- Lead Source
- Middle Name
- Name
- Notes
- Phone Number
- SSO
- Years Worked
- Zip Code
- Savings
- Tax
- Months Since Last Mortgage
- Total CC Debt
- Debt Monthly Payment
- Debt Balance
- External ID
- Interest Rate
- Revenue Balance
- Last Refinance
- HELOC Balance
Action
Write
New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It

- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- 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 Name
  Required
- Fields
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- 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

- Teli AI Integration Name
  Required
- SMS Transcript Sample by SMS Agent
  Required
Trigger
Instant
Try It
- Lead Group
  Required
- Address Line 1
- Address Line 2
- City
- State
- Company Address Line 1
- Company Address Line 2
- Company City
- Company Country
- Company Industry
- Company Name
- Company Position
- Company State
- Company Zip Code
- Country
- Debt Balance
- Debt Monthly Payment
- Debt Type
- Do Not Call
- Email
- FICO Score
- First Name
- Middle Name
- Last Name
- Lead Source
- Lender Name
- Months Since Mortgage Open
- Mortgage Date
- Name
- Notes
- Phone Number
  Required
- Savings
- SSO
- Total CC Debt
- Tax
- Value
- Years Worked
- Zip Code
- External Id
- Revenue Balance
- Last Refinance
- HELOC Balance
- Interest Rate
Action
Write
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- 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 RecordID
  Required
- Opportunity Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- 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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Teli AI and Method CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Teli AI to Method CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Teli AI

Teli AI provides AI-voice agents to handle every task over the phone.

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About Method CRM

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

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