B2B Wave + Method CRM

Create new Method CRM customers or customer leads from new B2B Wave customers

Expand your business capabilities with this efficient workflow. When a new customer is added in B2B Wave, their details get instantly linked to Method CRM as a customer or customer lead (QuickBooks only). This smart automation enhances your customer tracking and record-keeping abilities, saving you valuable time and reducing manual data entry.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
ActionWrite

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Supported triggers and actions

- Hours Ago CreatedRequired
- Created After Date
Trigger
Polling
Try It
- Approved
Trigger
Polling
Try It
Order Status Update
Triggers when an order status is changed
Trigger
Polling
Try It
- EmailRequired
- Company NameRequired
- NameRequired
- Is Active
- Phone
- Pricelist IDRequired
- VAT Group ID
- Address
- Address Line 2
- City
- State
- Country (2-letter code)
- Postal Code
- Company Number
- Tax ID
- Sales Rep ID
- Customer Reference Code
- Same Address For Billing
- Billing Address
- Billing Address Line 2
- Billing City
- Billing State
- Billing Country (2-letter code)
- Billing Postal Code
- Billing Company Name
- Billing Name
- Billing Tax ID
- Billing Tax Office
- MSRP Pricelist ID
- Disable Ordering
- Company Activities
- Company Activity Id
- Privacy Group Name
Action
Write
- Product Code (SKU)
- Product ID
- Product Variant ID
- Customer IDRequired
- PriceRequired
- Apply Extra Discounts
Action
Write

- Order IdRequired
- Integration RefRequired
Action
Write
- Order IdRequired
- Status Order ID
- Status Order Name
- Notify
Action
Write

- Find by ID
- Find by Code
- New Quantity
Action
Write
- Find byRequired
- ValueRequired
Action
Search
- Find ByRequired
- Search ValueRequired
- EmailRequired
- Company NameRequired
- NameRequired
- Is Active
- Phone
- Pricelist IDRequired
- VAT Group ID
- Address
- Address Line 2
- City
- State
- Country (2-letter code)
- Postal Code
- Company Number
- Tax ID
- Sales Rep ID
- Customer Reference Code
- Same Address For Billing
- Billing Address
- Billing Address Line 2
- Billing City
- Billing State
- Billing Country (2-letter code)
- Billing Postal Code
- Billing Company Name
- Billing Name
- Billing Tax ID
- Billing Tax Office
- MSRP Pricelist ID
- Disable Ordering
- Company Activities
- Company Activity Id
- Privacy Group Name
Action
Search or 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 DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
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
Action
Write
- Table NameRequired
- Fields
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- 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
Action
Search or write

New Addressbook
Triggers when a new addressbook is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Product Code (SKU)
- NameRequired
- Category ID
- Category Path
- Description
- Is Active
- Quantity
- Status ID
- VAT Class ID
- Minimum Quantity
- Quantity Monitor
- Image URL
- URL
- UPC
- MPN
- Barcode
- Manufacturer ID
- Reference Code
- Cost
- Is Private
- Estimated Availability Date
Action
Write
- IDRequired
- Email
- Company Name
- Name
- Is Active
- Phone
- Pricelist ID
- VAT Group ID
- Address
- Address Line 2
- City
- State
- Country (2-letter code)
- Postal Code
- Company Number
- Tax ID
- Tax Office
- Sales Rep ID
- Customer Reference Code
- Same Address For Billing
- Billing Phone
- Billing Address
- Billing Address Line 2
- Billing City
- Billing State
- Billing Country (2-letter code)
- Billing Postal Code
- Billing Company Name
- Billing Name
- Billing Tax ID
- Billing Tax Office
- Minimum Order Value
- MSRP Pricelist ID
- Disable Ordering
- Company Activities
- Company Activity Id
- Privacy Group Name
Action
Write
- Order IdRequired
- Shipping Tracking NumberRequired
Action
Write
- IDRequired
- Product Code (SKU)
- Name
- Category ID
- Description
- Is Active
- Status ID
- VAT Class ID
- Quantity
- Minimum Quantity
- Image URL
- URL
- UPC
- MPN
- Barcode
- Manufacturer ID
- Rerefence Code
- Cost
- Is Private
- Category Path
- Estimated Availability Date
Action
Write
- Find ByRequired
- Search ValueRequired
Action
Search
- Find ByRequired
- Search ValueRequired
Action
Search
- Find ByRequired
- Search ValueRequired
- Product Code (SKU)
- NameRequired
- Category ID
- Category Path
- Description
- Is Active
- Quantity
- Status ID
- VAT Class ID
- Minimum Quantity
- Quantity Monitor
- Image URL
- URL
- UPC
- MPN
- Barcode
- Manufacturer ID
- Reference Code
- Cost
- Is Private
- Estimated Availability Date
Action
Search or 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 NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
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
Action
Write
- Contact RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- 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 CustomerVendor Lead?
- Custom Fields
Action
Search or write

About B2B Wave

B2B Wave is the easiest cloud B2B eCommerce solution for distributors, wholesalers, and manufacturers

Related categories

eCommerce

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

B2B Wave + Method CRM

Create new Method CRM customers or customer leads from new B2B Wave customers

New Abandoned Order

New Customer

Order Status Update

Create Customer

Create Product Customer Price

Update Order Integration Ref

Update Order Status

Update Product Quantity

Find Order

Find or Create Customer

New Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Add Customer or Customer Lead (QuickBooks Only)

Add Generic Entry

API Request (Beta)

Find Customer or Customer Lead (QuickBooks Only)

Find Vendor

Find or Create Customer

New Addressbook

New Order

New Product

Create Product

Update Customer

Update Order Shipping Tracking

Update Product

Find Customer

Find Product

Find or Create Product

New Contact

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

New Vendor

Add Contact to Existing Entity

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

Add Opportunity

Find Contact

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

Find or Create Contact

Find or Create CustomerVendor

About B2B Wave

Related categories

About Method CRM

Related categories

Similar apps

Zapier Interfaces