Here are the ways Method can trigger a zap:

  • New Customer or Customer Lead - Triggers when a new customer or customer lead is added to Method.
  • New Activity - Triggers when a new activity is added to Method. 
  • New Opportunity - Triggers when a new opportunity is added to Method.
  • New Contact - Triggers when a new contact is added to Method.
  • New Vendor - Triggers when a new Vendor is added to Method.

When a customer, activity, or opportunity is created in Method, Zapier can be set up to trigger. The following fields are available for later actions. 

NOTE: When pulling in samples, (e.g. pulling in a customer), it will only pull in records that were created in the last 60 minutes. Please create a test record before pulling in a sample. 

Fields Available in Zapier when a New Customer or Customer Lead is Created in Method

  • Name
  • Company Name
  • First Name
  • Last Name
  • Email
  • Phone
  • Customer / Lead RecordID
  • Bill Address Addr1, Bill Address Addr2, Bill Address Addr3 - Note the address is broken into three different fields for each line. 
  • Bill Address City
  • Bill Address Country
  • Bill Address Postal Code - Also stores the zip code.
  • Bill Address State
  • Created Date

Fields Available in Zapier when a New Activity is Created in Method

  • Entity Name -  The unique name of the customer, lead, or vendor in QuickBooks.
  • Activity RecordID
  • Activity Status
  • Activity Type
  • Assigned To
  • Comments
  • Contact RecordID
  • Activity Created Date 
  • End Date & Time
  • Start Date & Time
  • Opportunity RecordID

Fields Available in Zapier when a New Opportunity is Created in Method

  • Opportunity Name
  • Amount
  • Opportunity RecordID
  • Assigned To
  • Close Date
  • Contact RecordID
  • Description
  • Opportunity Stage
  • Opportunity Type

Fields Available in Zapier when a New Contact is Created in Method

  • Name - Name of the contact
  • First Name
  • Last Name
  • Company Name
  • Entity Name
  • Phone
  • Email
  • ID - RecordID of the contact

Fields Available in Zapier when a New Vendor is Created in Method

  • FirstName
  • LastName
  • Name - Unique name found in QuickBooks
  • CompanyName
  • ID - RecordID of the vendor in Method
  • Phone
  • Email
  • CreatedDated
  • VendorAddressAddr1
  • VendorAddressAddr2
  • VendorAddressAddr3
  • VendorAddressCity
  • VendorAddressState
  • VendorAddressCountry
  • VendorAddressPostalCode
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