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Method Zapier - Trigger Events

A list of Method triggers available in Zapier

Updated over a year ago

Here are the ways Method can trigger a zap in Zapier:

  • New Activity: Triggers when a new activity is added to Method.

  • New Contact: Triggers when a new contact is added to Method.

  • New Customer or Customer Lead (QuickBooks Only): Triggers when a new customer or customer lead is added to Method connected to a QuickBooks account.

  • New Customer/Vendor or Customer/Vendor Lead (Xero Only): Triggers when a new customer/vendor or customer/vendor lead is added to Method connected to a Xero account.

  • New Opportunity: Triggers when a new opportunity is added to Method.

  • New Vendor: Triggers when a new Vendor is added to Method connected to a QuickBooks account.

All fields from the record that triggered the event will be available to use in later steps.

NOTE: When pulling in sample data to test your connection, it will only pull in records that were created in the last 60 minutes. Please create a test record before pulling in a sample.

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