When a zap triggers, you can set it to do a number of Method Actions in Zapier.
When you click on the dropdown to Choose an event, there will be two types of actions Method you can do:
Create Actions - Actions that will create a record within in your Method account.
Search Actions - Actions that will search for and return a record (if it exists) from your Method account.
This article will detail the search actions and list out the information each action expects in order to successfully complete.
For a look at Method's Zapier Create actions, please see our article Method Zapier - list of Create Actions.
Method Search Actions
These actions are used to search for records in Method:
Find (or Create) Contact: Finds an existing contact by email or the entity's full name. You can also search using a custom field. If a contact isn't found, you can choose to create one.
Find (or Create) Customer or Customer Lead: Finds an existing customer or customer lead by the full name or the email. You can also search using a custom field. If none are found, you can choose to create one.
Find (or Create) Customer/Vendor or Customer/Vendor Lead (Xero Only): Same as the previous except it's for use with Xero.
Find Vendor: Finds an existing vendor by full name or email. You can also search using a custom field.
If the record is found, it will return information which can be used in later actions. For example, if you need to create an opportunity, you are required to have the contact's Record ID. If you have an email, you can first search Method to get the contact's Record ID.
Note that in the case of multiple results, the first result found will be selected.
Find a Contact via Zapier
To find a contact, you first need specify how to search for them by the Field dropdown:
Email - Search by using the email.
Contact Name - Search by using the contact's name.
Entity Full Name - Search by using the unique name found in QuickBooks.
Use a Custom Value (advanced) - If you know the field you wish to search through, you can specify it here. The field name must be spelled exactly as found within Method.
Once you specified how you wish to search, you then enter the information into the Value dropdown. This will vary depending on the trigger chosen, since the options for the value is data pulled from the trigger.
The below example searches for a contact in Method via Email and, for its Value, we chose the From Email from the Gmail trigger. Note, the bobcrenshawsemail@gmail.com is only an example and is not the actual email used to do the search.
If found, all Method fields from the contact will be available for use in later actions.
If a contact is not found, then you have the option to create one by checking Create Method CRM Contact if it doesn't exist yet.
This contact, however, must be added to an already existing customer or vendor. When creating a contact this way, you will need to provide the following information using data pulled from the trigger.
First Name (required)
Last Name
Entity Full Name (required) - This is the unique name of the customer or vendor.
Email
Phone
Custom Fields
Find a Customer or Lead via Zapier
To find a customer or lead, you first need specify how to search for them by the Field dropdown:
Email - Search by using the email.
Entity Full Name - Search by using the unique name found in QuickBooks.
Use a Custom Value (advanced) - If you know the field you wish to search through, you can specify it here. The field name must be spelled exactly as found within Method.
After you specify how you wish to search, you enter the information into the Value dropdown. This will vary depending on the trigger chosen, since the options for the value is data pulled from the trigger.
The below example searches for a customer or lead in Method via Email and, for its Value, we chose the From Email from the Gmail trigger. Note, the bobcrenshawsemail@gmail.com is only an example and is not the actual email used to do the search.
If the customer or lead is found, all Method fields from the customer are available for use in later actions.
If nothing is found, then you have the option to create one by checking Create Method CRM Customer if it doesn't exist yet.
When creating a customer or lead this way, you will need to provide the following information using data pulled from the trigger.
First Name (required)
Last Name
Name (required) - The unique name which will be shown in QuickBooks
Company Name
Phone
Email
CreatedDated
Billing Address Line 1
Billing Address Line 2
Billing Address Line 3
Billing City
Billing State/Province
Billing Country
Billing Postal Code - Or Zip Code
Is Customer Lead?
Custom Fields
Find a Customer/Vendor or Customer/Vendor Lead (Xero Only)
This event is very similar to the Find a Customer or Customer Lead in the previous section, except it's only for use with those whose Method account is connected Xero.
Finding a Vendor via Zapier
To find a vendor, you first need specify how to search for them by the Field dropdown:
Email - Search by using the email.
Entity Full Name - Search by using the unique name found in QuickBooks.
Use a Custom Value (advanced) - If you know the field you wish to search through, you can specify it here. The field name must be spelled exactly as found within Method.
After you specify how you wish to search, you enter the information into the Value dropdown. This will vary depending on the trigger chosen, since the options for the value is data pulled from the trigger.
The below example searches for a vendor in Method via Email and, for its Value, we chose the From Email from the Gmail trigger. Note, the bobcrenshawsemail@gmail.com is only an example and is not the actual email used to do the search.
Once you specified how you wish to search, you then enter the information into the Value dropdown. The below example searches for a vendor using an email address provided from a Gmail trigger.
If the vendor is found, all Method fields from the vendor are available for use in later actions.