Method by Maxmel Tech
  | Method:CRM is a customizable customer relationship management platform for QuickBooks users, enabling contact management, sales automation, and workflow automation. Integrating Method:CRM with Make.com allows users to automate lead capture, sync contacts, and trigger QuickBooks transactions. |
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This is AI-generated content based on official Method documentation. The content may still contain errors—please verify important information. If you have questions, contact Method directly.
How to get support on Method
Method is a community-developed application and is subjected to the developer's terms and conditions, which may include applicable fees. Make does not maintain or support this integration. For assistance, please https://f.make.com/r/reachout?app_name=Method&app_slug=method-community&app_unique_id=method-c4ed6c.
Requirements
To use the Method app in Make, you must have an active account with admin permissions to create an API key, create your account on Method.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Method and Make
To get started, you must first create a connection between Method and Make, allowing the two services to communicate.
You can connect using the following method: API Key,Bearer Token.
API Key Instructions
You need to retrieve your team's Secret API key.
Login to your account on the Method platform.
Navigate to the Method Dashboard.
Locate the section where your team’s Secret API keys are displayed. These keys have the prefix sk_.
Copy your team’s Secret API key.
Bearer Token Instructions
You need to retrieve your team's Secret API key.
Log in to the Method Dashboard using your credentials.
Navigate to the section where API keys are managed for your team.
Locate your team's Secret API key, which has the prefix sk_.
Some community developers require an additional specific API Key. Retrieve the required API key from the community developer's dashboard, generally found under Settings/API. For more info, please https://f.make.com/r/reachout?app_name=Method&app_slug=method-community&app_unique_id=method-c4ed6c.
Create the connection in Make
Log in in your Make account, add the Method module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: in the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Method account or follow the on-screen instructions to create the connection. You must also enter any required third-party API keys obtained earlier.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Method modules
After connecting to the Method app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Method resources
You can have access to more resources related to this app on the following links :