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 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 https //www method me/contact us/ 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, https //method me app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/method community/ click the install button follow the on screen instructions to complete the setup connect method and {{product name}} to get started, you must first create a connection between method and {{product name}} , 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 {{product name}} https //www make com/en/register , add the method module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page method modules after connecting to the method app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a table record adds a new entry to a selected table, allowing you to store fresh data in your database delete a file permanently removes a selected file from your storage, ensuring it is no longer accessible or recoverable delete a table record permanently removes a specific record from an existing table download a file retrieves and downloads a file directly from the source you specify, making it easy to access and use the file in your workflow get a file url generates a direct link that allows you to download a specific file get a table record fetches a specific record from a selected table, allowing you to access detailed information stored in that entry get a table record count fetches and displays the total number of records currently stored in a specific table list files fetches and displays a list of files from your selected source, allowing you to view and work with all available files in one place list table records fetches and displays a list of records from a selected table, allowing you to view multiple entries at once make an api call allows you to make a custom api request to the service using your own parameters and authorization, giving you flexibility to access any available endpoint sync a table record synchronizes a specific record from your table with your quickbooks or xero account, ensuring your financial data stays up to date across both platforms update a file link details updates the information or settings associated with a specific file link, such as its name, access permissions, or expiration date update a table record updates the details of an existing record in a specified table within your database upload a file uploads a file directly to a chosen record, allowing you to attach documents or images to that specific entry watch files triggers whenever new files are uploaded or created in the specified location, allowing you to automatically start workflows as soon as fresh files appear templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} method resources you can have access to more resources related to this app on the following links https //community make com/search?q=method https //method me https //help method me/en/ https //developer method me/ https //www make com/en/integrations/method community