Method by Maxmel Tech

method\ crm is a customizable customer relationship management platform designed for quickbooks users to manage leads, sales, and workflows integrating with make com enables automated data syncing and process streamlining between method\ crm and other business tools limited documentation we currently can't provide complete documentation for method because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from method and public sources to create detailed guides about 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 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 method modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a table record adds a new record to your selected table delete a file permanently removes a selected file from your storage delete a table record deletes a specific record from an existing table download a file downloads a file from the location you choose, saving it to your device get a file url generates a direct link for you to download a specific file get a table record fetches a specific record from a selected table get a table record count gets the total number of records in a selected table list files fetches a list of files from your selected source, so you can see and use them in your workflow list table records fetches and displays a list of records from your selected table make an api call allows you to make a custom api request to the service using your own parameters and authorization sync a table record synchronizes a record from your table with your quickbooks or xero account, ensuring your financial data stays up to date update a file link details updates the information or settings for an existing file link update a table record updates an existing record in your selected database table with new information upload a file uploads a file directly to a specific record you choose watch files this module notifies you whenever new files are uploaded or added to your selected location 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 //startintegrate com/apps/crm sales/method c4ed6c https //www make com/en/hq/app invitation/5f392fa706747c6aa4625d7bc2c91721 https //www make com/en/integrations/method community help us improve this documentation have experience with method? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=method\&app slug=method community\&app unique id=method c4ed6c sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone