--- title: Method by Maxmel Tech slug: method-c4ed6c description: How to integrate Method with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_method-community.png docTags: createdAt: 2025-12-02T06:50:12.506Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/method-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | 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. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :::hint{type="warning"} 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](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, [create your account on Method.](https://method.me) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/method-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **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. ::::WorkflowBlock :::WorkflowBlockItem Login to your account on the Method platform. ::: :::WorkflowBlockItem Navigate to the Method Dashboard. ::: :::WorkflowBlockItem Locate the section where your team’s Secret API keys are displayed. These keys have the prefix sk\_. ::: :::WorkflowBlockItem Copy your team’s Secret API key. ::: :::: ## Bearer Token Instructions You need to retrieve your team's Secret API key. ::::WorkflowBlock :::WorkflowBlockItem Log in to the Method Dashboard using your credentials. ::: :::WorkflowBlockItem Navigate to the section where API keys are managed for your team. ::: :::WorkflowBlockItem Locate your team's Secret API key, which has the prefix sk\_. ::: :::: :::hint{type="info"} 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 :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Method module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Method modules After connecting to the Method app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Table Record Adds a new entry to a selected table, allowing you to store fresh data in your database. ::: :::ExpandableHeading ### Delete a File Permanently removes a selected file from your storage, ensuring it is no longer accessible or recoverable. ::: :::ExpandableHeading ### Delete a Table Record Permanently removes a specific record from an existing table. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get a File URL Generates a direct link that allows you to download a specific file. ::: :::ExpandableHeading ### Get a Table Record Fetches a specific record from a selected table, allowing you to access detailed information stored in that entry. ::: :::ExpandableHeading ### Get a Table Record Count Fetches and displays the total number of records currently stored in a specific table. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### List Table Records Fetches and displays a list of records from a selected table, allowing you to view multiple entries at once. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update a Table Record Updates the details of an existing record in a specified table within your database. ::: :::ExpandableHeading ### Upload a File Uploads a file directly to a chosen record, allowing you to attach documents or images to that specific entry. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), 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 : - [Method topics on Make community](https://community.make.com/search?q=Method) - [Method website](https://method.me) - [Method documentation](https://help.method.me/en/) - [Method API documentation](https://developer.method.me/) - [Method page on make](https://www.make.com/en/integrations/method-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::