STEP 1
Select Method in workflow
Pick Method app in the workflow builder [4] - just one click to select the app.
Method Integration
CRM platform built for QuickBooks users to manage customers, activities, and sales pipelines. Keep Method contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Files fires, automatically continue with Get a File URL or Get a Table Record.
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Supported triggers and actions for Method integration
Triggers can detect changes in Method and run actions that can create, search or modify data inside Method automatically [3] — exactly how you set them.
- Watch FilesTriggers when new files are added.
- Get a File URLReturns a file download URL.
- Get a Table RecordRetrieves a table record.
- Get a Table Record CountRetrieves the record count of a table.
- List FilesRetrieves a list of files.
- List Table RecordsRetrieves a list of table records.
- Create a Table RecordCreates a new table record.
- Delete a FileDeletes an existing file.
- Delete a Table RecordDeletes an existing table record.
- Download a FileDownloads a file from the specified source.
- Make an API CallPerforms an arbitrary authorized API call.
- Sync a Table RecordSyncs a record in a table with QuickBooks or Xero.
- Update a File Link DetailsUpdates the details of a file link.
- Update a Table RecordUpdates a table record in the database.
- Upload a FileUploads a file to a specified record.
How to integrate Method in automation workflow?
3 simple steps to make your Method connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Method
When prompted, authorize access to Method in WEXTL once. Method credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Method account. Approve?
STEP 3
Build a workflow
Build your workflow with Method yourself or with WEXTL® AI Builder. Connect Method to any available integrations [5], or use HTTP node to go beyond them.
Method
How Method connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Method app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Method supports.
The following table illustrates what fields Method integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Method is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Generate an API key for your account on Method website. |
Connect Method to popular apps on WEXTL
Enter a name of the other app you want to sync with Method below. Click on selected app to explore integration options with Method. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Method integration
Select Watch Files trigger from Method - this will be a starting point in your automation. Whenever event happens in Method, workflow will start [7] from Watch Files node.
Search for Update a File Link Details, connect it as the next step of integration sequence. You can use filters between Watch Files and Update a File Link Details, so only important data pass from Watch Files to the next step. WEXTL gives you full control over the process of Method automation. All parts of workflow are visible on the canvas [4].
Method on WEXTL has 15 modules for combining crm automations. Explore Method documentation for more.
Video slide demonstrates how Watch Files and Update a File Link Details [6] nodes are used in Method workflow.
Frequently asked questions
Common questions about automating Method in your workflows.
Method has 1 trigger, including "Watch Files". Triggers are start points of the workflow, and automations may start from them.
Integration has 14 actions, including "Get a File URL", "Get a Table Record", and "Get a Table Record Count", and more. Refer to our Method Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Method integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Method official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Method provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Method or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Method inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Method modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Method integration.
- Method integration source code, module specs and credentials implementation.
- Internal Method integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Method vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Method App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation