Method icon

Method

CRM platform built for QuickBooks users to manage customers, activities, and sales pipelines.

1 trigger5 searches9 actionsPollingAuth: API key

AI-assisted documentation5 min read

This documentation is compiled from our integration source code, internal specs for Method, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Method on WEXTL →

Method requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]

  1. Log in to your WEXTL account, add the Method node module to your workflow, and click Create new credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Method account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Connecting Method to WEXTL®
Video slide demonstrates how to integrate Method in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Watch FilesTrigger
Output fields[3]
FieldType
IDtext
Filenametext
File extensiontext
Sizenumber
Created bytext
Modified bytext
Created datedate
Last modified datedate
Tenant IDnumber
Get a File URLAction
Input fields[3]
FieldType
File IDRequired
choice
Output fields[3]
FieldType
File URLurl
Get a Table RecordAction
Input fields[3]
FieldType
TableRequired
text
Record IDRequired
number
Query Parameterstext
Expandtext
Output fields[3]
FieldType
Record IDnumber
Emailemail
First nametext
Is opt out of billingboolean
Is opt out of marketingboolean
Last nametext
Nametext
Notetext
Phonetext
Portal passwordtext
Portal user nametext
Special typetext
Titletext
Mobiletext
Face book user nametext
Linked in public user nametext
Twitter user nametext
Websiteurl
Alt phonetext
Pagertext
17other output fields
Get a Table Record CountAction
Input fields[3]
FieldType
TableRequired
text
Filtertext
Output fields[3]
FieldType
Records Countnumber
List FilesSearch
Input fields[3]
FieldType
Record IDRequired
number
Tabletext
Limitnumber
Output fields[3]
FieldType
IDtext
Filenametext
File extensiontext
Sizenumber
Created bytext
Modified bytext
Created datedate
Last modified datedate
Tenant IDnumber
List Table RecordsSearch
Input fields[3]
FieldType
TableRequired
text
Selecttext
Filtertext
Limitnumber
Output fields[3]
FieldType
Record IDnumber
First nametext
Last nametext
Phonetext
Emailemail
Create a Table RecordAction
Input fields[3]
FieldType
TableRequired
text
Record IDRequired
number
Fields to UpdateRequired
array
Key NameRequired
text
Valuetext
Output fields[3]
FieldType
Record IDnumber
Delete a FileAction
Input fields[3]
FieldType
File IDRequired
choice
Delete a Table RecordAction
Input fields[3]
FieldType
TableRequired
text
Record IDRequired
number
Download a FileAction
Input fields[3]
FieldType
File IDRequired
choice
Output fields[3]
FieldType
File Datatext
Make an API Calluniversal
Input fields[3]
FieldType
URLRequired
text
MethodRequired
choice
Headersarray
Headerobject
Query Stringarray
Parameterobject
Bodytext
Output fields[3]
FieldType
Bodytext
Headersobject
Status codenumber
Sync a Table RecordAction
Input fields[3]
FieldType
TableRequired
text
Record IDRequired
number
Query Parameterstext
Expandtext
Output fields[3]
FieldType
Errorsobject
Typetext
Titletext
Statusnumber
Detailtext
Trace IDtext
Update a File Link DetailsAction
Input fields[3]
FieldType
File IDRequired
choice
Record IDRequired
number
TableRequired
text
Attach To Emailboolean
Output fields[3]
FieldType
Errorsobject
Typetext
Titletext
Statusnumber
Detailtext
Trace IDtext
Update a Table RecordAction
Input fields[3]
FieldType
TableRequired
text
Record IDRequired
number
Fields to UpdateRequired
array
Key NameRequired
text
Valuetext
Output fields[3]
FieldType
Errorsobject
Typetext
Titletext
Statusnumber
Detailtext
Trace IDtext
Upload a FileAction
Input fields[3]
FieldType
Record IDRequired
number
File DataRequired
text
File NameRequired
text
Tabletext
Attach To Emailboolean
Output fields[3]
FieldType
IDtext
Filenametext
File extensiontext
Sizenumber
Created bytext
Modified bytext
Created datedate
Last modified datedate
Tenant IDnumber

Look for Method templates in the WEXTL template library.

Browse templates →
  1. WEXTL® Method Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Method.
  4. WEXTL® visual workflow builder data.

Last updated: Jul 24, 2026 18:12