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Method

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

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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 →

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