Method CRM API: Watch Files, Create a Table Record

About this integration

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

There are 1 trigger, 5 search modules and 9 actions available. The integration connects via basic authentication.

How to connect

The credential form asks for API Key.

Prefer the interactive builder form? Open it on the app page.

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

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Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Method to WEXTL®

Field	Type	Help
API KeyRequired	password	Generate an API key for your account on Method website.

Use it in workflow automation

Start with Watch Files, then add Create a Table Record.

The canvas below runs Watch Files into Create a Table Record — watch the video, then drop a node onto the canvas.

Select the Watch Files trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Update a File Link Details as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 10 ready-made modules for CRM work — each run logs its inputs and outputs for debugging.

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Method workflow on the canvas: Watch Files then Update a File Link Details

Triggers, searches and actions

Open any Method trigger, search, or action to see its inputs and outputs — 1 trigger, 5 searchs, 9 actions.