Re: Method Zapier issue

Method_Inderdeep — Tue, 09 May 2023 17:20:14 GMT

Hi Siccups.

Thanks for reaching out to Method Community!

It sounds like you're experiencing an issue with creating an opportunity via the Method API/Zapier, specifically regarding a required field "Customer".

There is a help center article that provides guidance on how to create an opportunity using Zapier in Method CRM, which includes information on how to correctly set the customer field. I would recommend reviewing this article and following the steps outlined there to ensure that you are correctly mapping all required fields, including the customer field.

Regards,

Inder

Method Zapier issue

siccups — Tue, 09 May 2023 14:11:54 GMT

I am attempting to create an Opportunity via the Method API/Zapier and we are receiving an error message about a required field Customer though there doesn't appear to be a place to add a customer to Opportunities.. I created a custom field in Zapier titled Customer and put the customers name in there but that does not work. Any help would be appreciated - I have reached out to Zapier support and they are trying to help - I reached out to Method support and they wouldn't help - said I had to pay for a developer to help?

Method:API Q&A

Re: Method Zapier issue

Method Zapier issue