Method Community

Hi sp9001, It is the same as creating a payment via actions/UI. You can either just insert a ReceivePayment record and set IsAutoApply = true or if you want to assign a specific invoice, insert ReceivePayment with IsAutoApply=false and ReceivePaymentAppliedtoTxn that references the specific transaction. Today our API actions ...

Thanks for the additional information. We don't have a specific URL that might help you achieve this but here is a workaround that you could try: Create a field on the Contacts table called "ContactURL". Have a AppRoutine that populates a MiURL into ContactURL if it is empty, using the Create Short Method URL action. On the ...

Hi thom, Can you please provide additional information on what are you trying to achieve? What is the use case scenario? The reason I am asking is to better understand the requirement so that I can guide you better. Regards, Inder

Yes, you are correct. There is a POST example in the documentation. If you are planning on testing it you can test it by creating a Customer and adding a Customer/Entity table as an example. 

Hi, Can you please send me the header of your request over the email you that I can review and assist you with that? Regards, Inder

There is no such specific endpoint for TechTime. In my above reply, I mentioned that you have to look at the base table of that screen and then decide what you want to parse into those tables.  Here is a link to our documentation that covers some examples from basic tables, you could use your own custom table and parse the data of your ...

Hi Indunil, I have replied to you over the email as well but adding here for everyone. I was able to review the account and found the necessary information. All the screens in Method are based on a table. In this scenario, the Techtime screen is based on techTime table which you can find under Customize -> ...

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 ...

Hi sp9001, If you are inserting a transaction header, the number of children you can insert is 50. After that, you just have to do single record inserts for the remaining line items. I am going to log a new feature request for our development team to allow more than 50 line items.  Hope this helps! Best Regards, Inder

In addition to what I mentioned above, you could also make another call to grab the rate of the items. You would have to make two separate calls, 1. Call to get the item rate. 2. Call to add the line item with that rate. Then, you can use them on the InvoiceLineItems.  Hope this helps!