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I am integrating Method CRM with ShipStation so we can search for sales order information within shipstation. However, when I create the Zap, I am only seeing Customer fields (Client, Opportunity, Activity). Has anyone setup a Zap integration to allow the Method Trigger to be a “New Sales Order”?

Hi ​@Befield66,

 

Welcome to the Community.

Zapier notes that the Method CRM integration may not directly support a "New Sales Order" trigger. They suggest checking for updates, using an alternative trigger like "New Activity" with filters, or exploring a custom integration via Method CRM's API and Zapier Webhooks. For future updates, you can also submit a feature request through the Zapier support section.

I hope this helps. If you have any other questions or need further clarification, please don't hesitate to ask.

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