Method CRM API

15 endpoints for Method CRM, each at its own method and path, called with your API key. Open an endpoint for its inputs, examples and response.

Base URL: https://cotlet.dev/api/v1/method-crm
Connects with: Your own Method CRM user on your QuickBooks-connected account. What your agent can do follows your Method permissions. You sign in in your own browser and keep your own sign-in checks.
Integration page: Method CRM

Read (7)

Return data and change nothing in the account.

Method CRM Endpoints: Read
Endpoint	Description
GET /customers	List customers and leads from Customers & Leads.
GET /contacts/{contact_id}/customer	Get one contact with its addresses and activities.
GET /estimates	List estimates, newest first.
GET /estimates/{estimate_id}	Get one estimate with its lines, deposit and acceptance.
GET /invoices	List invoices, newest first.
GET /invoices/{invoice_id}	Get one invoice with its lines and balance.
GET /activities	List activities from the Activities List.

Change the account. Calls marked Confirm wait for the user to approve them.

Method CRM Endpoints: Write
Endpoint	Description
POST /leads	Create a lead in Customers & Leads.
POST /contacts/{contact_id}/lead-to-customer/convert Confirm	Convert a lead to a customer.
POST /contacts/{contact_id}/estimates Confirm	Create an estimate for a customer or lead.
POST /estimates/{estimate_id} Confirm	Email the customer a portal link to an estimate.
POST /estimates/{estimate_id}/to-invoice/convert Confirm	Create an invoice from an estimate.
POST /invoices/{invoice_id} Confirm	Email the customer a portal link to an invoice.
POST /customers/{customer_id}/payment/receive Confirm	Record a payment against a customer's invoices.
POST /contacts/{contact_id}/activities	Create an activity on a contact.