Send text messages to newly created leads

When a new lead is created in Method, automatically send a welcome SMS via Posh to establish immediate contact.

Try:

See all Method + Posh integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Method Explore Method →

Triggers

New contact or lead

Fires when a new contact or lead is added to Method.

Contact updated

Fires when a field on a contact changes in Method.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Method.

Deal won

Fires when a deal is marked won in Method.

Actions

Create or update contact

Creates or updates a contact in Method.

Create deal

Creates a new deal in Method.

Update record stage

Moves a deal or record to a new stage in Method.

Log activity

Logs a call, email, or note against a record in Method.

Posh Explore Posh →

Triggers

New inbound SMS

Fires when a new text message is received in Posh.

New call

Fires when a new call comes in or out through Posh.

Missed call

Fires when a call is missed in Posh.

Call recording ready

Fires when a call recording finishes processing in Posh.

Actions

Send an SMS or MMS

Sends a text message through Posh.

Place an outbound call

Starts an outbound call via Posh.

Create or update a contact

Creates or updates a contact in Posh.

Send a voice message

Sends a recorded voice message via Posh.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Posh, automatically log the activity on the contact's record in Method. See details

Dispatch text confirmations on won deals When a deal is won in Method, send an automated SMS via Posh to confirm details with the client. See details

See all Method + Posh integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Method and Posh?

Yes — describe it in the box above and Knit's Integrations Agent researches Method and Posh's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Method and Posh help track phone communications?

Inbound calls, text messages, and missed calls handled in Posh can automatically log activities or update lead profiles directly inside Method.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Method can prompt Posh to send an automated SMS confirmation or message to the client.