All integrationsCRM & Contacts

Less Annoying CRM

Keep Less Annoying CRM up to date from your workflows: create, find, update and delete contacts and companies, log notes, schedule tasks and calendar events, move contacts through pipelines and sort them into groups.

actions
21

Actions

Steps a workflow can run in Less Annoying CRM.

  • List usersList the users of the CRM with their ids and time zones. Admins see every user; others see those whose contacts or calendars they can see.
  • Create contactAdd a person to Less Annoying CRM with their email addresses, phone numbers, job, address and custom fields. Naming a company links them to it, creating the company if it is new.
  • Create companyAdd a company to Less Annoying CRM with its email addresses, phone numbers, address and custom fields. Company names must be unique in the CRM.
  • Get contactRead one contact or company: name, email addresses, phone numbers, company, address, background info and custom fields.
  • Search contactsFind contacts and companies by any text on them (name, email, phone...), owner or group, or with LACRM's advanced filters. Matching is loose and sorted by relevance; with no search terms it lists every record.
  • Update contactChange a contact or company. Only the fields you fill in are changed; email addresses, phone numbers, websites and the address replace the ones on the record.
  • Delete contactDelete a contact or company from Less Annoying CRM.
  • Create noteAdd a note to a contact's or company's history. Notes are plain text; line breaks are kept.
  • List notesList notes, newest first, for one contact or across the CRM, filtered by who wrote them and when.
  • Create taskAdd a task for a day, optionally attached to a contact and assigned to a user. Tasks have a date but no time.
  • Update taskChange a task, mark it complete or incomplete, or detach it from its contact. Only the fields you fill in are changed.
  • List tasksList tasks due between two dates (a year either side of today unless you say), for one contact or across the CRM, complete, incomplete or both.
  • Create eventPut an event on your Less Annoying CRM calendar, with contacts and users as attendees. The time zone of the start time becomes the event's.
  • List eventsList calendar events between two times, or every event of one contact (which ignores the other filters).
  • List pipelinesList the pipelines (leads, deals and the like) with their statuses in order, and optionally their custom fields.
  • Add to pipelinePut a contact or company into a pipeline at a status, with an optional note and the pipeline's custom fields.
  • Update pipeline itemMove a pipeline item to another status of its pipeline, add a note to it, or change its custom fields.
  • List pipeline itemsList the contacts in one pipeline with their statuses. Only items in active statuses are listed unless you pick statuses or include closed ones.
  • List groupsList the contact groups you can see, with their ids.
  • Create groupCreate a contact group, private to you or shared with everyone. Group names must be unique.
  • Add contact to groupAdd a contact or company to one of your groups.

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