Connect Less Annoying CRM and Pennylane to Build Intelligent Automations
Ready to use Less Annoying CRM and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Company
Triggers when a new company is created.
New File
Triggers when new file is attach to an contact.
New Note
Triggers when a new note is attach to a contact.
New Event
Triggers when a new event is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Less Annoying CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Notes
Retrieves the list of all notes
List All Teams
Retrieves the list of all teams
Create Contact
This action lets you create a Contact or Company.
Create Contact Note
This action creates a new note on a Contact.
Create Group Membership
This action Creates a New group Membership.
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Frequently Asked Questions
To start, connect both your Less Annoying CRM and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Less Annoying CRM triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Less Annoying CRM data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Less Annoying CRM and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Less Annoying CRM and Pennylane. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Less Annoying CRM
Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
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About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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