
When this happens...
New Contact
New Company
New File Is Added To Contact
Note Added
New Event Is Created
New Task Is Created

Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact appears
Runs when new company added
Runs when new file is added
Runs when contact note added
Runs when new event is created
Runs when new task is created
Action is the task that follows automatically within your Less Annoying CRM integrations.
Get all contacts and companies
Retrieve all notes
Get all teams in your account
Create a contact or company
Add note to contact/company
Add a contact to a group
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To start, connect both your Less Annoying CRM and Pinch Payments accounts to viaSocket. Once connected, you can set up a workflow where an event in Less Annoying CRM triggers actions in Pinch Payments (or vice versa).
Absolutely. You can customize how Less Annoying CRM data is recorded in Pinch Payments. This includes choosing which data fields go into which fields of Pinch Payments, setting up custom formats, and filtering out unwanted information.
The data sync between Less Annoying CRM and Pinch Payments 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 Pinch Payments. 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.
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.
Learn MorePinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn More