Integrations Less Annoying CRM planso
Less Annoying CRM + planso

Connect Less Annoying CRM and planso to Build Intelligent Automations

Choose a Trigger

Less Annoying CRM

When this happens...

Choose an Action

planso

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Enable Integrations or automations with these events of Less Annoying CRM and planso

Enable Integrations or automations with these events of Less Annoying CRM and planso

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Company

New Company

Triggers when a new company is created.

New File

New File

Triggers when new file is attach to an contact.

New Note

New Note

Triggers when a new note is attach to a contact.

New Event

New Event

Triggers when a new event is created.

New Task

New Task

Triggers when a new task is created.

Request a new Trigger for Less Annoying CRM

Actions

List All Contacts

List All Contacts

Retrieves the list of all contacts

List All Notes

List All Notes

Retrieves the list of all notes

List All Teams

List All Teams

Retrieves the list of all teams

Create Contact

Create Contact

This action lets you create a Contact or Company.

Create Contact Note

Create Contact Note

This action creates a new note on a Contact.

Create Group Membership

Create Group Membership

This action Creates a New group Membership.

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Frequently Asked Questions

How do I start an integration between Less Annoying CRM and planso?

To start, connect both your Less Annoying CRM and planso accounts to viaSocket. Once connected, you can set up a workflow where an event in Less Annoying CRM triggers actions in planso (or vice versa).

Can we customize how data from Less Annoying CRM is recorded in planso?

Absolutely. You can customize how Less Annoying CRM data is recorded in planso. This includes choosing which data fields go into which fields of planso, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Less Annoying CRM and planso?

The data sync between Less Annoying CRM and planso typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Less Annoying CRM to planso?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Less Annoying CRM and planso?

Yes, you can set conditional logic to control the flow of data between Less Annoying CRM and planso. 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

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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planso

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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