Integrations Less Annoying CRM playbook
Less Annoying CRM + playbook

Connect Less Annoying CRM and playbook to Build Intelligent Automations

Choose a Trigger

Less Annoying CRM

When this happens...

Choose an Action

playbook

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

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

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 playbook?

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

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

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

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

The data sync between Less Annoying CRM and playbook 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 playbook?

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 playbook?

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

About playbook

Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.

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