Integrations Less Annoying CRM wheelbase
Less Annoying CRM + wheelbase

Connect Less Annoying CRM and wheelbase to Build Intelligent Automations

Choose a Trigger

Less Annoying CRM

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Choose an Action

wheelbase

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

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

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.

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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 wheelbase?

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

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

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

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

The data sync between Less Annoying CRM and wheelbase 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 wheelbase?

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 wheelbase?

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

About wheelbase

All-in-one rentals suite that combines rental management software with $1M in insurance coverage.

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