Connect Signwell and Less Annoying CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
List All Contacts
List All Notes
List All Teams
Create Contact
Create Contact Note
Create Group Membership
Create Pipeline Item
Create Task
Delete Group Membership
Update Contact
Ready to use Signwell and Less Annoying CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
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.
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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.
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Frequently Asked Questions
To start, connect both your Signwell and Less Annoying CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Less Annoying CRM (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Less Annoying CRM. This includes choosing which data fields go into which fields of Less Annoying CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Less Annoying CRM 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 Signwell and Less Annoying CRM. 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 Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreAbout 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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