Jotform + Less Annoying CRM

Create Less Annoying CRM tasks from new Jotform submissions

Perfect for setting follow-up reminders, this template lets you automatically add a Jotform submission to Less Annoying CRM as a task. This can come in handy if you're using Jotform to manage client requests (e.g. "Contact us" forms) and want to keep everything in one place. Once set up, any time a new contact submits a Jotform, a task will automatically get added to your Less Annoying CRM account.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It

- ContactRequired
- Note
Action
Write
- Pipeline Item to updateRequired
- Status
- Note
Action
Write

- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact that item is attached toRequired
- Pipeline that item belongs toRequired
- Status that item is set to
Action
Search
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Search or write

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Record TypeRequired
- User to assign contact toRequired
Action
Write
- Contact to editRequired
- User to assign contact to
Action
Write
- ContactRequired
- GroupRequired
Action
Write
- NameRequired
- Due DateRequired
- Description
- User to assign task to (default: this user)
- Calendar to create task on (default: primary calendar)
- Contact to attach task to
Action
Write
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
Action
Search
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
- Record TypeRequired
- User to assign contact toRequired
Action
Search or write

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Jotform + Less Annoying CRM

Create Less Annoying CRM tasks from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Contact

Hook should trigger for actions taken by:Required

Pipeline Item Status Update

Hook should trigger for actions taken by:Required

Create Contact Note

ContactRequired

Note

Edit Pipeline Item

Pipeline Item to updateRequired

Status

Note

Create Pipeline Item

Contact to attach item toRequired

PipelineRequired

StatusRequired

Note

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Pipeline Item

Contact that item is attached toRequired

Pipeline that item belongs toRequired

Status that item is set to

Find or Create Pipeline Item

Contact to attach item toRequired

PipelineRequired

StatusRequired

Note

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Group Membership Addition

Hook should trigger for actions taken by:Required

Create Contact

Record TypeRequired

User to assign contact toRequired

Edit Contact

Contact to editRequired

User to assign contact to

Create Group Membership

ContactRequired

GroupRequired

Create Task

NameRequired

Due DateRequired

Description

User to assign task to (default: this user)

Calendar to create task on (default: primary calendar)

Contact to attach task to

Find Contact