Less Annoying CRM + Paperbell

Create tasks in Less Annoying CRM for new clients in Paperbell

Every time a new client is added on Paperbell, this workflow will ensure a corresponding task is generated in Less Annoying CRM. This process noticeably enhances your efficiency, allowing you to focus more on nurturing client relationships than managing data across platforms. Use this integration to streamline your project management and remain on top of every client interaction.

When this happens...
New Client
Triggers when a new client is added to your account.
TriggerPolling
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is added to your account.
Trigger
Polling
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- FormRequired
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It

- Record TypeRequired
- User to assign contact toRequired
Action
Write
- ContactRequired
- GroupRequired
Action
Write

- Pipeline Item to updateRequired
- Status
- Note
Action
Write
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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

New Client
Triggers when a new client is added to your account.
Trigger
Polling
Try It
New Purchase
Triggers when a new purchase is made.
Trigger
Polling
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- 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
- 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