Less Annoying CRM + SignWell

Create contact notes in Less Annoying CRM when new documents are completed in SignWell

Save time and streamline your workflows when a document is finalized in SignWell. This integration automatically transfers the data to the Less Annoying CRM, creating a contact note for easy tracking and organization. You can focus on what matters most to your business, knowing your customer relationships are being managed effectively.

Save time and streamline your workflows when a document is finalized in SignWell. This integration automatically transfers the data to the Less Annoying CRM, creating a contact note for easy tracking and organization. You can focus on what matters most to your business, knowing your customer relationships are being managed effectively.

  1. When this happens...
    SignWellSignWell
    Document Completed

    Triggers when a document has been completed.

    TriggerInstant
  2. automatically do this!
    Less Annoying CRMLess Annoying CRM
    Create Contact Note

    Adds a note to a contact.

    ActionWrite
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Supported triggers and actions

    • Template

    • Response Format

    Trigger
    Instant
    Try It
    • Document TemplateRequired

    • Test Mode

    • From

    • CC Completed Document

    • Subject

    • Message

    • Response Format

    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
less-annoying-crm logo
less-annoying-crm logo

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

Related categories

  • CRM (Customer Relationship Management)

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signwell logo

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.
Learn more

Related categories

  • Signatures