Less Annoying CRM + Square

Create contacts in Less Annoying CRM for new customers in Square

Effortlessly keep your contacts up to date with this convenient workflow. When a new customer is added in Square, their information will be seamlessly transferred to create a contact in Less Annoying CRM. Stay organized by ensuring all customer data is available in one place, increasing efficiency and improving customer relationship management.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write

- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write

- Help Text
- LocationRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference ID
Action
Search
- Field Help
- Text Filter
- Location
Action
Search
- Field Help
- Email Address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or 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
- 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

- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- Currency

Less Annoying CRM + Square

Create contacts in Less Annoying CRM for new customers in Square

Supported triggers and actions

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

New Contact

Group Membership Addition

Create Contact

Edit Contact

Create Group Membership

Create Task

Find Contact

Find or Create Contact

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order