Less Annoying CRM + Microsoft SharePoint

Add new Less Annoying CRM memberships to Microsoft SharePoint as list items

When a new member is added to a group in your Less Annoying CRM, this workflow ensures that a corresponding list item is immediately created in your Microsoft SharePoint. This saves time and reduces manual data handling, streamlining your process for more efficient team collaboration within SharePoint. Enjoy the ease of automated information transfer between your CRM and SharePoint.

When this happens...
Group Membership Addition
Triggers when a contact is added to a group.
TriggerInstant
automatically do this!
Create List Item
Creates a new item on a list.
ActionWrite

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Supported triggers and actions

- 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
- Site
Trigger
Polling
Try It
- Site
- ListRequired
Trigger
Polling
Try It
- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- FilterRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- ListRequired
- IdRequired
- E Tag
Action
Write
- Site
- ListRequired
Action
Write
- Info
- FileRequired
- FolderRequired
- Overwrite
Action
Write
- Site
- ListRequired
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- ListRequired
Action
Search
- Site
Action
Search

- 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
- 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
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- SiteRequired
- ListRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination siteRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- SharePoint URLRequired
- Allow editing
Action
Write
- Site
- Parent folderRequired
- Folder nameRequired
Action
Write
- Site
- Template
- List's nameRequired
- Description
Action
Write
- SiteRequired
- PageRequired
Action
Write
- Site
- FolderRequired
- File's nameRequired
- Should we overwrite the file?
- New FileRequired
Action
Write
- Site
- FolderRequired
- NameRequired
Action
Search
- Site
- FolderRequired
- Include detailed metadata
Action
Search

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)

Similar apps

Zapier Interfaces

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

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Less Annoying CRM + Microsoft SharePoint

Add new Less Annoying CRM memberships to Microsoft SharePoint as list items

New Contact

Group Membership Addition

Create Contact

Delete Group Membership

Edit Pipeline Item

Create Pipeline Item

API Request (Beta)

Find Pipeline Item

Find or Create Pipeline Item

New List

New List Item

New or Updated Folder

New or Updated List

Copy File or Folder (Within Site)

Delete List Item

Create List Item

Move File

Update List Item

API Request (Beta)

Find List Item

Get Site Information

Form Submission

Pipeline Item Status Update

Create Contact Note

Edit Contact

Create Group Membership

Create Task

Find Contact

Find or Create Contact

New File in Folder

New File in Subfolders

New or Updated File

Updated List Item

Copy File or Folder (Across Sites)

Create Anonymous Sharing Link

Create Folder

Create a list

Publish Page

Upload a File

Find File

Get Folder Contents

About Less Annoying CRM

Related categories

Similar apps

Zapier Interfaces

About Microsoft SharePoint

Related categories