Less Annoying CRM + TidyCal

Create new contacts in Less Annoying CRM for new bookings in TidyCal

Every time a new booking is made in TidyCal, this workflow ensures a corresponding contact is created in Less Annoying CRM. Maintain a streamlined database and save time on manual data entry by letting the connection between TidyCal and Less Annoying CRM handle the task. Enhance your customer relationship management effortlessly with this automated process.

When this happens...
New Booking
Triggers when a booking is created.
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
Try It
Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
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New Contact
Triggers when a contact is added.
Trigger
Polling
Try It
- TeamRequired
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
- 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 Booking
Triggers when a booking is created.
Trigger
Polling
Try It
New Booking Type
Lists the booking types.
Trigger
Polling
Try It
New Team
Lists the teams.
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
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
- 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