Learn more about Less Annoying CRM’s triggers and actions in Zapier.
Not sure how to integrate with Zapier? Learn more about integrating Zapier with LACRM here.
A trigger is an event that starts your Zap. These events are specific things that you can do in LACRM:
- “New contact.” This event triggers when a new contact is created.
- “Group membership addition.” This event triggers when a contact is added to a group.
- “Pipeline item status update.” This event triggers when a new pipeline is added, or its status is updated.
Learn more about triggers in Zapier here.
An action is an event the your Zap performs after a trigger event. These events are specific actions taken after a trigger:
- “Create contact.” Results in a contact/company getting created in LACRM.
- “Create contact note.” Results in a note getting added to a contact/company in LACRM.
- “Edit contact.” Results in updating the fields on an existing contact/company in LACRM.
- “Edit pipeline item.” Results in updating the pipeline item attached to a contact/company in LACRM.
- “Create group membership.” Results in a contact/company getting added to a group in LACRM.
- “Create pipeline item.” Results in a pipeline item getting attached to a contact/company in LACRM.
- “Create task.” Results in a task getting created in LACRM.
- “Find Contact.” Searches your LACRM account for a specific contact/company based on matching name and/or email address.
- “Find Pipeline item.” Searches your LACRM account for a specific pipeline item based on matching pipeline name and pipeline status.
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