Integration
Connect DocuPipe to Less Annoying CRM
When something happens in DocuPipe, your agent does the next thing in Less Annoying CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want DocuPipe and Less Annoying CRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with DocuPipe and Less Annoying CRM
Triggers and actions 8 triggers ยท 25 actions
Trigger
Document ProcessedTriggers when a document finishes parsing and OCR is complete.
- Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
- Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
- Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
- Delete document
Removes a document from your DocuPipe account.
- Delete schema
Removes an extraction schema from your DocuPipe account.
- Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
- Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
- Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
- Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
- Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
- List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
- List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
- List schemas
Returns the extraction schemas in your DocuPipe account.
- Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
- Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.
Trigger
Contact DeletionTriggers when a contact is deleted.
- Form Submission
Triggers when a form submission is received.
- Group Membership Addition
Triggers when a contact is added to a group.
- Group Membership Deletion
Triggers when a contact is removed from a group.
- New Contact
Triggers when a new contact is created or a contact is updated.
- Pipeline Item Deletion
Triggers when a pipeline item is deleted.
- Pipeline Item Status Update
Triggers when a new pipeline item is added or its status is updated.
- Create Contact
Creates a new contact.
- Create Contact Note
Adds a note to a contact.
- Create Group Membership
Adds a contact to a group.
- Create Pipeline Item
Creates a new pipeline item.
- Create Task
Creates a new task.
- Delete Group Membership
Removes a contact from a group.
- Edit Contact
Edit an existing contact. Blank fields will not be updated.
- Edit Pipeline Item
Edit an existing pipeline item attached to a contact.
- Find Contact
Search for contact by email, name, or LACRM Contact Id.
- Find Pipeline Item
Search for a pipeline item.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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