Integration
Connect Less Annoying CRM to 5pm
When something happens in Less Annoying CRM, your agent does the next thing in 5pm. 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 Less Annoying CRM and 5pm 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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Triggers and actions 14 triggers ยท 31 actions
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.
Trigger
New ProgressTriggers when a new task progress is created.
- New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
- New Task
Triggers when a new support task is created.
- New User
Triggers when a new support user is created.
- Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
- Updated Task
Triggers when a new support task is updated.
- Updated User
Triggers when a new support user is updated.
- Add Task Progress
Add Task Progress (progress in percent and house down).
- Add User
Create a new user in the 5pm account (UsersService add).
- Create Note
Creates a new note in task.
- Create Project
Creates a new project.
- Create Task
- Delete Note
Remove an activity note/progress message (ActivityService remove).
- Delete Project
Remove a project (ProjectsService remove).
- Delete Task
Remove a task from a 5pm project (TasksService remove).
- Delete User
Remove a user from the account (UsersService remove).
- Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
- Find Task
Finds a task in the application.
- Find Task by Id
Finds a task by Id in the application.
- Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
- Find User by Id
Finds a user by Id in the system.
- List Notes
List activity notes/progress messages on a task (ActivityService getList).
- List Projects
List all projects in the account (ProjectsService getAll/getList).
- List Users
List all users in the account (UsersService getAll).
- Update Note
Update an activity note/progress message (ActivityService update).
- Update Project
Update a project's fields (ProjectsService update).
- Update Task
Update task in the application.
- Update User
Update a user's fields (UsersService update).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.