Integration

Connect Less Annoying CRM to TemplateDocs

When something happens in Less Annoying CRM, your agent does the next thing in TemplateDocs. Describe it in plain language and the automation is built, tested on every branch and kept running.

Less Annoying CRM7 triggersLess Annoying CRM10 actionsTemplateDocs5 actions

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What do you want Less Annoying CRM and TemplateDocs 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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Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with Less Annoying CRM and TemplateDocs

Triggers and actions 7 triggers · 15 actions

Trigger
Contact Deletion
Triggers when a contact is deleted.
Trigger
Form Submission
Triggers when a form submission is received.
Trigger
Group Membership Addition
Triggers when a contact is added to a group.
Trigger
Group Membership Deletion
Triggers when a contact is removed from a group.
Trigger
New Contact
Triggers when a new contact is created or a contact is updated.
Trigger
Pipeline Item Deletion
Triggers when a pipeline item is deleted.
Trigger
Pipeline Item Status Update
Triggers when a new pipeline item is added or its status is updated.
Action
Create Contact
Creates a new contact.
Action
Create Contact Note
Adds a note to a contact.
Action
Create Group Membership
Adds a contact to a group.
Action
Create Pipeline Item
Creates a new pipeline item.
Action
Create Task
Creates a new task.
Action
Delete Group Membership
Removes a contact from a group.
Action
Edit Contact
Edit an existing contact. Blank fields will not be updated.
Action
Edit Pipeline Item
Edit an existing pipeline item attached to a contact.
Action
Find Contact
Search for contact by email, name, or LACRM Contact Id.
Action
Find Pipeline Item
Search for a pipeline item.
Action
Add template
Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it.
Action
Delete template
Removes a template from your TemplateDocs account.
Action
Get template
Returns the details of one template, including its name, size, checksum and the placeholder tags it contains.
Action
List templates
Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags.
Action
Update template
Renames a template or changes its settings. Returns the id of the template that was updated.

Each app on its own

The other way round: TemplateDocs to Less Annoying CRM