--- title: "Connect Less Annoying CRM to The Official Board - APIANT.ai" description: "When \"New Contact\" fires in Less Annoying CRM, your agent runs \"Create Orgchart PDF File\" in The Official Board." canonical: "https://apiant.ai/connect/less-annoying-crm-to-the-official-board" --- # Connect Less Annoying CRM to The Official Board When **New Contact** fires in [Less Annoying CRM](https://apiant.ai/connections/less-annoying-crm), your agent runs **Create Orgchart PDF File** in [The Official Board](https://apiant.ai/connections/the-official-board). Describe the whole flow and it is built, tested on every scenario and kept running. Less Annoying CRM **7** triggers Less Annoying CRM **10** actions The Official Board **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Less Annoying CRM and The Official Board to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Less Annoying CRM can start in The Official Board - When **New Contact** in Less Annoying CRM then **Create Orgchart PDF File** in The Official Board - When **Form Submission** in Less Annoying CRM then **Create Orgchart XSLX File** in The Official Board Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Less Annoying CRM and The Official Board ## Triggers and actions 7 triggers · 17 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 **Create Orgchart PDF File** Generates a PDF file of the org chart for a company on The Official Board. - Action **Create Orgchart XSLX File** Generates an Excel (.xlsx) file containing the org chart of the specified company. - Action **Find companies by name** Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details. - Action **Find executives by name** Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies. - Action **Get Executive Info** Returns an executive's biography: current roles, education, career history and links. - Action **Get Orgchart Info** Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines. - Action **List executive direct colleagues** Returns an executive's direct environment: their boss, direct reports and board members. ## Each app on its own - [ **Less Annoying CRM** Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price.](https://apiant.ai/connections/less-annoying-crm) - [ **The Official Board** The Official Board provides organizational charts for 81,000+ global companies, offering insights on...](https://apiant.ai/connections/the-official-board) Reviews ## What our customers say ## More from Less Annoying CRM - [ **Less Annoying CRM to Resemble** Resemble is a platform for creating realistic AI voices and audio content with powerful customization tools.](https://apiant.ai/connect/less-annoying-crm-to-resemble) - [ **Less Annoying CRM to The Muse** Job board and company profiles](https://apiant.ai/connect/less-annoying-crm-to-the-muse) - [ **Less Annoying CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/less-annoying-crm-to-salesforce) - [ **Less Annoying CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/less-annoying-crm-to-slack) - [ **Less Annoying CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/less-annoying-crm-to-mailchimp) - [ **Less Annoying CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/less-annoying-crm-to-stripe) ## More into The Official Board - [ **HubSpot to The Official Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-the-official-board) - [ **Salesforce to The Official Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-the-official-board) - [ **Slack to The Official Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-the-official-board) - [ **Google Sheets to The Official Board** Google Sheets](https://apiant.ai/connect/google-sheets-to-the-official-board) - [ **Gmail to The Official Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-the-official-board) - [ **Google Calendar to The Official Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-the-official-board) Questions ## Less Annoying CRM and The Official Board, answered ### ### What can start an automation from Less Annoying CRM? Any of Less Annoying CRM's 7 triggers in the catalog, including New Contact, Form Submission, Group Membership Addition and Pipeline Item Status Update. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in The Official Board when something happens in Less Annoying CRM? Any of The Official Board's 7 actions, including Create Orgchart PDF File, Create Orgchart XSLX File, Find companies by name and Find executives by name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from The Official Board to Less Annoying CRM? The Official Board has no triggers in the catalog today, so automations start in Less Annoying CRM. If you need the other direction, ask: your agent reads The Official Board's API documentation and adds it. ### ### Do I have to build a connector for Less Annoying CRM or The Official Board? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Less Annoying CRM and The Official Board without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.