Integration

Connect Less Annoying CRM to Vouchsafe

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

Less Annoying CRM7 triggersLess Annoying CRM10 actionsVouchsafe2 triggersVouchsafe8 actions

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What do you want Less Annoying CRM and Vouchsafe 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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Everything your agent can do with Less Annoying CRM and Vouchsafe

Triggers and actions 9 triggers · 18 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.
Trigger
User Needs Review
Triggers when a user could not be automatically verified, and needs your review.
Trigger
User Verified
Triggers when a verification is automatically completed.
Action
Find addresses by postcode
Search for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).
Action
Get account detail
Retrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).
Action
Get team
Retrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).
Action
Get verification
Retrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.
Action
List verifications
List verification cases for the team. GET /api/v1/verifications.
Action
Perform smart lookup
Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).
Action
Request Verification
Starts a verification session for an applicant, new user or customer.
Action
Toggle alerts
Enable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).

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The other way round: Vouchsafe to Less Annoying CRM