BookingKoala + Less Annoying CRM

Create contacts in Less Annoying CRM for new bookings in BookingKoala

When a new booking occurs in BookingKoala, bolster your CRM efforts by seamlessly populating the details into Less Annoying CRM. This workflow creates a new contact in Less Annoying CRM, making sure you never miss out on capturing valuable customer details. This streamlines your contact management process, ensures reliability, and saves you time from manual data entry.

When this happens...
New Booking
Triggers when a booking is created.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Booking Card Hold
Triggered when booking's card put on hold.
Trigger
Instant
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Booking Charge Declined
Triggered when booking charge is declined.
Trigger
Instant
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Booking Cancelled
Triggered when booking is cancelled.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Trigger
Instant
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Charge Invoice
Triggered when invoice is partially paid/ fully paid.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Quote
Triggered when quote is created.
Trigger
Instant
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Provider Deleted
Triggers when a provider is deleted.
Trigger
Instant
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Provider Updated
Triggers when a provider profile is updated.
Trigger
Instant
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Update Invoice
Triggered when invoice is updated.
Trigger
Instant
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- FormRequired
- Hook should trigger for actions taken by:Required
Trigger
Instant
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- Hook should trigger for actions taken by:Required
Trigger
Instant
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- ContactRequired
- Note
Action
Write
- Pipeline Item to updateRequired
- Status
- Note
Action
Write
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact that item is attached toRequired
- Pipeline that item belongs toRequired
- Status that item is set to
Action
Search
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Search or write

Booking Charged
Triggered when booking is charged.
Trigger
Instant
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Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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New Invoice
Triggered when invoice is created.
Trigger
Instant
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Booking Deleted
Triggered when booking is deleted.
Trigger
Instant
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New Booking
Triggers when a booking is created.
Trigger
Instant
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New Provider
Triggers when a provider is created.
Trigger
Instant
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New Rating
Triggers when a customer rates your service.
Trigger
Instant
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Provider Payout
Triggers when provider payments paid
Trigger
Instant
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Booking Updated
Triggers when a booking is updated.
Trigger
Instant
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- Hook should trigger for actions taken by:Required
Trigger
Instant
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- Hook should trigger for actions taken by:Required
Trigger
Instant
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- Record TypeRequired
- User to assign contact toRequired
Action
Write
- Contact to editRequired
- User to assign contact to
Action
Write
- ContactRequired
- GroupRequired
Action
Write
- NameRequired
- Due DateRequired
- Description
- User to assign task to (default: this user)
- Calendar to create task on (default: primary calendar)
- Contact to attach task to
Action
Write
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
Action
Search
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
- Record TypeRequired
- User to assign contact toRequired
Action
Search or write