InsuranceXDate + Less Annoying CRM

Create new contacts in Less Annoying CRM from new company flags in InsuranceXDate

This workflow springs into action when a new company flag pops up in InsuranceXDate, saving you time by immediately creating a contact in Less Annoying CRM. By turning tedious manual data entry into a seamless automatic process, this integration helps you respond faster to business developments and spend more time on crucial tasks. Benefit from efficient contact management with this streamlined workflow.

When this happens...
New Company Flags
Triggers when a new company flag 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?

- Save
- Contacted
- Quoting
- Written
- Nextyear
- Followup
- Appt
Trigger
Instant
Try It
- UidRequired
Action
Search
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- 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

- UidRequired
Action
Search
- NameRequired
- AddressRequired
- StateRequired
Action
Search
- FormRequired
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- 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

About InsuranceXDate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.