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Zapier-LACRM Glossary

Basic Terms

Zap: A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs.

Trigger: A trigger is an event that causes a workflow to begin. When you perform the trigger event for a Zap, the workflow you've created will run.

Action: An action is a result of a workflow. It is what happens because your workflow has run.

Task: A task is an action your Zap successfully completes. For example, if your Zap has an action to create new Google Contacts, each contact that is created will count as one task.

Triggers in Less Annoying CRM

New Contact: Begins a Zap whenever a new contact/company is added to your LACRM account.

Group Membership Addition: Begins a Zap whenever a contact/company is added to a group in your LACRM account.

Pipeline Item Status Update: Begins a Zap whenever a pipeline item on a contact/company is updated to a new status.

Actions in Less Annoying CRM

Create Contact: Results in a contact/company getting created in LACRM.

Create Contact Note: Results in a note getting added to a contact/company in LACRM.

Edit Contact: Results in updating the fields on an existing contact/company in LACRM.

Edit Pipeline Item: Results in updating the pipeline item attached to a contact/company in LACRM.

Create Group Membership: Results in a contact/company getting added to a group in LACRM.

Create Pipeline Item: Results in a pipeline item getting attached to a contact/company in LACRM.

Create Task: Results in a task getting created in LACRM.

Find Contact: Searches your LACRM account for a specific contact/company based on matching name and/or email address.

Find Pipeline Item: Searches your LACRM account for a specific pipeline item based on matching pipeline name and pipeline status.

Next up:
Zapier, triggers, actions
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