--- title: "Connect Arbox and LassoCRM - APIANT.ai" description: "When \"New Client\" fires in Arbox, your agent runs \"Add Note to Registrant\" in LassoCRM, or \"New Registrant\" in LassoCRM to \"Create New Lead\" in Arbox." canonical: "https://apiant.ai/connect/arbox-to-lassocrm" --- # Connect Arbox and LassoCRM When **New Client** fires in [Arbox](https://apiant.ai/connections/arbox), your agent runs **Add Note to Registrant** in [LassoCRM](https://apiant.ai/connections/lassocrm), or **New Registrant** in LassoCRM to **Create New Lead** in Arbox. Describe the whole flow and it is built, tested on every scenario and kept running. Arbox **6** triggers Arbox **5** actions LassoCRM **1** trigger LassoCRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Arbox and LassoCRM 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 Arbox and LassoCRM can do together ### From Arbox to LassoCRM - When **New Client** in Arbox then **Add Note to Registrant** in LassoCRM - When **New Lead** in Arbox then **Create a History Item** in LassoCRM ### From LassoCRM to Arbox - When **New Registrant** in LassoCRM then **Create New Lead** in Arbox - When **New Registrant** in LassoCRM then **Create New Client** in Arbox 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 Arbox and LassoCRM ## Triggers and actions 7 triggers · 17 actions - Trigger **Appointment Is Booked** Triggers when a new appointment is booked in Arbox. - Trigger **Lead Converted to Client** Triggers when a lead is converted to a client in Arbox. - Trigger **Lost Lead** Triggers when a lead is marked as lost in Arbox. - Trigger **New Client** Triggers when a new client is added to Arbox. - Trigger **New Lead** Triggers when a new lead is added to Arbox. - Trigger **Updated Lead Status** Triggers when an in-progress lead moves to a different status in Arbox. - Action **Create New Client** Creates a new client in Arbox. - Action **Create New Lead** Creates a new lead in Arbox. - Action **Create Purchase** Creates a membership or session-pack purchase for an Arbox client. - Action **Get Client** Returns one Arbox client by ID, email or phone. - Action **List Locations** Returns the studio locations of the Arbox business. - Trigger **New Registrant** Triggers when a new registrant (lead) is added to your Lasso project. - Action **Add Note to Registrant** Adds a free-text note to a registrant. - Action **Create a History Item** Logs a history item (email, phone call, appointment, visit) on a registrant's timeline. - Action **Create Inventory** Creates an inventory item (unit) in your Lasso project. - Action **Create Registrant** Creates a new registrant (lead) in your Lasso project with their name, email and phone. - Action **Delete Inventory** Deletes an inventory item from your Lasso project. - Action **Find Registrants** Finds registrants matching a name, email, phone or external ID and returns the matches. - Action **Get Inventory** Returns one inventory item (unit) with its status, plan and size. - Action **Get Registrant** Returns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID. - Action **List Inventory** Returns every inventory item (units, lots) in your Lasso project. - Action **Update and Append to a History Item** Updates an existing history item on a registrant, such as its subject or full content. - Action **Update Inventory** Updates an inventory item's status, plan or size; fields left blank keep their current values. - Action **Update Registrant** Updates a registrant's personal information such as name, company and contact preference. ## Each app on its own - [ **Arbox** Arbox is an all-in-one management platform for fitness, wellness, teaching, and course businesses, designed...](https://apiant.ai/connections/arbox) - [ **LassoCRM** LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the...](https://apiant.ai/connections/lassocrm) Reviews ## What our customers say ## More from Arbox - [ **Arbox to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/arbox-to-hubspot) - [ **Arbox to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/arbox-to-salesforce) - [ **Arbox to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/arbox-to-slack) - [ **Arbox to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/arbox-to-google-sheets) - [ **Arbox to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/arbox-to-gmail) - [ **Arbox to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/arbox-to-google-calendar) ## More into LassoCRM - [ **HubSpot to LassoCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lassocrm) - [ **Google Sheets to LassoCRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-lassocrm) - [ **Gmail to LassoCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lassocrm) - [ **Google Calendar to LassoCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lassocrm) - [ **Google Drive to LassoCRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lassocrm) - [ **ActiveCampaign to LassoCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lassocrm) Questions ## Arbox and LassoCRM, answered ### ### What can start an automation from Arbox? Any of Arbox's 6 triggers in the catalog, including New Client, New Lead, Updated Lead Status and Appointment Is Booked. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LassoCRM when something happens in Arbox? Any of LassoCRM's 12 actions, including Create a History Item, Create Inventory, Create Registrant and Update and Append to a History Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LassoCRM to Arbox? Yes. When something happens in LassoCRM, your agent can act in Arbox too. This page covers both directions: LassoCRM's triggers and Arbox's actions are listed here as well. ### ### Do I have to build a connector for Arbox or LassoCRM? 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 Arbox and LassoCRM 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.