--- title: "Connect Atera and LassoCRM - APIANT.ai" description: "When \"New Alert Created\" fires in Atera, your agent runs \"Add Note to Registrant\" in LassoCRM." canonical: "https://apiant.ai/connect/atera-to-lassocrm" --- # Connect Atera and LassoCRM When **New Alert Created** fires in [Atera](https://apiant.ai/connections/atera), your agent runs **Add Note to Registrant** in [LassoCRM](https://apiant.ai/connections/lassocrm), or **New Registrant** in LassoCRM to **Add Customer/Site** in Atera. Describe the whole flow and it is built, tested on every scenario and kept running. Atera **5** triggers Atera **3** 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 Atera 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 Atera and LassoCRM can do together ### From Atera to LassoCRM - When **New Alert Created** in Atera then **Add Note to Registrant** in LassoCRM - When **New Customer Created** in Atera then **Create a History Item** in LassoCRM ### From LassoCRM to Atera - When **New Registrant** in LassoCRM then **Add Customer/Site** in Atera - When **New Registrant** in LassoCRM then **Find Ticket** in Atera 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 Atera and LassoCRM ## Triggers and actions 6 triggers · 15 actions - Trigger **Alert Resolved** Triggers when an alert is resolved (closed) in Atera. - Trigger **New Alert Created** Triggers when a new alert is created in Atera. - Trigger **New Customer Created** Triggers when a new customer (site) is created in Atera. - Trigger **New Ticket Created** Triggers when a new ticket is created in Atera. - Trigger **Ticket Status Changed** Triggers when a ticket's status changes in Atera. - Action **Add Customer/Site** Creates a new customer (site) in Atera. - Action **Find Alert** Returns one Atera alert by its ID. - Action **Find Ticket** Returns one Atera ticket by its ID. - 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 - [ **Atera** Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every...](https://apiant.ai/connections/atera) - [ **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 Atera - [ **Atera to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/atera-to-hubspot) - [ **Atera to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/atera-to-salesforce) - [ **Atera to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/atera-to-slack) - [ **Atera to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/atera-to-google-sheets) - [ **Atera to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/atera-to-gmail) - [ **Atera to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/atera-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 ## Atera and LassoCRM, answered ### ### What can start an automation from Atera? Any of Atera's 5 triggers in the catalog, including New Alert Created, New Customer Created, New Ticket Created and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LassoCRM when something happens in Atera? 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 Atera? Yes. When something happens in LassoCRM, your agent can act in Atera too. This page covers both directions: LassoCRM's triggers and Atera's actions are listed here as well. ### ### Do I have to build a connector for Atera 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 Atera 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.