--- title: "Connect Cin7 Core Inventory and LassoCRM - APIANT.ai" description: "When \"New Customer / Updated Customer\" fires in Cin7 Core Inventory, your agent runs \"Add Note to Registrant\" in LassoCRM." canonical: "https://apiant.ai/connect/cin7-core-inventory-to-lassocrm" --- # Connect Cin7 Core Inventory and LassoCRM When **New Customer / Updated Customer** fires in [Cin7 Core Inventory](https://apiant.ai/connections/cin7-core-inventory), your agent runs **Add Note to Registrant** in [LassoCRM](https://apiant.ai/connections/lassocrm), or **New Registrant** in LassoCRM to **Create Customer** in Cin7 Core Inventory. Describe the whole flow and it is built, tested on every scenario and kept running. Cin7 Core Inventory **13** triggers Cin7 Core Inventory **16** 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 Cin7 Core Inventory 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 Cin7 Core Inventory and LassoCRM can do together ### From Cin7 Core Inventory to LassoCRM - When **New Customer / Updated Customer** in Cin7 Core Inventory then **Add Note to Registrant** in LassoCRM - When **New Payment** in Cin7 Core Inventory then **Create a History Item** in LassoCRM ### From LassoCRM to Cin7 Core Inventory - When **New Registrant** in LassoCRM then **Create Customer** in Cin7 Core Inventory - When **New Registrant** in LassoCRM then **Find a Customer** in Cin7 Core Inventory 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 Cin7 Core Inventory and LassoCRM ## Triggers and actions 14 triggers · 28 actions - Trigger **New Customer / Updated Customer** Triggers when a customer is created or updated in Cin7 Core. - Trigger **New Payment** Triggers when a payment is added to a sale (its paid amount changes). - Trigger **New Product / Updated Product** Triggers when a product is created or updated in Cin7 Core. - Trigger **New Purchase / Updated Purchase** Triggers when a purchase is created or updated in Cin7 Core. - Trigger **New Sale** Triggers when a new sale is created in Cin7 Core. - Trigger **New Supplier / Updated Supplier** Triggers when a supplier is created or updated in Cin7 Core. - Trigger **Sale Credit Note Authorised** Triggers when a sale credit note is authorised. - Trigger **Sale Fulfilment Update** Triggers when a sale's pick, pack or ship status changes. - Trigger **Sale Invoice Authorised** Triggers when a sale becomes fully invoiced. - Trigger **Sale Shipment Tracking Number Changed** Triggers when a sale's shipment tracking numbers change. - Trigger **Sale Status Change** Triggers when a sale's status changes in Cin7 Core. - Trigger **Sale Voided/Undone** Triggers when a sale is voided. - Trigger **Stock Level Update** Triggers when a product's stock level at a location changes. - Action **Add Sale Attachment** Attaches a file to a sale. - Action **Create Customer** Creates a new customer in Cin7 Core. - Action **Create Product** Creates a new product in Cin7 Core. - Action **Create Supplier** Creates a new supplier in Cin7 Core. - Action **Find a Customer** Finds customers by name, ID or contact. - Action **Find an Assembly** Finds assemblies (finished goods tasks) by status, search text or sale. - Action **Find a Product** Finds products by name, SKU or ID. - Action **Find a Products Availability** Returns on-hand, allocated and available stock for products, per location. - Action **Find a Sale** Returns one sale by its ID, with its order, invoices and fulfilments. - Action **Find a Sale Credit Note** Returns a sale's credit notes. - Action **Find a Sale Extended** Finds sales by order number, customer, invoice number, reference, credit note number or status. - Action **Find a Sale Fulfilment** Returns a sale's fulfilments with their pick, pack and ship details. - Action **Find a Sale Invoice** Returns a sale's invoices. - Action **Find a Sale Payments** Returns the payments and refunds recorded on a sale. - Action **Update Product** Updates an existing product in Cin7 Core. - Action **Update Supplier** Updates an existing supplier in Cin7 Core. - 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 - [ **Cin7 Core Inventory** Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce.](https://apiant.ai/connections/cin7-core-inventory) - [ **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 Cin7 Core Inventory - [ **Cin7 Core Inventory to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cin7-core-inventory-to-hubspot) - [ **Cin7 Core Inventory to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cin7-core-inventory-to-salesforce) - [ **Cin7 Core Inventory to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cin7-core-inventory-to-slack) - [ **Cin7 Core Inventory to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cin7-core-inventory-to-google-sheets) - [ **Cin7 Core Inventory to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cin7-core-inventory-to-gmail) - [ **Cin7 Core Inventory to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cin7-core-inventory-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 ## Cin7 Core Inventory and LassoCRM, answered ### ### What can start an automation from Cin7 Core Inventory? Any of Cin7 Core Inventory's 13 triggers in the catalog, including New Customer / Updated Customer, New Payment, New Product / Updated Product and New Purchase / Updated Purchase. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LassoCRM when something happens in Cin7 Core Inventory? 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 Cin7 Core Inventory? Yes. When something happens in LassoCRM, your agent can act in Cin7 Core Inventory too. This page covers both directions: LassoCRM's triggers and Cin7 Core Inventory's actions are listed here as well. ### ### Do I have to build a connector for Cin7 Core Inventory 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 Cin7 Core Inventory 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.