--- title: "Connect CloudConvert and LassoCRM - APIANT.ai" description: "When \"Job Failed\" fires in CloudConvert, your agent runs \"Add Note to Registrant\" in LassoCRM." canonical: "https://apiant.ai/connect/cloudconvert-to-lassocrm" --- # Connect CloudConvert and LassoCRM When **Job Failed** fires in [CloudConvert](https://apiant.ai/connections/cloudconvert), your agent runs **Add Note to Registrant** in [LassoCRM](https://apiant.ai/connections/lassocrm), or **New Registrant** in LassoCRM to **Convert a File** in CloudConvert. Describe the whole flow and it is built, tested on every scenario and kept running. CloudConvert **2** triggers CloudConvert **4** 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 CloudConvert 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 CloudConvert and LassoCRM can do together ### From CloudConvert to LassoCRM - When **Job Failed** in CloudConvert then **Add Note to Registrant** in LassoCRM - When **Job Finished** in CloudConvert then **Create a History Item** in LassoCRM ### From LassoCRM to CloudConvert - When **New Registrant** in LassoCRM then **Convert a File** in CloudConvert - When **New Registrant** in LassoCRM then **Get file metadata** in CloudConvert 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 CloudConvert and LassoCRM ## Triggers and actions 3 triggers · 16 actions - Trigger **Job Failed** Triggers when a job failed. - Trigger **Job Finished** Triggers when a job finished. - Action **Capture a Website** Creates job to capture a website as PDF or create a website screenshot as JPG or PNG. - Action **Convert a File** Creates job to convert a file. - Action **Get file metadata** Extract metadata (e.g. page count, dimensions, duration) from a file (metadata operation task). - Action **Get job** Look up the status and results of a conversion job by 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 - [ **CloudConvert** CloudConvert converts files between more than 200 supported formats: documents, image, spreadsheet...](https://apiant.ai/connections/cloudconvert) - [ **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 CloudConvert - [ **CloudConvert to Earnings Feed** Real-time SEC filings, insider trades, and institutional holdings](https://apiant.ai/connect/cloudconvert-to-earnings-feed) - [ **CloudConvert to Google Gemini** Google AI Studio is a fast, easy way to start prototyping generative AI ideas using Google's Gemini model.](https://apiant.ai/connect/cloudconvert-to-google-gemini) - [ **CloudConvert to Open Government, Queensland Government** Queensland Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...](https://apiant.ai/connect/cloudconvert-to-open-government-queensland-government) - [ **CloudConvert to Studio Ghibli** The Studio Ghibli API is a public catalogue of the people, places and things from the Studio Ghibli film...](https://apiant.ai/connect/cloudconvert-to-studio-ghibli) - [ **CloudConvert to Trengo** Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and...](https://apiant.ai/connect/cloudconvert-to-trengo) - [ **CloudConvert to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cloudconvert-to-hubspot) ## 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 ## CloudConvert and LassoCRM, answered ### ### What can start an automation from CloudConvert? Any of CloudConvert's 2 triggers in the catalog, including Job Failed and Job Finished. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LassoCRM when something happens in CloudConvert? 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 CloudConvert? Yes. When something happens in LassoCRM, your agent can act in CloudConvert too. This page covers both directions: LassoCRM's triggers and CloudConvert's actions are listed here as well. ### ### Do I have to build a connector for CloudConvert 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 CloudConvert 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.