Integration
Connect Egnyte and LassoCRM
When New File in Folder fires in Egnyte, your agent runs Add Note to Registrant in LassoCRM, or New Registrant in LassoCRM to Add comment in Egnyte. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Egnyte and LassoCRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Egnyte and LassoCRM can do together
From Egnyte to LassoCRM
When New File in Folder in Egnyte
then Add Note to Registrant in LassoCRM
When List Folders in Egnyte
then Create a History Item in LassoCRM
From LassoCRM to Egnyte
When New Registrant in LassoCRM
then Add comment in Egnyte
When New Registrant in LassoCRM
then Add user in Egnyte
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 Egnyte and LassoCRM
Triggers and actions 3 triggers · 28 actions
Trigger
List FoldersTriggers when a new subfolder appears inside the Egnyte folder you choose.
Trigger
New File in FolderTriggers when a new file is added to the chosen Egnyte folder.
Action
Add commentAdds a comment to a file or folder in Egnyte.
Action
Add linkCreates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings.
Action
Add userCreates a new user in your Egnyte domain.
Action
Copy file or folderCopies a file or folder in Egnyte to a destination path, optionally renaming it.
Action
Create FolderCreates a new folder at the given path in Egnyte.
Action
Delete file or folderDeletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder.
Action
Delete linkDeletes an Egnyte shared link so it can no longer be used.
Action
Download FileDownloads the contents of a file stored in Egnyte, optionally a specific earlier version.
Action
Find files by keywordSearches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items.
Action
Get file or folderReturns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata.
Action
Get userReturns the details of one Egnyte user, including name, email, role, status and group memberships.
Action
List groupsReturns the custom groups in your Egnyte domain, optionally filtered by group name, with each group's members.
Action
List usersReturns the users in your Egnyte domain, optionally narrowed by a filter on username, email or external id.
Action
Move file or folderMoves a file or folder in Egnyte to a new location, optionally renaming it.
Action
Update userUpdates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed.
Action
Upload FileUploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB).
Trigger
New RegistrantTriggers when a new registrant (lead) is added to your Lasso project.
Action
Add Note to RegistrantAdds a free-text note to a registrant.
Action
Create a History ItemLogs a history item (email, phone call, appointment, visit) on a registrant's timeline.
Action
Create InventoryCreates an inventory item (unit) in your Lasso project.
Action
Create RegistrantCreates a new registrant (lead) in your Lasso project with their name, email and phone.
Action
Delete InventoryDeletes an inventory item from your Lasso project.
Action
Find RegistrantsFinds registrants matching a name, email, phone or external ID and returns the matches.
Action
Get InventoryReturns one inventory item (unit) with its status, plan and size.
Action
Get RegistrantReturns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.
Action
List InventoryReturns every inventory item (units, lots) in your Lasso project.
Action
Update and Append to a History ItemUpdates an existing history item on a registrant, such as its subject or full content.
Action
Update InventoryUpdates an inventory item's status, plan or size; fields left blank keep their current values.
Action
Update RegistrantUpdates a registrant's personal information such as name, company and contact preference.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Egnyte and LassoCRM, answered
What can start an automation from Egnyte?
Any of Egnyte's 2 triggers in the catalog, including New File in Folder and List Folders. Describe the moment in plain language and your agent picks the right one.
What can your agent do in LassoCRM when something happens in Egnyte?
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 Egnyte?
Yes. When something happens in LassoCRM, your agent can act in Egnyte too. This page covers both directions: LassoCRM's triggers and Egnyte's actions are listed here as well.
Do I have to build a connector for Egnyte 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 Egnyte 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.