--- title: "Connect Everhour and LassoCRM - APIANT.ai" description: "When \"New Client\" fires in Everhour, your agent runs \"Add Note to Registrant\" in LassoCRM, or \"New Registrant\" in LassoCRM to \"Add invoice\" in Everhour." canonical: "https://apiant.ai/connect/everhour-to-lassocrm" --- # Connect Everhour and LassoCRM When **New Client** fires in [Everhour](https://apiant.ai/connections/everhour), your agent runs **Add Note to Registrant** in [LassoCRM](https://apiant.ai/connections/lassocrm), or **New Registrant** in LassoCRM to **Add invoice** in Everhour. Describe the whole flow and it is built, tested on every scenario and kept running. Everhour **5** triggers Everhour **22** 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 Everhour 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 Everhour and LassoCRM can do together ### From Everhour to LassoCRM - When **New Client** in Everhour then **Add Note to Registrant** in LassoCRM - When **New Task** in Everhour then **Create a History Item** in LassoCRM ### From LassoCRM to Everhour - When **New Registrant** in LassoCRM then **Add invoice** in Everhour - When **New Registrant** in LassoCRM then **Create Client** in Everhour 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 Everhour and LassoCRM ## Triggers and actions 6 triggers · 34 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Task** Triggers when a new task created. - Trigger **Project updated** Webhook event api:project:updated. - Trigger **Task updated** Webhook event api:task:updated. - Trigger **Timer Stopped** Triggers when a running timer is stopped. Timer should be with a task. - Action **Add assignment** /resource-planner/assignments. Schedule a user on a project/task. - Action **Add expense** /expenses. Create an expense. - Action **Add invoice** /invoices. Create an invoice for a project/client. - Action **Add Time** Adds your time to a task. - Action **Create Client** Creates a new client. - Action **Create Project** Creates a new project. - Action **Delete project** /projects/{id}. - Action **Delete time record** /tasks/{id}/time. Delete time record for a date/user. - Action **Find Internal Project** Finds a project for creating task/section by name - Action **Find Member** Finds a member by name. - Action **Find Project** Finds a project by name - Action **Find Section** Finds a section by name. - Action **Find Task** Finds a task by name. - Action **Get running timer** Returns the currently running timer for the connected user. - Action **List Assignments** Lists resource-planner assignments, optionally filtered by project, user and date range. - Action **List clients** /clients. Returns all clients. - Action **List Expenses** Lists the team's expenses, each with id, date, amount, category, project, billable and details. - Action **List invoices** /invoices. Returns all invoices. - Action **Update client** /clients/{id}. Update a client's name, business details, etc. - Action **Update project** /projects/{id}. Update project name, users, billing etc. - Action **Update task estimate** /tasks/{id}/estimate. Set a task's time estimate. - Action **Update time record** /tasks/{id}/time. Update time on a task for a date/user. - 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 - [ **Everhour** Everhour is a time tracking software equipped with budgeting, forward resource planning, expenses tracking...](https://apiant.ai/connections/everhour) - [ **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 Everhour - [ **Everhour to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/everhour-to-hubspot) - [ **Everhour to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/everhour-to-salesforce) - [ **Everhour to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/everhour-to-slack) - [ **Everhour to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/everhour-to-google-sheets) - [ **Everhour to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/everhour-to-gmail) - [ **Everhour to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/everhour-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 ## Everhour and LassoCRM, answered ### ### What can start an automation from Everhour? Any of Everhour's 5 triggers in the catalog, including New Client, New Task, Project updated and Task updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LassoCRM when something happens in Everhour? 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 Everhour? Yes. When something happens in LassoCRM, your agent can act in Everhour too. This page covers both directions: LassoCRM's triggers and Everhour's actions are listed here as well. ### ### Do I have to build a connector for Everhour 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 Everhour 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.