Connect Foxit eSign and LassoCRM

Both apps 20Foxit eSign 7LassoCRM 13

• Trigger
  Document Cancelled

  Triggers when a recipient cancels or declines a Foxit eSign envelope (folder).

• Trigger
  Document Deleted

  Triggers when a Foxit eSign envelope (folder) is deleted.

• Action
  Add folder from PDFs

  Creates a folder of documents for signature from PDF files at public URLs or in base64, with its recipient parties, and optionally sends it right away or opens embedded sending/signing sessions.

• Action
  Cancel folder

  Cancels a sent folder (envelope) so recipients can no longer sign its documents, recording the reason in the folder's history.

• Action
  Find folders by status and date

  Returns the IDs of folders (envelopes) created within a date range, optionally filtered by status such as executed, sent or draft.

• Action
  Get folder

  Returns the full details of a Foxit eSign folder (envelope), including its status, documents and recipient parties.

• Action
  Send signature reminder

  Sends a reminder email to the recipients of a folder (envelope) who have not yet signed it.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.