Integration
Connect Hex and LassoCRM
When New Project Run fires in Hex, your agent runs Add Note to Registrant in LassoCRM, or New Registrant in LassoCRM to Create Project in Hex. 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 Hex 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 Hex and LassoCRM can do together
From Hex to LassoCRM
When New Project Run in Hex
then Add Note to Registrant in LassoCRM
From LassoCRM to Hex
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 Hex and LassoCRM
Triggers and actions 5 triggers · 41 actions
- List Groups
Triggers when a group is found in your Hex workspace.
- List Projects
Triggers when a project is found in your Hex workspace.
- List Users
Triggers when a user is found in your Hex workspace.
- New Project Run
Triggers when a new API-triggered run appears for a Hex project.
- Add Cell
Create a new cell in a project.
- Add Collection
Create a new collection.
- Add Data Connection
Create a new data connection.
- Create Embed URL
Creates a presigned URL to embed a published Hex project.
- Create Group
Creates a new group in your Hex workspace.
- Create Project
Creates a new Hex project.
- Deactivate User
Deactivate a workspace user.
- Delete Cell
Delete a cell.
- Delete Group
Delete a group.
- Export Project
Export a project's notebook contents.
- Get Cell
Fetch a single cell by id.
- Get Cell Output
Fetch a cell's output value.
- Get Collection
Fetch a single collection by id.
- Get Data Connection
Fetch a single data connection by id.
- Get Group
Fetch a single group by id.
- Get Project
Retrieves metadata about a specific Hex project.
- Get Project Runs
Retrieves the run history for a Hex project, optionally filtered by status.
- Get Run Status
Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel).
- List Cells
List cells within a project.
- List Collections
List collections (folders) in the workspace.
- List Data Connections
List configured data connections in the workspace.
- Run Project
Triggers execution of a published Hex project.
- Share Project With Groups
Shares a Hex project with one or more groups at a specified access level.
- Share Project With Users
Shares a Hex project with one or more users at a specified access level.
- Update Cell
Edit a cell's contents.
- Update Collection
Edit a collection's name/contents.
- Update Data Connection
Edit a data connection's config.
- Update Group
Edit a group's name/members.
- Update Project Status
Updates the status of a Hex project (or removes it).
- New Registrant
Triggers when a new registrant (lead) is added to your Lasso project.
- Add Note to Registrant
Adds a free-text note to a registrant.
- Create a History Item
Logs a history item (email, phone call, appointment, visit) on a registrant's timeline.
- Create Inventory
Creates an inventory item (unit) in your Lasso project.
- Create Registrant
Creates a new registrant (lead) in your Lasso project with their name, email and phone.
- Delete Inventory
Deletes an inventory item from your Lasso project.
- Find Registrants
Finds registrants matching a name, email, phone or external ID and returns the matches.
- Get Inventory
Returns one inventory item (unit) with its status, plan and size.
- Get Registrant
Returns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.
- List Inventory
Returns every inventory item (units, lots) in your Lasso project.
- Update and Append to a History Item
Updates an existing history item on a registrant, such as its subject or full content.
- Update Inventory
Updates an inventory item's status, plan or size; fields left blank keep their current values.
- 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.
Each app on its own
Reviews
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Questions
Hex and LassoCRM, answered
What can start an automation from Hex?
Any of Hex's 4 triggers in the catalog, including New Project Run, List Groups, List Projects and List Users. Describe the moment in plain language and your agent picks the right one.
What can your agent do in LassoCRM when something happens in Hex?
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 Hex?
Yes. When something happens in LassoCRM, your agent can act in Hex too. This page covers both directions: LassoCRM's triggers and Hex's actions are listed here as well.
Do I have to build a connector for Hex 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 Hex 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.