--- title: "Connect LassoCRM to Appcues - APIANT.ai" description: "When \"New Registrant\" fires in LassoCRM, your agent runs \"Add Users to Segment\" in Appcues." canonical: "https://apiant.ai/connect/lassocrm-to-appcues" --- # Connect LassoCRM to Appcues When **New Registrant** fires in [LassoCRM](https://apiant.ai/connections/lassocrm), your agent runs **Add Users to Segment** in [Appcues](https://apiant.ai/connections/appcues). Describe the whole flow and it is built, tested on every scenario and kept running. LassoCRM **1** trigger LassoCRM **12** actions Appcues **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LassoCRM and Appcues 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 LassoCRM can start in Appcues - When **New Registrant** in LassoCRM then **Add Users to Segment** in Appcues - When **New Registrant** in LassoCRM then **Send Event** in Appcues 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 LassoCRM and Appcues ## Triggers and actions 1 trigger · 39 actions - 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. - Action **Add Users to Segment** Adds end users to an Appcues segment by user ID. - Action **Create Segment** Creates a user segment in Appcues. - Action **Delete Segment** Permanently deletes an Appcues user segment. - Action **Delete User Profile** Permanently deletes an end user's Appcues profile; returns the deletion job to track. - Action **Get Flow** Returns one Appcues flow's name, publish state, dates and tags. - Action **Get Group Profile** Returns a group's full Appcues profile properties. - Action **Get Job Status** Returns the status of one Appcues offline job, such as a bulk import or a profile deletion. - Action **Get Segment** Returns one Appcues user segment's name and description. - Action **Get Tag** Returns one Appcues tag's name and dates. - Action **Get User Event History** Returns an end user's recent Appcues event history. - Action **Get User Profile** Returns an end user's full Appcues profile properties. - Action **List Checklists** Returns every checklist in your Appcues account, with its name and publish state. - Action **List Flows** Returns every flow in your Appcues account, with its name, publish state and tags. - Action **List Jobs** Returns the offline jobs (bulk imports, exports and deletions) in your Appcues account and their status. - Action **List Segments** Returns every user segment in your Appcues account. - Action **List Tags** Returns every tag in your Appcues account. - Action **Publish Checklist** Publishes an Appcues checklist. - Action **Publish Experience** Publishes an Appcues Flow 2.0 experience. - Action **Publish Flow** Publishes an Appcues flow so it starts showing to users. - Action **Remove Users from Segment** Removes end users from an Appcues segment by user ID. - Action **Send Event** Records an event for an end user in Appcues. - Action **Unpublish Checklist** Unpublishes an Appcues checklist. - Action **Unpublish Experience** Unpublishes an Appcues Flow 2.0 experience. - Action **Unpublish Flow** Unpublishes an Appcues flow so it stops showing to users. - Action **Update Group Profile** Updates a group's Appcues profile properties. - Action **Update Segment** Updates the name or description of an Appcues user segment. - Action **Update User Profile** Updates an end user's Appcues profile properties. ## Each app on its own - [ **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) - [ **Appcues** Appcues is a product-led growth platform. Build exceptional user experiences, code free.](https://apiant.ai/connections/appcues) Reviews ## What our customers say ## More from LassoCRM - [ **LassoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lassocrm-to-salesforce) - [ **LassoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lassocrm-to-slack) - [ **LassoCRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/lassocrm-to-mailchimp) - [ **LassoCRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/lassocrm-to-stripe) - [ **LassoCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/lassocrm-to-shopify) - [ **LassoCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/lassocrm-to-quickbooks-online) ## More into Appcues - [ **HubSpot to Appcues** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-appcues) - [ **Salesforce to Appcues** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-appcues) - [ **Slack to Appcues** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-appcues) - [ **Google Sheets to Appcues** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-appcues) - [ **Gmail to Appcues** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-appcues) - [ **Google Calendar to Appcues** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-appcues) Questions ## LassoCRM and Appcues, answered ### ### What can start an automation from LassoCRM? Any of LassoCRM's 1 trigger in the catalog, including New Registrant. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Appcues when something happens in LassoCRM? Any of Appcues's 27 actions, including Create Segment, Send Event, Update Group Profile and Update Segment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Appcues to LassoCRM? Appcues has no triggers in the catalog today, so automations start in LassoCRM. If you need the other direction, ask: your agent reads Appcues's API documentation and adds it. ### ### Do I have to build a connector for LassoCRM or Appcues? 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 LassoCRM and Appcues 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.