Connect LassoCRM to EZ Texting

Both apps 28LassoCRM 13EZ Texting 15

• 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 Contacts to Group

  Adds contacts to an EZ Texting contact group by phone number.

• Action
  Add Message Template

  Create a new message template.

• Action
  Create Group

  Creates new group

• Action
  Create/Update Contact

  Creates a contact with the given phone number, or updates the existing contact that has that phone number.

• Action
  Delete Contact

  Deletes a contact from your EZ Texting contact list by phone number.

• Action
  Delete Group

  Delete a contact group by id.

• Action
  Get Contact

  Get a single EZ Texting contact by phone number.

• Action
  Get Group

  Get a single contact group by its id.

• Action
  Get Message

  Get details about a sent message: its recipients (groups and individual contacts), recipient count, credits used, sending number, send date and type.

• Action
  List Contacts

  Lists contacts in your EZ Texting account, optionally filtered by name, phone, email, source, opt-out status or group.

• Action
  List Groups

  List contact groups in your EZ Texting account, optionally filtered by name.

• Action
  List Messages

  List messages in the EZ Texting account, optionally filtered by number, direction, status, type, text or sent date.

• Action
  List Message Templates

  List message templates matching provided filters.

• Action
  Send Message

  Sends an SMS or MMS text message to phone numbers and/or contact groups, immediately or at a scheduled time.

• Action
  Update Group

  Update an existing contact group.

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