Connect LassoCRM to FYI

Both apps 21LassoCRM 13FYI 8

• 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
  Create File Note

  Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet.

• Action
  Create or Update Client

  Creates a new client in FYI, or updates the existing client matched by source id.

• Action
  Create or Update Client Group

  Creates a new client group in FYI or updates an existing one matched by its id or source reference.

• Action
  Create or Update Job

  Creates a job in FYI, or updates the existing job matching the given job id or your own reference.

• Action
  Create or Update Task

  Creates a task in FYI, or updates the existing task that matches your reference.

• Action
  Create Web Link

  Creates a web link document in FYI, filed against a client, cabinet or job.

• Action
  Look Up Client

  Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients.

• Action
  Look Up Job

  Finds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date.

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