Connect LassoCRM and Listrak

Both apps 31LassoCRM 13Listrak 18

• 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.

• Trigger
  New Contact

  Triggers when a contact subscribes to a Listrak list.

• Trigger
  New Message

  Triggers when a new message is sent on a Listrak list.

• Action
  Add campaign

  Creates a new campaign on a Listrak list.

• Action
  Add event

  Creates a new event on a Listrak list.

• Action
  Add list

  Creates a new email list in your Listrak account.

• Action
  Add profile field

  Creates a new profile field in a profile field group on a Listrak list.

• Action
  Delete list

  Deletes a Listrak email list.

• Action
  Get Contact

  Returns one contact on a Listrak list, looked up by email address or email key.

• Action
  Get List

  Returns one Listrak email list by its ID.

• Action
  Get message

  Returns a sent or scheduled email message on a Listrak list, including its subject, sender, body and status.

• Action
  List campaigns

  Returns all campaigns associated with a Listrak list.

• Action
  List Contacts

  Returns contacts on a Listrak list, optionally filtered by subscription state or a subscribe-date range.

• Action
  List events

  Returns all events defined on a Listrak list, with each event's name, group and status.

• Action
  List Lists

  Returns all email lists in the Listrak account.

• Action
  List messages

  Returns the email messages sent or scheduled for a Listrak list, optionally filtered by send date range.

• Action
  List profile fields

  Returns all profile fields in a profile field group on a Listrak list.

• Action
  Send message

  Sends a new email message to the contacts on a Listrak list, optionally as a test or review send or scheduled for later.

• Action
  Update list

  Updates the name, sender defaults, bounce handling and feature settings of an existing Listrak email list.

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