Integration
Connect LassoCRM to magicplan
When New Registrant fires in LassoCRM, your agent runs Add project file in magicplan. 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 LassoCRM and magicplan 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 LassoCRM can start in magicplan
When New Registrant in LassoCRM
then Add project file in magicplan
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 magicplan
Triggers and actions 1 trigger · 25 actions
- 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.
- Add project file
Uploads a file from a link and attaches it to a magicplan project. Returns the new project file record.
- Archive project
Archives a magicplan project so it can no longer be modified, and returns the archived project.
- Create New Project
Creates a new magicplan project for a workspace user, with optional team, address, and custom form answers.
- Delete project
Permanently deletes a magicplan project and all its associated data.
- Delete project file
Permanently deletes a file attached to a magicplan project.
- Find Files
Returns the files attached to a magicplan project, optionally narrowed to files whose name contains the text you give.
- Get estimate
Returns the full details of one estimate on a magicplan project, including its customer, company, line items and totals.
- Get project
Returns the details of a magicplan project, including its plan, team, owner, address and timestamps.
- Get project plan
Returns the floor plan of a magicplan project, including floors, rooms, objects, measurements and custom attributes.
- List estimates
Returns all estimates on a magicplan project, with their names, numbers and statuses.
- List projects
Returns the projects in your magicplan workspace, optionally filtered by name or assignee and sorted.
- Restore project
Restores an archived magicplan project so it becomes active again, and returns the project's details.
- Update project
Updates an existing magicplan project's name, description, address, custom forms or custom fields.
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
What our customers say
More from LassoCRM
LassoCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
LassoCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
LassoCRM to MailchimpMailchimp marketing automation and email platform.
LassoCRM to StripeStripe is a payment processing platform for online businesses.
LassoCRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
LassoCRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into magicplan
HubSpot to magicplanHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to magicplanGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to magicplanGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to magicplanGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
LassoCRM and magicplan, 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 magicplan when something happens in LassoCRM?
Any of magicplan's 13 actions, including Create New Project, Update project, Add project file and Find Files. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from magicplan to LassoCRM?
magicplan has no triggers in the catalog today, so automations start in LassoCRM. If you need the other direction, ask: your agent reads magicplan's API documentation and adds it.
Do I have to build a connector for LassoCRM or magicplan?
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 magicplan 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.