Connect LassoCRM and NOAN

Both apps 37LassoCRM 13NOAN 24

• 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
  Created or Updated Asset

  Triggers when an asset is created or a new version of it is saved.

• Trigger
  New Contact

  Triggers when a new contact is added to your NOAN network.

• Trigger
  New Task

  Triggers when a new task is added to your NOAN board.

• Action
  Add asset

  Creates a new content asset with its first version, optionally recording the prompt that produced it and attaching tags.

• Action
  Add Memo to Contact

  Adds a memo to an existing contact.

• Action
  Add stack

  Creates a new custom stack in NOAN with one or more blocks (topics) inside it.

• Action
  Add tag

  Creates a tag with usage instructions in NOAN, or returns the existing tag if one with the same name already exists.

• Action
  Add task comment

  Adds a comment to a task, such as a progress update, question or handoff note.

• Action
  Create Block Fact Entry

  Writes a new version of a block's fact; the previous version is kept in history.

• Action
  Create Contact

  Creates a contact in your NOAN network.

• Action
  Create Note

  Creates a note in your NOAN project.

• Action
  Create Task

  Creates a task on your NOAN board.

• Action
  Find Block

  Finds knowledge blocks by title or slug.

• Action
  Find Contact

  Finds contacts in your NOAN network by name or email.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List assets

  Returns the content assets stored in NOAN, optionally filtered by tag and sorted by creation or update time.

• Action
  List Facts

  Returns the current verified facts, optionally for one block.

• Action
  List insights

  Returns issues NOAN found in your fact layer, such as overlapping facts, unconnected facts and missing business topics, each with a suggested fix.

• Action
  List notes

  Returns the free-standing notes in your NOAN project, such as meeting summaries and research findings.

• Action
  List stacks

  Returns the stacks in your NOAN project along with the blocks each one contains, optionally filtered by slug, title, custom-only or in-use-only.

• Action
  List tags

  Returns all tags in the NOAN project, including each tag's usage instructions for when it should be applied.

• Action
  List tasks

  Returns the tasks on the NOAN board, optionally filtered by completion, status, tag or external ID.

• Action
  Update Contact

  Updates an existing contact's details. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task's title, details, due date or status.

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