Integration
Connect LassoCRM and OptiPub
When New Registrant fires in LassoCRM, your agent runs Add Email to Segment in OptiPub, or Feedback Loop in OptiPub to Add Note to Registrant in LassoCRM. 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 OptiPub 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and OptiPub can do together
From LassoCRM to OptiPub
When New Registrant in LassoCRM
then Add Email to Segment in OptiPub
When New Registrant in LassoCRM
then Send Email in OptiPub
From OptiPub to LassoCRM
When Feedback Loop in OptiPub
then Add Note to Registrant in LassoCRM
When Hard Bounce in OptiPub
then Create a History Item in LassoCRM
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 OptiPub
Triggers and actions 6 triggers · 20 actions
Trigger
New RegistrantTriggers when a new registrant (lead) is added to your Lasso project.
Action
Add Note to RegistrantAdds a free-text note to a registrant.
Action
Create a History ItemLogs a history item (email, phone call, appointment, visit) on a registrant's timeline.
Action
Create InventoryCreates an inventory item (unit) in your Lasso project.
Action
Create RegistrantCreates a new registrant (lead) in your Lasso project with their name, email and phone.
Action
Delete InventoryDeletes an inventory item from your Lasso project.
Action
Find RegistrantsFinds registrants matching a name, email, phone or external ID and returns the matches.
Action
Get InventoryReturns one inventory item (unit) with its status, plan and size.
Action
Get RegistrantReturns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.
Action
List InventoryReturns every inventory item (units, lots) in your Lasso project.
Action
Update and Append to a History ItemUpdates an existing history item on a registrant, such as its subject or full content.
Action
Update InventoryUpdates an inventory item's status, plan or size; fields left blank keep their current values.
Action
Update RegistrantUpdates a registrant's personal information such as name, company and contact preference.
Trigger
Feedback LoopTriggers when an OptiPub email message receives a spam (feedback loop) complaint.
Trigger
Hard BounceTriggers when an OptiPub email message receives a bounce.
Trigger
List-UnsubscribeTriggers when a recipient uses the list-unsubscribe header on an OptiPub email message.
Trigger
SubscribeTriggers when a new subscription is created in OptiPub.
Trigger
UnsubscribeTriggers when an OptiPub subscription is cancelled.
Action
Add Email to SegmentAdds an email address to an OptiPub segment.
Action
Cancel SubscriptionCancels a subscriber's subscription to an OptiPub publication by email.
Action
Create ResourceCreates a content resource (article) in an OptiPub publication.
Action
Create SubscriptionCreates a subscription to an OptiPub publication for an email address.
Action
Find SubscriberReturns an OptiPub subscriber by ID or email, with their emails and subscriptions.
Action
Remove Email From SegmentRemoves an email address from an OptiPub segment.
Action
Remove Tag From SubscriberRemoves tags from an OptiPub subscriber by tag name.
Action
Send EmailSends or schedules an HTML email message to OptiPub segments, or a test send to email addresses.
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
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Questions
LassoCRM and OptiPub, 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 OptiPub when something happens in LassoCRM?
Any of OptiPub's 8 actions, including Create Resource, Create Subscription, Send Email and Add Email to Segment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OptiPub to LassoCRM?
Yes. When something happens in OptiPub, your agent can act in LassoCRM too. This page covers both directions: OptiPub's triggers and LassoCRM's actions are listed here as well.
Do I have to build a connector for LassoCRM or OptiPub?
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 OptiPub 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.