Connect LassoCRM to Paperform

Both apps 35LassoCRM 13Paperform 22

• 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
  Cancel Papersign Document

  Cancels a Papersign document that is still in progress, so no one can sign it any more.

• Action
  Create Form Coupon

  Creates a discount coupon on a Paperform form, as a dollar amount or a percentage, with an optional expiry date.

• Action
  Create Form Product

  Adds a product to a products field on a Paperform form, with its price, SKU and stock limits.

• Action
  Create Papersign Document Signing Link

  Creates a private signing link for one signer on a Papersign document, so you can send it yourself instead of relying on Papersign's emails. The link lasts a week and replaces any earlier link for that signer.

• Action
  Delete Form Coupon

  Deletes a discount coupon from a Paperform form so it can no longer be used.

• Action
  Delete Form Partial Submission

  Deletes a partial (unfinished) form submission from Paperform.

• Action
  Delete Form Product

  Removes a product from a Paperform form using its SKU.

• Action
  Delete Form Submission

  Deletes a form submission from Paperform.

• Action
  Download Papersign Document

  Gets a temporary download link for the signed PDF of a completed Papersign document. Pass the link to any step that fetches or attaches a file.

• Action
  Find Form

  Finds one Paperform form by searching its title, and returns the best match.

• Action
  Find Form Field

  Finds a field on a Paperform form by name and returns its key, title and type.

• Action
  Find Form Product

  Finds a product on a Paperform form by name and returns its SKU, price and stock.

• Action
  Find Papersign Document

  Finds one Papersign document by name, state, folder or the submission it came from, and returns the most recent match.

• Action
  List Papersign Documents

  Lists Papersign documents, optionally narrowed by name, state or folder.

• Action
  Send Papersign Document

  Sends a Papersign document out for signature, with the signers, invitation message and expiry you choose.

• Action
  Update Form

  Updates a Paperform form's name, description, web address or space, and can switch the form off. Anything left blank keeps its current value.

• Action
  Update Form Coupon

  Updates a discount coupon on a Paperform form. Anything left blank keeps its current value.

• Action
  Update Form Fields

  Updates a question on a Paperform form — its title, helper text, placeholder, key, or whether it is required. Anything left blank keeps its current value.

• Action
  Update Form Product

  Updates a product on a Paperform form — its name, price, stock or order limits. Anything left blank keeps its current value.

• Action
  Update Form Product Available Quantity

  Sets how many of a product are still available to sell on a Paperform form.

• Action
  Update Form Product Sold

  Sets how many of a product have been sold on a Paperform form.

• Action
  Update Space

  Renames a Paperform space.

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