Connect LassoCRM to Pipeless Recommendations

Both apps 21LassoCRM 13Pipeless Recommendations 8

• 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
  Create Event

  Creates a single event linking a start object to an end object through a relationship (for example, a user who liked a post) in your Pipeless app.

• Action
  Create Events (With Line Item Support)

  Creates up to 10 events in one call, such as several line items a user purchased.

• Action
  Delete event

  Deletes the event(s) matching a start object, relationship type and end object.

• Action
  Delete object

  Deletes an object and all the relationships and events connected to it.

• Action
  Get Activity on Object

  Returns the activity that has taken place on an object, such as who followed or liked it.

• Action
  Get object

  Returns basic info (type, created and modified dates) for a single Pipeless object.

• Action
  List recent events

  Returns the most recent events (user–relationship–object interactions) that have been sent to your Pipeless app.

• Action
  Update object

  Updates an existing Pipeless object's id or its created/modified timestamps.

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