Connect LassoCRM to Pocketalert

Both apps 26LassoCRM 13Pocketalert 13

• 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
  Add application

  Create an application used to categorize messages.

• Action
  Add message

  Sends a push notification to every device on the Pocket Alert account, or to one device. Can optionally be scheduled for later delivery.

• Action
  Delete application

  Delete an application by id.

• Action
  Delete form

  Permanently deletes a form. Its public link stops working at once; messages the form already produced are kept.

• Action
  Delete message

  Delete a message by tid.

• Action
  Get application

  Retrieve a single application by id.

• Action
  Get message

  Retrieves a single Pocket Alert message by its id.

• Action
  List applications

  Lists all applications (notification channels) on the Pocket Alert account.

• Action
  List forms

  Lists every form in the Pocket Alert account, newest first.

• Action
  List messages

  List sent messages.

• Action
  Submit form

  Submit a response to a Pocket Alert form. The submission becomes a message on the form owner's account and is pushed to their phone.

• Action
  Update application

  Update an application.

• Action
  Update form

  Updates an existing Pocket Alert form. Only the values you supply change; everything else on the form keeps its current value.

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