--- title: "Connect LassoCRM and Recharge - APIANT.ai" description: "When \"New Registrant\" fires in LassoCRM, your agent runs \"Create Customer\" in Recharge." canonical: "https://apiant.ai/connect/lassocrm-to-recharge" --- # Connect LassoCRM and Recharge When **New Registrant** fires in [LassoCRM](https://apiant.ai/connections/lassocrm), your agent runs **Create Customer** in [Recharge](https://apiant.ai/connections/recharge), or **New Address Created** in Recharge to **Add Note to Registrant** in LassoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. LassoCRM **1** trigger LassoCRM **12** actions Recharge **7** triggers Recharge **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LassoCRM and Recharge to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What LassoCRM and Recharge can do together ### From LassoCRM to Recharge - When **New Registrant** in LassoCRM then **Create Customer** in Recharge - When **New Registrant** in LassoCRM then **Update Customer** in Recharge ### From Recharge to LassoCRM - When **New Address Created** in Recharge then **Add Note to Registrant** in LassoCRM - When **New Charge Created** in Recharge 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 Recharge ## Triggers and actions 8 triggers · 45 actions - 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 **Customer Status Change** Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left). - Trigger **New Address Created** Triggers when a new address is added for a customer. - Trigger **New Cancelled Subscription** Triggers when a subscription is cancelled. - Trigger **New Charge Created** Triggers when a new charge is created in Recharge. - Trigger **New Customer** Triggers when a new customer is added to your Recharge store. - Trigger **New Order** Triggers when a new order is created in Recharge. - Trigger **New Subscription** Triggers when a new subscription is created. - Action **Activate Subscription** Reactivates a cancelled subscription. - Action **Cancel Subscription** Cancels an active subscription with a reason. - Action **Change Next Charge Date** Changes the next charge date of a subscription. - Action **Create Customer** Creates a customer in Recharge and returns the new customer's ID. - Action **Create Discount Codes** Creates a discount code in Recharge. - Action **Create One Time Charge** Adds a one-time product to an address's upcoming charge. - Action **Delete Address** Deletes a Recharge address that has no active subscriptions. - Action **Delete Customer** Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses. - Action **Delete One Time Charge** Deletes an unprocessed one-time product. - Action **Delete Order** Deletes a queued (scheduled) order. - Action **Delete Subscription** Permanently deletes a subscription. - Action **Find a Charge** Returns one charge by ID, with its status, schedule and total. - Action **Find an Address** Finds Recharge addresses by customer, address ID, discount, active status or date range. - Action **Find a Subscription** Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list. - Action **Find Customer** Finds a Recharge customer by email or ecommerce customer ID. - Action **List Addresses** Returns addresses, optionally for one customer. - Action **List Charges** Returns charges, optionally filtered by customer or status. - Action **List Customers** Returns a list of customers in your Recharge store. - Action **List One-Time Charges** Returns one-time products, optionally for one customer or address. - Action **List Orders** Returns orders, optionally filtered by customer or status. - Action **List Subscriptions** Returns subscriptions, optionally filtered by customer or status. - Action **Process Charge** Processes a queued charge immediately (Recharge Plus plan). - Action **Retrieve Address** Returns one Recharge address by ID. - Action **Retrieve Customer** Returns one Recharge customer by ID, with their name, email, phone and active subscription count. - Action **Retrieve Discount** Returns one discount by ID. - Action **Retrieve One-Time Charge** Returns one one-time product by ID. - Action **Retrieve Order** Returns one Recharge order by ID, including its line items. - Action **Skip Charge** Skips an upcoming charge. - Action **Unskip Charge** Unskips a previously skipped charge. - Action **Update Address** Updates a Recharge shipping address. - Action **Update Customer** Updates a Recharge customer's name, email or phone. - Action **Update One-Time Charge** Updates a one-time product's quantity, price or charge date. - Action **Update Order Line Items** Replaces the line items on an existing Recharge order and returns the updated order. ## Each app on its own - [ **LassoCRM** LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the...](https://apiant.ai/connections/lassocrm) - [ **Recharge** Recharge is a subscription platform trusted by brands to boost revenue, craft subscriber experiences, and...](https://apiant.ai/connections/recharge) Reviews ## What our customers say ## More from LassoCRM - [ **LassoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lassocrm-to-salesforce) - [ **LassoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lassocrm-to-slack) - [ **LassoCRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/lassocrm-to-mailchimp) - [ **LassoCRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/lassocrm-to-stripe) - [ **LassoCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/lassocrm-to-shopify) - [ **LassoCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/lassocrm-to-quickbooks-online) ## More into Recharge - [ **HubSpot to Recharge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-recharge) - [ **Google Sheets to Recharge** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-recharge) - [ **Gmail to Recharge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-recharge) - [ **Google Calendar to Recharge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-recharge) - [ **Google Drive to Recharge** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-recharge) - [ **Mailchimp to Recharge** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-recharge) Questions ## LassoCRM and Recharge, 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 Recharge when something happens in LassoCRM? Any of Recharge's 33 actions, including Create Customer, Create Discount Codes, Create One Time Charge and Update Address. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Recharge to LassoCRM? Yes. When something happens in Recharge, your agent can act in LassoCRM too. This page covers both directions: Recharge's triggers and LassoCRM's actions are listed here as well. ### ### Do I have to build a connector for LassoCRM or Recharge? 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 Recharge 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.