--- title: "Connect LassoCRM and Returnless - APIANT.ai" description: "When \"New Registrant\" fires in LassoCRM, your agent runs \"Find customers\" in Returnless." canonical: "https://apiant.ai/connect/lassocrm-to-returnless" --- # Connect LassoCRM and Returnless When **New Registrant** fires in [LassoCRM](https://apiant.ai/connections/lassocrm), your agent runs **Find customers** in [Returnless](https://apiant.ai/connections/returnless), or **Request Created** in Returnless 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 Returnless **2** triggers Returnless **16** 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 Returnless 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 Returnless can do together ### From LassoCRM to Returnless - When **New Registrant** in LassoCRM then **Find customers** in Returnless - When **New Registrant** in LassoCRM then **Add note** in Returnless ### From Returnless to LassoCRM - When **Request Created** in Returnless then **Add Note to Registrant** in LassoCRM - When **Return Created** in Returnless 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 Returnless ## Triggers and actions 3 triggers · 28 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 **Request Created** Triggers when a customer creates a new return request that needs approval. - Trigger **Return Created** Triggers when a new return is created, including a request once it is approved. - Action **Add note** Adds an internal note to a return or return request. - Action **Add Request** Creates a return request in Returnless for items from an existing sales order. - Action **Approve a Request** Approves a return request in Returnless so the customer can send the items back. - Action **Approve a Request Without Shipment** Approves a pending return request without a return shipment, so the customer keeps the items. - Action **Find customers** Returns the customers in your Returnless account that match an email address. - Action **Find products** Returns the products in your Returnless account that match a SKU. - Action **Find Requests** Finds a Request in your Returnless account. - Action **Find Returns** Finds returns (return orders) in Returnless by return number. - Action **Find sales orders** Finds sales orders in Returnless by order number. - Action **Get customer** Returns a single Returnless customer by its id. - Action **Get Request (By Request ID)** Returns a single return request (return order) from Returnless by its ID. - Action **Get Return (By Return ID)** Returns a single return in Returnless, with all of its details, by its return ID. - Action **Get sales order** Returns a single sales order by its ID, including its customer, address and order details. - Action **List return reasons** Returns the return reasons configured in your Returnless account. - Action **Reject Request** Rejects a pending return request in Returnless. - Action **Update return** Changes the status of a return, such as Checked, Approved or Resolved. ## 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) - [ **Returnless** Returnless gives e-commerce businesses a way to get their returns in check.](https://apiant.ai/connections/returnless) 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 Returnless - [ **HubSpot to Returnless** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-returnless) - [ **Google Sheets to Returnless** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-returnless) - [ **Gmail to Returnless** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-returnless) - [ **Google Calendar to Returnless** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-returnless) - [ **Google Drive to Returnless** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-returnless) - [ **Mailchimp to Returnless** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-returnless) Questions ## LassoCRM and Returnless, 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 Returnless when something happens in LassoCRM? Any of Returnless's 16 actions, including Update return, Add note, Add Request and Approve a Request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Returnless to LassoCRM? Yes. When something happens in Returnless, your agent can act in LassoCRM too. This page covers both directions: Returnless's triggers and LassoCRM's actions are listed here as well. ### ### Do I have to build a connector for LassoCRM or Returnless? 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 Returnless 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.