--- title: "Connect LassoCRM and SightMill - APIANT.ai" description: "When \"New Registrant\" fires in LassoCRM, your agent runs \"Add phone contact\" in SightMill." canonical: "https://apiant.ai/connect/lassocrm-to-sightmill" --- # Connect LassoCRM and SightMill When **New Registrant** fires in [LassoCRM](https://apiant.ai/connections/lassocrm), your agent runs **Add phone contact** in [SightMill](https://apiant.ai/connections/sightmill), or **New Survey** in SightMill 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 SightMill **1** trigger SightMill **9** 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 SightMill 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 SightMill can do together ### From LassoCRM to SightMill - When **New Registrant** in LassoCRM then **Add phone contact** in SightMill - When **New Registrant** in LassoCRM then **Send Email Survey** in SightMill ### From SightMill to LassoCRM - When **New Survey** in SightMill then **Add Note to Registrant** in LassoCRM - When **New Survey** in SightMill 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 SightMill ## Triggers and actions 2 triggers · 21 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 **New Survey** Triggers when a new survey response is recorded in a SightMill project. - Action **Add phone contact** Adds a phone contact to a SightMill project so it can receive SMS surveys. - Action **Get email survey response** Returns one email survey's status, score, verbatim comment, respondent email and additional form answers by its Survey ID. - Action **Get SMS survey response** Returns one SMS survey by its ID, including its status, score, written comment, tags and the recipient's phone number. - Action **List contact groups** Returns the contact groups in a SightMill project for the chosen contact category, email or phone. - Action **List email contacts** Returns the email contacts in a SightMill project, optionally limited to one contact group. - Action **List phone contacts** Returns the phone contacts in a SightMill project, optionally limited to one contact group. - Action **List projects** Returns all active SightMill projects in the account, with each project's name, website and which survey channels are active. - Action **Send Email Survey** Sends a SightMill email survey to a single email address and returns the ID of the survey that was sent. - Action **Send SMS Survey** Sends a SightMill SMS survey to a single phone number and returns the ID of the survey that was sent. ## 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) - [ **SightMill** Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with...](https://apiant.ai/connections/sightmill) 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 SightMill - [ **HubSpot to SightMill** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sightmill) - [ **Salesforce to SightMill** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sightmill) - [ **Google Sheets to SightMill** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sightmill) - [ **Gmail to SightMill** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sightmill) - [ **Google Calendar to SightMill** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sightmill) - [ **Google Drive to SightMill** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sightmill) Questions ## LassoCRM and SightMill, 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 SightMill when something happens in LassoCRM? Any of SightMill's 9 actions, including Send Email Survey, Send SMS Survey, Add phone contact and Get email survey response. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SightMill to LassoCRM? Yes. When something happens in SightMill, your agent can act in LassoCRM too. This page covers both directions: SightMill's triggers and LassoCRM's actions are listed here as well. ### ### Do I have to build a connector for LassoCRM or SightMill? 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 SightMill 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.