Connect LassoCRM and SignNow

Both apps 29LassoCRM 13SignNow 16

• 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
  Document Deleted

  Triggers when a document has been deleted.

• Trigger
  Document Updated

  Triggers when a document has been updated.

• Trigger
  New Document

  Triggers when a document has been uploaded to SignNow.

• Action
  Add signing link

  Creates a single signing link (and QR code) for a SignNow document or template so anyone with the link can sign it.

• Action
  Add template

  Creates a template in SignNow from an existing document. The source document is flattened into a reusable template.

• Action
  Delete document

  Deletes a document from the SignNow account.

• Action
  Download document

  Downloads a SignNow document as a PDF, or as a zip that also includes its attachments.

• Action
  Get document

  Get a document by id.

• Action
  Invite to Sign

  Sends a free form invite to sign an existing SignNow document that has no fields; the signer can place their signature anywhere on the document.

• Action
  List documents

  Lists the documents in a SignNow folder (for example your Documents folder), with optional filtering by signing status or date and sorting.

• Action
  List signing links

  Lists the signing links created for a document or template.

• Action
  Merge documents

  Merges existing SignNow documents into one new document.

• Action
  Resend invite

  Resends the email invite to sign a document to a signer who has not yet signed.

• Action
  Update Document

  edits an existing document (e.g. adds or updates fields/texts), which fires the user.document.update event without sending an invite (avoids the daily invite limit).

• Action
  Upload Document

  Uploads a file to the SignNow account and returns the new document's ID.

• Action
  Upload Document & Extract Fields

  Uploads a .doc, .docx or .pdf file to SignNow and converts its text tags (and optionally its fillable PDF fields) into SignNow fields.

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