Integration
Connect LassoCRM and Smith.ai
When New Registrant fires in LassoCRM, your agent runs Call Someone (Outreach Campaign Only) in Smith.ai, or New Call in Smith.ai to Add Note to Registrant in LassoCRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want LassoCRM and Smith.ai to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What LassoCRM and Smith.ai can do together
From LassoCRM to Smith.ai
When New Registrant in LassoCRM
then Call Someone (Outreach Campaign Only) in Smith.ai
From Smith.ai to 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 Smith.ai
Triggers and actions 2 triggers · 14 actions
- New Registrant
Triggers when a new registrant (lead) is added to your Lasso project.
- Add Note to Registrant
Adds a free-text note to a registrant.
- Create a History Item
Logs a history item (email, phone call, appointment, visit) on a registrant's timeline.
- Create Inventory
Creates an inventory item (unit) in your Lasso project.
- Create Registrant
Creates a new registrant (lead) in your Lasso project with their name, email and phone.
- Delete Inventory
Deletes an inventory item from your Lasso project.
- Find Registrants
Finds registrants matching a name, email, phone or external ID and returns the matches.
- Get Inventory
Returns one inventory item (unit) with its status, plan and size.
- Get Registrant
Returns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.
- List Inventory
Returns every inventory item (units, lots) in your Lasso project.
- Update and Append to a History Item
Updates an existing history item on a registrant, such as its subject or full content.
- Update Inventory
Updates an inventory item's status, plan or size; fields left blank keep their current values.
- Update Registrant
Updates a registrant's personal information such as name, company and contact preference.
- New Call
Triggers when Smith.ai creates a new call summary (checks the most recent 10 calls from the past week).
- Call Someone (Outreach Campaign Only)
Adds a person to a Smith.ai Outreach Campaign so they are called on the campaign's schedule (Outreach Campaign plans only).
- Call Someone (Virtual Receptionist)
Asks a Smith.ai receptionist to place an outbound call to a person, with your instructions for the call.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from LassoCRM
LassoCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
LassoCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
LassoCRM to MailchimpMailchimp marketing automation and email platform.
LassoCRM to StripeStripe is a payment processing platform for online businesses.
LassoCRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
LassoCRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Smith.ai
HubSpot to Smith.aiHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Smith.aiGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Smith.aiGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Smith.aiGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
LassoCRM and Smith.ai, 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 Smith.ai when something happens in LassoCRM?
Any of Smith.ai's 2 actions, including Call Someone (Outreach Campaign Only) and Call Someone (Virtual Receptionist). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Smith.ai to LassoCRM?
Yes. When something happens in Smith.ai, your agent can act in LassoCRM too. This page covers both directions: Smith.ai's triggers and LassoCRM's actions are listed here as well.
Do I have to build a connector for LassoCRM or Smith.ai?
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 Smith.ai 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.