Connect LassoCRM to Synap

Both apps 22LassoCRM 13Synap 9

• 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.

• Action
  Add User to User Group

  Adds an existing user to a user group in Synap.

• Action
  Create Flag

  Plants a flag on a quiz question in Synap, optionally with a comment and the issue being reported.

• Action
  Generate User

  Generates a new user account with the given name and email and places it in a user group, optionally setting its password and custom attributes. Returns the generated account, or the background job when Synap finishes the work later.

• Action
  Get Attempt

  Returns one quiz or exam attempt, including its status, score, marks, grade and timing, and the records it links to such as the user and exam.

• Action
  Get User by ID

  Returns a Synap user by their ID, including their details, custom attribute values and links to related records.

• Action
  Invite User

  Sends an invitation by email to people who need a Synap account and adds them to the chosen user group. People who already have an account are added to the group straight away.

• Action
  Remove User From User Group

  Removes a user from a Synap user group. The user's account stays in place; only their membership of that group ends.

• Action
  Submit Attempt

  Submits a user's in-progress attempt in Synap, as if the user had finished and handed it in.

• Action
  Update User

  Updates an existing user's details, such as their name, email address, external ID, time zone, disabled status, groups and custom attributes.

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