Integration
Connect LassoCRM and Targetprocess
When New Registrant fires in LassoCRM, your agent runs Create Task in Targetprocess, or New Bug in Targetprocess 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 Targetprocess 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Targetprocess can do together
From LassoCRM to Targetprocess
When New Registrant in LassoCRM
then Create Task in Targetprocess
When New Registrant in LassoCRM
then Create User Story in Targetprocess
From Targetprocess to LassoCRM
When New Bug in Targetprocess
then Add Note to Registrant in LassoCRM
When New Build in Targetprocess
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 Targetprocess
Triggers and actions 12 triggers · 20 actions
Trigger
New RegistrantTriggers when a new registrant (lead) is added to your Lasso project.
Action
Add Note to RegistrantAdds a free-text note to a registrant.
Action
Create a History ItemLogs a history item (email, phone call, appointment, visit) on a registrant's timeline.
Action
Create InventoryCreates an inventory item (unit) in your Lasso project.
Action
Create RegistrantCreates a new registrant (lead) in your Lasso project with their name, email and phone.
Action
Delete InventoryDeletes an inventory item from your Lasso project.
Action
Find RegistrantsFinds registrants matching a name, email, phone or external ID and returns the matches.
Action
Get InventoryReturns one inventory item (unit) with its status, plan and size.
Action
Get RegistrantReturns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.
Action
List InventoryReturns every inventory item (units, lots) in your Lasso project.
Action
Update and Append to a History ItemUpdates an existing history item on a registrant, such as its subject or full content.
Action
Update InventoryUpdates an inventory item's status, plan or size; fields left blank keep their current values.
Action
Update RegistrantUpdates a registrant's personal information such as name, company and contact preference.
Trigger
New BugTriggers when a new Bug is added in Targetprocess.
Trigger
New BuildTriggers when a new Build is added in Targetprocess.
Trigger
New CommentTriggers when a new Comment is added in Targetprocess.
Trigger
New FeatureTriggers when a new Feature is added in Targetprocess.
Trigger
New IterationTriggers when a new Iteration is added in Targetprocess.
Trigger
New ReleaseTriggers when a new Release is added in Targetprocess.
Trigger
New RequestTriggers when a new Request is added in Targetprocess.
Trigger
New TaskTriggers when a new Task is added in Targetprocess.
Trigger
New Team IterationTriggers when a new Team Iteration is added in Targetprocess.
Trigger
New TimeTriggers when a new Time record is added in Targetprocess.
Trigger
New User StoryTriggers when a new User Story is added in Targetprocess.
Action
Add Requester to RequestCreates a Requester and attaches them to an existing Request.
Action
Change StateChanges the workflow state of an existing entity.
Action
Create BugCreates a new Bug in a Targetprocess project.
Action
Create BuildCreates a Build in a Targetprocess project.
Action
Create FeatureCreates a Feature, a high-level requirement that groups User Stories.
Action
Create RequestCreates a Request (an idea, issue or question from users).
Action
Create TaskCreates a Task under an existing User Story.
Action
Create User StoryCreates a User Story in a project.
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 Targetprocess
HubSpot to TargetprocessHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TargetprocessSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TargetprocessSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TargetprocessGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TargetprocessGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TargetprocessGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
LassoCRM and Targetprocess, 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 Targetprocess when something happens in LassoCRM?
Any of Targetprocess's 8 actions, including Create Bug, Create Build, Create Feature and Create Request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Targetprocess to LassoCRM?
Yes. When something happens in Targetprocess, your agent can act in LassoCRM too. This page covers both directions: Targetprocess's triggers and LassoCRM's actions are listed here as well.
Do I have to build a connector for LassoCRM or Targetprocess?
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 Targetprocess 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.