Integration
Connect LassoCRM and thanks.io
When New Registrant fires in LassoCRM, your agent runs Lookup Address by Email in thanks.io, or New Order in thanks.io 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 thanks.io 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 thanks.io can do together
From LassoCRM to thanks.io
When New Registrant in LassoCRM
then Lookup Address by Email in thanks.io
When New Registrant in LassoCRM
then Add Recipient in thanks.io
From thanks.io to LassoCRM
When New Order in thanks.io
then Add Note to Registrant in LassoCRM
When Item Delivered in thanks.io
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 thanks.io
Triggers and actions 4 triggers · 15 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
Item DeliveredTriggers when a postcard, letter, notecard, or giftcard is delivered to a recipient.
Trigger
New OrderFires once for each new order placed in your thanks.io account.
Trigger
QR Code ScanTriggers when a QR Code on a postcard, letter, or notecard is scanned. This will also trigger when a giftcard is redeemed.
Action
Add RecipientAdds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.
Action
Delete RecipientDeletes a Recipient from Mailing List.
Action
Lookup Address by EmailReturns the mailing address on file for a recipient in a thanks.io mailing list, looked up by their email address. Returns an empty list of matches when no recipient in that list has the email.
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
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Questions
LassoCRM and thanks.io, 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 thanks.io when something happens in LassoCRM?
Any of thanks.io's 3 actions, including Add Recipient, Lookup Address by Email and Delete Recipient. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from thanks.io to LassoCRM?
Yes. When something happens in thanks.io, your agent can act in LassoCRM too. This page covers both directions: thanks.io's triggers and LassoCRM's actions are listed here as well.
Do I have to build a connector for LassoCRM or thanks.io?
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 thanks.io 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.