Connect LassoCRM and TimeKeeper

Both apps 30LassoCRM 13TimeKeeper 17

• 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
  Employee Clock In

  Triggers when an employee clocks in, returning the new time entry with its employee, job, activity and start time.

• Trigger
  Employee Clock Out

  Triggers when an employee clocks out, delivering the completed time entry with its start and end times, duration, job and activity.

• Trigger
  Leave Request Approved

  Triggers when a leave request is approved in TimeKeeper, for leave falling between 30 days ago and 59 days ahead.

• Trigger
  Who's In

  Triggers when an employee appears on the Who's In list, i.e. each time someone clocks in, with their location, last job and clock-in time.

• Action
  Add activity

  Creates a new activity in TimeKeeper that employees can log time against.

• Action
  Add a Job

  Creates a new job in TimeKeeper with a name and optional job number and address.

• Action
  Get employee timesheet

  Returns an employee's timesheet for a date range, including total regular, overtime and leave hours plus each day's time entries and leave.

• Action
  Get job breakdown report

  Generates a breakdown report for one TimeKeeper job over a date range of up to 60 days.

• Action
  List activities

  Returns every activity set up in your TimeKeeper account, with each activity's name and number.

• Action
  List employees

  Returns the employees in your TimeKeeper account, including archived ones, with their contact details, job title, teams and working locations.

• Action
  List jobs

  Returns every job in your TimeKeeper account, with each job's name, job number, completion status and id.

• Action
  List leave entries

  Returns employee leave entries (annual leave and other leave types) within a date range of up to 30 days, optionally for one employee or one leave type. Public holidays are not included.

• Action
  List leave requests

  Returns the leave requests in your TimeKeeper account for a date range of up to 90 days, optionally filtered by status, leave type or employee. Returns open requests unless another status is chosen.

• Action
  List shifts

  Returns the draft, open and published shifts scheduled in a date range of up to 90 days, optionally for one employee. Shift times are in UTC.

• Action
  List time entries

  Returns the time entries recorded in your TimeKeeper account for a date range of up to 90 days, optionally narrowed to one employee, job or activity.

• Action
  Update activity

  Updates the name and activity number of an existing activity in TimeKeeper.

• Action
  Update a Job

  Updates an existing job in TimeKeeper, changing its name, job number, address or address coordinates.

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