Connect LassoCRM to Trestle

Both apps 20LassoCRM 13Trestle 7

• 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
  Address Validation

  Validates and USPS-normalizes a US street address and returns its validity, normalized components, ZIP+4 and latitude/longitude.

• Action
  Identify caller

  Looks up a phone number and returns its validity, line type and carrier, plus the top-ranked owner and that owner's current address.

• Action
  Phone Validation

  Validates a phone number and provides phone metadata, such as carrier name, line type (landline, mobile, non-fixed VoIP, etc.), is the phone prepaid, etc.

• Action
  Real Contact

  Verifies and grades a lead's contact information across name, phone, email, address and IP address, returning A–F contact grades, phone activity score, name-match results and IP trust signals.

• Action
  Reverse Address

  Validates a US street address and returns everyone currently living at it, with demographics, historical addresses and associated people for each resident.

• Action
  Reverse Phone

  Validates a phone number and returns all potential owners with demographics, current addresses, alternate phones and emails.

• Action
  Smart CNAM

  Validates a phone number and returns the top person or business name associated with it (caller name lookup).

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