Connect LassoCRM to Valyu

Both apps 23LassoCRM 13Valyu 10

• 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 deep research task

  Create a new asynchronous DeepResearch task.

• Action
  Delete deep research task

  Permanently deletes a DeepResearch task and its associated data (output, sources, PDF, images). Running or queued tasks must be cancelled first.

• Action
  Find content by query

  Returns up to 20 results (web pages, papers, news, proprietary datasets) that match the specified search query, with extracted content.

• Action
  Find datasources by criteria

  Finds Valyu datasources matching a natural-language description, ranked best-first by relevance.

• Action
  Generate answer

  Answers a question with an AI-written, cited response grounded in real-time search across web, academic, financial and proprietary sources.

• Action
  Get deep research task

  Retrieve the current status, progress and results of a Valyu DeepResearch task.

• Action
  List datasource categories

  Lists all Valyu datasource categories (such as research, healthcare, markets), which can be used to filter the datasources list.

• Action
  List datasources

  Lists the data sources available through Valyu's search API, optionally filtered by category.

• Action
  List deep research tasks

  Lists the DeepResearch tasks created with the connected API key, with each task's id, query, status, creation time and public flag.

• Action
  Update deep research task

  Adds a follow-up instruction to a running DeepResearch task to steer its research. Only accepted before the writing phase begins.

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