STEP 1
Connect Endear and Lasso CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Endear and Lasso CRM Integration
Keep Endear and Lasso CRM in sync by integrating their events and actions. When crm events happen in Endear, update the Lasso CRM automatically - without any line of code in visual workflow builder.
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Learn about Endear and Lasso CRM
Detailed info you need to know about Endear and Lasso CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Endear to Lasso CRM
Set up your Endear and Lasso CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Endear and Lasso CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Endear and Lasso CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Endear and Lasso CRM work in WEXTL?
WEXTL exposes actions and triggers for Endear and Lasso CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Endear triggersLasso CRM actions
Endear modules
- Assign a Task to UsersAssigns a task to users.
- Cancel an Appointment Booking EventCancels an appointment booking event.
- Create a CustomerCreates a new customer.
- Create a NoteCreates a new note.
- Create a Note CommentAdds a comment to a note.
- Create a TaskCreates a new task.
- Create an Appointment Booking EventCreates an appointment booking event.
- Delete a Note CommentDeletes a comment from a note.
- Delete a TaskDeletes a task from the system.
- Get a ConversationRetrieves details for a specific conversation.
- Get a NoteRetrieves details for a specific note.
- Get a Note CommentRetrieves details for a specific comment.
- Get a StoryRetrieves details for a specific story.
- Get a TaskRetrieves details for a specific task.
- Get a TeamRetrieves details for a specific team.
- Get a UserRetrieves details for a specific user.
- List Appointment Booking PagesRetrieves a list of appointment booking pages.
- List Appointment Booking Pages by IDsRetrieves a list of appointment booking pages by IDs.
- List Appointment CalendarsRetrieves a list of appointment calendars.
- List Appointment CalendarsLists appointment calendars by IDs.
- List Appointment EventsLists appointment events by calendar event IDs.
- List Appointment TypesLists appointment types from the service.
- List Appointment TypesRetrieves a list of appointment types by IDs.
- List ConversationsRetrieves a list of conversations.
- List CustomersRetrieves a list of customers.
- List MessagesRetrieves messages associated with a conversation.
- List Messages by IDsRetrieves messages associated with a conversation by IDs.
- List Note CommentsRetrieves comments attached to notes.
- List NotesRetrieves a list of notes.
- List StoriesRetrieves stories shared within the organization.
- List TasksRetrieves a list of tasks.
- List TeamsRetrieves a list of teams.
- List UsersRetrieves a list of users.
- Make an API CallPerforms an arbitrary authorized API call.
- Request a Customer DeletionRequests the deletion of a customer from the service.
- Reschedule an Appointment Booking EventReschedules an appointment booking event.
- Unassign a Task from UsersUnassigns a task from specified users.
- Update a CustomerUpdates a customer in the system with new information.
- Update a NoteUpdates an existing note in the system.
- Update a Note CommentUpdates a comment attached to a note.
- Update a TaskUpdates a task in the service.
- Update a UserUpdates user information in a specified system or application.
- Watch Appointment Booking PagesTriggers when an appointment booking page is viewed or interacted with.
- Watch Appointment CalendarTriggers when an appointment is added or updated in the calendar.
- Watch Appointment TypesTriggers when appointment types are watched.
- Watch ConversationTriggers when a new conversation is created.
- Watch CustomersTriggers when a new customer is created.
- Watch MessagesTriggers when new messages are received.
- Watch Note CommentTriggers when a note comment is created.
- Watch NotesTriggers when a new note is created or an existing note is updated.
Lasso CRM modules
- Add a PhoneAdds a phone number to a registrant.
- Add an AddressAdds an address to a registrant.
- Add an EmailAdds an email to a registrant.
- Create a History EntryAdds a registrant history entry.
- Create a NoteAdds a note to a registrant.
- Create a Plan TypeCreates a new plan type.
- Create a Pricing RevisionCreates a pricing revision in the system.
- Create a RegistrantCreates a new registrant.
- Create a RelationshipCreates a registrant relationship.
- Create an AppointmentCreates a new appointment.
- Create an InventoryCreates a new inventory record in the system.
- Create Question AnswersSubmits answers to questions.
- Delete a NoteDeletes a registrant note.
- Delete a PhoneDeletes a registrant phone number.
- Delete a RelationshipDeletes a registrant relationship from the system.
- Delete an AddressDeletes a registrant address.
- Delete an AppointmentDeletes an appointment from the schedule.
- Delete an EmailDeletes a registrant's email from the system.
- Delete an InventoryDeletes an inventory entry from the system.
- Get a History EntryRetrieves a history entry.
- Get a Plan TypeRetrieves a plan type from the service.
- Get a RegistrantRetrieves extended registrant details.
- Get an AppointmentRetrieves appointment details.
- Get an InventoryRetrieves a single inventory.
- Get Assigned Sales RepsRetrieves assigned sales reps.
- Get Contact InformationRetrieves registrant contact information.
- Get Inventory DatesRetrieves inventory dates from the system.
- Get Inventory PlansRetrieves plans for an inventory.
- Get Inventory PricingRetrieves inventory pricing.
- Get Inventory PurchasersRetrieves a list of inventory purchasers.
- Get Opted StatusRetrieves the email opted status for a specific email address.
- Get Project SettingsRetrieves project settings information.
- List AppointmentsRetrieves registrant appointments.
- List InventoriesRetrieves all inventories.
- List Plan TypesRetrieves all inventory plan types.
- List Pricing RevisionsRetrieves pricing revisions for inventory.
- List Project AppointmentsRetrieves project appointments.
- List RegistrantsRetrieves registrants for a project.
- Make an API CallPerforms an arbitrary authorized API call.
- Reset an InventoryResets inventory items and deletes associated data.
- Search InventoriesSearches inventories by strata lot and inventory number.
- Search RegistrantsSearches registrants by multiple criteria.
- Send an Appointment EmailSends an appointment email confirmation.
- Sync InventorySynchronizes inventory data between systems or applications.
- Track Website ActivityTracks registrant website activity.
- Update a Follow-Up ProcessUpdates the registrant follow-up process for a specified event or user.
- Update a History EntryUpdates a history entry in the service with the provided details.
- Update a PhoneUpdates a registrant's phone number.
- Update a Plan TypeUpdates a plan type for a specific user or account.
- Update a Question AnswerUpdates a question answer with new information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Endear and Lasso CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Endear and Lasso CRM.
Connect your Endear and Lasso CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Endear's "Watch Appointment Booking Pages" fires, WEXTL can "Add a Phone" in Lasso CRM. Endear has 12 triggers (including Watch Appointment Booking Pages, Watch Appointment Calendar, and Watch Appointment Types); Lasso CRM has 66 actions (including Add a Phone, Add an Address, and Add an Email). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Endear-to-Lasso CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Endear (or Lasso CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Endear + Lasso CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Endear and Lasso CRM integration.
- Endear and Lasso CRM integration source code, module specs and credentials implementation.
- Our Endear and Lasso CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Endear and Lasso CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Endear integration information
- Lasso CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library