STEP 1
Connect folk 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.
folk and Lasso CRM Integration
Keep folk and Lasso CRM in sync by integrating their events and actions. When crm events happen in folk, update the Lasso CRM automatically - without any line of code in visual workflow builder.
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Learn about folk and Lasso CRM
Detailed info you need to know about folk and Lasso CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect folk to Lasso CRM
Set up your folk and Lasso CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected folk 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 folk and Lasso CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between folk and Lasso CRM work in WEXTL?
WEXTL exposes actions and triggers for folk 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.
folk triggersLasso CRM actions
folk modules
- Add a Group MemberAdds a member to a group.
- Create a CompanyCreates a company in the workspace.
- Create a GroupCreates a group in the workspace.
- Create a Group Custom FieldCreates a custom field on a group.
- Create a NoteCreates a note on a person, company, or object.
- Create a PersonCreates a person in the workspace.
- Create a ReminderCreates a reminder on a record.
- Create a TaskCreates a task on a record.
- Create an InteractionLogs an interaction with a person or a company.
- Create an ObjectCreates an object in a group.
- Create People in BatchCreates several people in one request.
- Delete a CompanyDeletes a company from the workspace.
- Delete a NoteDeletes a note.
- Delete a PersonDeletes a person from the workspace.
- Delete a ReminderDeletes a reminder.
- Delete a TaskDeletes a task.
- Delete an InteractionDeletes a logged interaction.
- Delete an ObjectDeletes an object from a group.
- Delete Companies in BatchDeletes several companies in one request.
- Delete Objects in BatchDeletes several objects of one type in one request.
- Delete People in BatchDeletes several people in one request.
- Get a CompanyReturns a single company.
- Get a Group Custom FieldReturns a single custom field.
- Get a NoteReturns a single note.
- Get a PersonReturns a single person.
- Get a ReminderReturns a single reminder.
- Get a TaskReturns a single task.
- Get a UserReturns a single workspace user.
- Get an InteractionReturns a single interaction.
- Get an ObjectReturns a single object.
- Get the Current UserReturns the user for this API key.
- List CompaniesRetrieves a list of companies.
- List Group Custom FieldsRetrieves the custom fields for one entity type in a group.
- List Group MembersRetrieves the members of a group.
- List GroupsRetrieves a list of groups.
- List NotesRetrieves a list of notes.
- List ObjectsRetrieves the objects of one type in a group.
- List Past InteractionsRetrieves past interactions for one record.
- List PeopleRetrieves a list of people.
- List RemindersRetrieves a list of reminders.
- List TasksRetrieves a list of tasks.
- List Upcoming InteractionsRetrieves upcoming interactions for one record.
- List UsersRetrieves the users in the workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Task as DoneRecords a task as finished.
- Mark a Task as to DoReturns a finished task to the to-do list.
- Remove a Group MemberRemoves a member from a group.
- Update a CompanyUpdates a company in the workspace.
- Update a GroupUpdates a group's name or visibility.
- Update a Group Custom FieldUpdates a custom field on a group.
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 folk 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 folk and Lasso CRM.
Connect your folk 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 folk's "Watch Company Created" fires, WEXTL can "Add a Phone" in Lasso CRM. folk has 19 triggers (including Watch Company Created, Watch Company Deleted, and Watch Company Groups Updated); 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. folk-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 folk (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 folk + 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 folk and Lasso CRM integration.
- folk and Lasso CRM integration source code, module specs and credentials implementation.
- Our folk and Lasso CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for folk 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.
- folk integration information
- Lasso CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library