Lasso CRM Integration

Real estate CRM for registrants, inventory, appointments, and new-home sales. Turn Lasso CRM record changes into automated workflows for sales and customer teams. Start with Watch Events, then connect actions such as Get a History Entry and Get a Plan Type to what happens next.

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Supported triggers and actions for Lasso CRM integration

Triggers can detect changes in Lasso CRM and run actions that can create, search or modify data inside Lasso CRM automatically [3] — exactly how you set them.

Watch EventsTriggers when a new event occurs.
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.
Search InventoriesSearches inventories by strata lot and inventory number.
Search RegistrantsSearches registrants by multiple criteria.
Update a Question AnswerUpdates a question answer with new information.
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.
Make an API CallPerforms an arbitrary authorized API call.
Reset an InventoryResets inventory items and deletes associated data.
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 RatingUpdates a registrant rating.
Update a RegistrantUpdates a registrant's information in the system.
Update a RelationshipUpdates a registrant relationship.
Update a Secondary SourceUpdates a registrant's secondary source type.
Update an AddressUpdates a registrant address.
Update an AppointmentUpdates an appointment in the system based on the provided details.
Update an EmailUpdates a registrant's email address in the system.
Update an Email Opted StatusUpdates the opted status for an email address.
Update an InventoryUpdates inventory details for a specified product or item.
Update an Inventory PlanUpdates plans for an inventory.
Update Assigned Sales RepsUpdates assigned sales representatives for a specific account or client.
Update Contact InformationUpdates all registrant contact information.
Update Inventory DatesUpdates inventory availability dates for a listing.
Update Inventory PricingUpdates inventory pricing information.
Update Inventory PurchasersUpdates inventory purchasers.
Update Source TypeUpdates a registrant source type.

How to integrate Lasso CRM in automation workflow?

3 simple steps to make your Lasso CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Lasso CRM in workflow

Pick Lasso CRM app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Lasso CRM

When prompted, authorize access to Lasso CRM in WEXTL once. Lasso CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Lasso CRM account. Approve?

STEP 3

Build a workflow

Build your workflow with Lasso CRM yourself or with WEXTL® AI Builder. Connect Lasso CRM to any available integrations [5], or use HTTP node to go beyond them.

Lasso CRM

How Lasso CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Lasso CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Lasso CRM supports.

Full Lasso CRM API documentation

The following table illustrates what fields Lasso CRM integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Lasso CRM is connected in WEXTL builder [4].

Field	Type	Help
API KeyRequired	password	API Key can be obtained from your business contact with Lasso Data Systems, or follow steps below. 1. On the Lasso home page, click on the Settings button to the right of Project Admin and select Integrations Configuration. 2. On the PROJECT TOKENS page, click Generate New API Token. 3. In the Vendor field, select Lasso API or Lasso Pro API. 4. This will add the project/vendor combination to the list. Click Show Key.

Connect Lasso CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Lasso CRM below. Click on selected app to explore integration options with Lasso CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Lasso CRM integration

Select Watch Events trigger from Lasso CRM - this will be a starting point in your automation. Whenever event happens in Lasso CRM, workflow will start [7] from Watch Events node.

Search for Add a Phone, connect it as the next step of integration sequence. You can use filters between Watch Events and Add a Phone, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Lasso CRM automation. All parts of workflow are visible on the canvas [4].

Lasso CRM on WEXTL has 67 modules for combining crm automations. Explore Lasso CRM documentation for more.

Video slide demonstrates how Watch Events and Add a Phone nodes are used in Lasso CRM workflow.

Video slide demonstrates how Watch Events and Add a Phone [6] nodes are used in Lasso CRM workflow.

Frequently asked questions

Common questions about automating Lasso CRM in your workflows.

Lasso CRM has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 66 actions, including "Get a History Entry", "Get a Plan Type", and "Get a Registrant", and more. Refer to our Lasso CRM Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Lasso CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Lasso CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Lasso CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Lasso CRM or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Lasso CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Lasso CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Lasso CRM integration.

Lasso CRM integration source code, module specs and credentials implementation.
Internal Lasso CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Lasso CRM vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Lasso CRM App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Lasso CRM Integration

Supported triggers and actions for Lasso CRM integration