What actions can I run in Lasso CRM?

66 actions are available, including "Get a History Entry", "Get an Appointment", and "Get an Inventory", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Lasso CRM Integrations

Real estate CRM for registrants, inventory, appointments, and new-home sales. When Lasso CRM records change, notify teams, update sheets, or kick off follow-ups.

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Watch EventsTriggers when a new event occurs.
Get a History EntryRetrieves a history entry.
Get an AppointmentRetrieves appointment details.
Get an InventoryRetrieves a single inventory.
Get a Plan TypeRetrieves a plan type from the service.
Get a RegistrantRetrieves extended registrant details.
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 an AddressAdds an address to a registrant.
Add an EmailAdds an email to a registrant.
Add a PhoneAdds a phone number to a registrant.
Create a History EntryAdds a registrant history entry.
Create an AppointmentCreates a new appointment.
Create an InventoryCreates a new inventory record in the system.
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 Question AnswersSubmits answers to questions.
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.
Delete a NoteDeletes a registrant note.
Delete a PhoneDeletes a registrant phone number.
Delete a RelationshipDeletes a registrant relationship 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 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 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 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.

When to use Lasso CRM

Common scenarios where Lasso CRM automation saves time and reduces manual work.

React to "Watch Events" in Lasso CRM in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get an Appointment" as an automated action in Lasso CRM so records stay consistent whenever something changes elsewhere in your stack.
Include "Get an Appointment" from Lasso CRM in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Lasso CRM to WEXTL®

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.

Use in workflow automation

Start from Lasso CRM’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add an Address as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 67 ready-made steps for CRM work, and every run records what went in and what came back.

Lasso CRM workflow on the canvas: Watch Events then Add an Address

Frequently asked questions

Common questions about automating Lasso CRM in your workflows.

Lasso CRM has 1 trigger, including "Watch Events". Use them to start workflows the moment Lasso CRM events fire — no polling required.

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.

Use in workflow automation

Start from Lasso CRM’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add an Address as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 67 ready-made steps for CRM work, and every run records what went in and what came back.

Lasso CRM Integrations

When to use Lasso CRM

How to connect

Use in workflow automation

Frequently asked questions

Lasso CRM Integrations

When to use Lasso CRM

How to connect

Connect Lasso CRM to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Lasso CRM to any app in workflows

Connect Lasso CRM to any app in workflows

Connect Lasso CRM to any app in workflows

Lasso CRM Integrations

Lasso CRM triggers and actions

When to use Lasso CRM

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Lasso CRM support?

What actions can I run in Lasso CRM?

Do I need to write code to automate this?

Is the integration secure?

Lasso CRM Integrations

Lasso CRM triggers and actions

When to use Lasso CRM

How to connect

Connect Lasso CRM to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Lasso CRM support?

What actions can I run in Lasso CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Lasso CRM to any app in workflows

Connect Lasso CRM to any app in workflows

Connect Lasso CRM to any app in workflows