Requirements
Lasso CRM requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your Lasso CRM credentials
- API KeypasswordRequired
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.
[1]
Connect Lasso CRM in WEXTL
- Log in to your WEXTL account, add the Lasso CRM node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Lasso CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Lasso CRM node modules
The list below is a reference of every Lasso CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Lasso CRM node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch EventsTrigger
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
| Email address | |
| Name | text |
| Date created | date |
Get a History EntryAction
Get a Plan TypeAction
Get a RegistrantAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Website tracking | object |
| Domain account ID | text |
| Guid | text |
| Exclude from traffic | boolean |
| Registration date | text |
| External ID | text |
| External duplicate ids | array |
| Person | object |
| Personal ID | number |
| Name title | text |
| First name | text |
| Last name | text |
| Company | text |
| Contact preference | text |
| Gender | text |
| Nickname | text |
| Birthday | text |
| Ssn sin | text |
| Rating | object |
| Rating | text |
| Source type | object |
| Source type | text |
| Secondary source type | object |
| Secondary source type | text |
| Follow up process | object |
| Follow up process ID | number |
| Follow up process | text |
| Assigned sales reps | array |
| Questions | array |
| Registrant ID | number |
| Project | object |
| Name | text |
| Project ID | number |
| Emails | array |
| Phones | array |
| Addresses | array |
| History | array |
4other output fields
Get an AppointmentAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Name | text |
| Description | text |
| Details | text |
| Start time | date |
| End time | date |
| Location | text |
| Is public | boolean |
| Status | text |
| Appointment ID | text |
| Scheduled sms reminders | array |
| Created by | object |
| First name | text |
| Last name | text |
| User ID | number |
| links | object |
| Self | text |
| Update | text |
| Delete | text |
Get an InventoryAction
Input fields[3]
| Field | Type |
|---|---|
Inventory IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Status overwrite | text |
| Plan | text |
| Square footage | number |
| Patio square footage | number |
| Color scheme | text |
| Maintenance fee | text |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | text |
| Dates | object |
| Contract | date |
| Acceptance | date |
| Completion | date |
| Release | date |
| Possession | date |
| Occupancy | date |
| Send to lawyer | date |
| Adjustment | date |
| links | object |
| Pricing | object |
| Initial price | text |
| Adjusted gross price | text |
| Off the top discount | text |
| In lieu of incentive | text |
| Credit | text |
| links | object |
| links | object |
| Self | text |
| Delete | text |
| Inventory ID | number |
| Component | object |
| Name | text |
| Component ID | number |
| Project | object |
| Name | text |
| Project ID | number |
14other output fields
Get Assigned Sales RepsSearch
Get Contact InformationAction
Get Inventory DatesAction
Get Inventory PlansAction
Get Inventory PricingAction
Get Inventory PurchasersSearch
Get Opted StatusAction
Get Project SettingsAction
Output fields[3]
| Field | Type |
|---|---|
| Project | object |
| Name | text |
| Project ID | number |
| Website tracking | array |
| Rotations | array |
| Sales reps | array |
| Source types | array |
| Secondary source types | array |
| Ratings | array |
| Follow up processes | array |
| Questions | array |
| Auto reply templates | array |
List AppointmentsSearch
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Name | text |
| Description | text |
| Details | text |
| Start time | date |
| End time | date |
| Location | text |
| Is public | boolean |
| Status | text |
| Appointment ID | text |
| Scheduled sms reminders | array |
| Created by | object |
| First name | text |
| Last name | text |
| User ID | number |
| links | object |
| Self | text |
| Update | text |
| Delete | text |
List InventoriesSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Status overwrite | text |
| Plan | text |
| Square footage | number |
| Patio square footage | number |
| Color scheme | text |
| Maintenance fee | text |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | text |
| Dates | object |
| Contract | text |
| Acceptance | text |
| Completion | text |
| Release | text |
| Possession | text |
| Occupancy | text |
| Send to lawyer | text |
| Adjustment | text |
| links | object |
| Pricing | object |
| Initial price | text |
| Adjusted gross price | text |
| Off the top discount | text |
| In lieu of incentive | text |
| Credit | text |
| links | object |
| links | object |
| Self | text |
| Delete | text |
| Inventory ID | number |
| Component | object |
| Name | text |
| Component ID | number |
| Project | object |
| Name | text |
| Project ID | number |
2other output fields
List Plan TypesSearch
List Pricing RevisionsSearch
List Project AppointmentsSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Name | text |
| Description | text |
| Details | text |
| Start time | date |
| End time | date |
| Location | text |
| Is public | boolean |
| Status | text |
| Appointment ID | text |
| Owner | object |
| First name | text |
| Last name | text |
| User ID | number |
| Registrant | object |
| Registrant ID | text |
| Person | object |
| Project | object |
| Emails | array |
| Phones | array |
| Addresses | array |
| Assigned sales reps | array |
| links | object |
List RegistrantsSearch
Input fields[3]
| Field | Type |
|---|---|
| Rating | text |
| Last Modified After | date |
| Last Modified Before | date |
| Registered After | date |
| Registered Before | date |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Website tracking | object |
| Domain account ID | text |
| Guid | text |
| Exclude from traffic | boolean |
| Registration date | text |
| External ID | text |
| External duplicate ids | array |
| Person | object |
| Personal ID | number |
| Name title | text |
| First name | text |
| Last name | text |
| Company | text |
| Contact preference | text |
| Gender | text |
| Nickname | text |
| Birthday | text |
| Ssn sin | text |
| Rating | object |
| Rating | text |
| Source type | object |
| Source type | text |
| Secondary source type | object |
| Secondary source type | text |
| Follow up process | object |
| Follow up process ID | number |
| Follow up process | text |
| Assigned sales reps | array |
| Questions | array |
| Registrant ID | number |
| Project | object |
| Name | text |
| Project ID | number |
| Emails | array |
| Phones | array |
| Addresses | array |
| History | array |
4other output fields
Search InventoriesSearch
Input fields[3]
| Field | Type |
|---|---|
| Strata Lot | text |
| Inventory Number | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Status overwrite | text |
| Plan | text |
| Square footage | number |
| Patio square footage | number |
| Color scheme | text |
| Maintenance fee | text |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | text |
| Dates | object |
| Contract | text |
| Acceptance | text |
| Completion | text |
| Release | text |
| Possession | text |
| Occupancy | text |
| Send to lawyer | text |
| Adjustment | text |
| links | object |
| Pricing | object |
| Initial price | text |
| Adjusted gross price | text |
| Off the top discount | text |
| In lieu of incentive | text |
| Credit | text |
| links | object |
| links | object |
| Self | text |
| Delete | text |
| Inventory ID | number |
| Component | object |
| Name | text |
| Component ID | number |
| Project | object |
| Name | text |
| Project ID | number |
2other output fields
Search RegistrantsSearch
Input fields[3]
| Field | Type |
|---|---|
| Last Modified | date |
| Registered After | date |
| Registered Before | date |
| Rating | text |
| Phone | text |
| Nickname | text |
| Name | text |
| Fuzzy | boolean |
| External ID | text |
| Smart Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Registrant ID | number |
| Personal ID | number |
| First name | text |
| Last name | text |
| text | |
| Address | text |
| Phone | text |
| links | object |
| Self | text |
Update a Question AnswerSearch
Add a PhoneAction
Add an AddressAction
Add an EmailAction
Create a History EntryAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
TypeRequired | choice |
| Type ID | text |
| Subject | text |
| Date | date |
| Created By | object |
| First Name | text |
| Last Name | text |
| User ID | text |
| Body | text |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Type ID | number |
| Subject | text |
| Date | date |
| Created by | object |
| First name | text |
| Last name | text |
| User ID | number |
| links | object |
| Self | text |
| History ID | number |
| Body | text |
Create a NoteAction
Create a Plan TypeAction
Create a Pricing RevisionAction
Create a RegistrantAction
Input fields[3]
| Field | Type |
|---|---|
| Website Tracking | object |
| Domain Account ID | text |
| GUID | text |
| Exclude from Traffic | boolean |
| Registration Date | date |
| External ID | text |
| External Duplicate IDs | array |
| Person | object |
First NameRequired | text |
Last NameRequired | text |
| Personal ID | text |
| Name Title | text |
| Company | text |
| Contact Preference | choice |
| Gender | choice |
| Nickname | text |
| Birthday | text |
| SSN/SIN | text |
| Rating | object |
| Rating | text |
| Source Type | object |
| Source Type | text |
| Secondary Source Type | object |
| Secondary Source Type | text |
| Follow-up Process | object |
| Follow Up Process ID | text |
| Follow Up Process | text |
| Assigned Sales Reps | array |
| Questions | array |
| Emails | array |
| Phones | array |
| Addresses | array |
| History | array |
| Notes | array |
| Send Sales Rep Assignment Notification | boolean |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
| Registrant ID | number |
| Messages | array |
| links | object |
| Self | text |
| Update | text |
Create a RelationshipAction
Create an AppointmentAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
NameRequired | text |
Start TimeRequired | date |
End TimeRequired | date |
| Description | text |
| Details | text |
| Location | text |
| Is Public | boolean |
| Status | choice |
| Send Email Confirmation | array |
| Scheduled SMS Reminders | array |
| Created By | object |
| First Name | text |
| Last Name | text |
| User ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Name | text |
| Description | text |
| Details | text |
| Start time | text |
| End time | text |
| Location | text |
| Is public | boolean |
| Status | text |
| Appointment ID | text |
| Scheduled sms reminders | array |
| Created by | object |
| First name | text |
| Last name | text |
| User ID | number |
| links | object |
| Self | text |
| Update | text |
| Delete | text |
Create an InventoryAction
Input fields[3]
| Field | Type |
|---|---|
Strata LotRequired | text |
Inventory NumberRequired | text |
| Status Overwrite | choice |
| Plan | text |
| Square Footage | number |
| Patio Square Footage | number |
| Color Scheme | text |
| Maintenance Fee | number |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | choice |
| Dates | object |
| Contract | date |
| Acceptance | date |
| Completion | date |
| Release | date |
| Possession | date |
| Occupancy | date |
| Send to Lawyer | date |
| Adjustment | date |
| Component | object |
| Component Name | text |
| Component ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Status overwrite | text |
| Plan | text |
| Square footage | number |
| Patio square footage | number |
| Color scheme | text |
| Maintenance fee | text |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | text |
| Dates | object |
| Contract | date |
| Acceptance | date |
| Completion | date |
| Release | date |
| Possession | date |
| Occupancy | date |
| Send to lawyer | date |
| Adjustment | date |
| links | object |
| Pricing | object |
| Initial price | text |
| Adjusted gross price | text |
| Off the top discount | text |
| In lieu of incentive | text |
| Credit | text |
| links | object |
| links | object |
| Self | text |
| Delete | text |
| Inventory ID | number |
| Component | object |
| Name | text |
| Component ID | number |
| Project | object |
| Name | text |
| Project ID | number |
2other output fields
Create Question AnswersAction
Delete a NoteAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Note IDRequired | text |
Delete a PhoneAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Phone IDRequired | number |
Delete a RelationshipAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Relationship IDRequired | text |
Delete an AddressAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Address IDRequired | text |
Delete an AppointmentAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Delete an EmailAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Email IDRequired | text |
Delete an InventoryAction
Input fields[3]
| Field | Type |
|---|---|
Inventory IDRequired | choice |
Make an API Calluniversal
Reset an InventoryAction
Input fields[3]
| Field | Type |
|---|---|
Inventory IDRequired | choice |
Send an Appointment EmailAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
| Appointment Confirmation Recipient | array |
Sync InventoryAction
Input fields[3]
| Field | Type |
|---|---|
Inventory IDRequired | choice |
| Status Overwrite | choice |
| Plan | text |
| Square Footage | number |
| Patio Square Footage | number |
| Color Scheme | text |
| Maintenance Fee | number |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | choice |
| Dates | object |
| Contract Date | date |
| Acceptance Date | date |
| Completion Date | date |
| Release Date | date |
| Possession Date | date |
| Occupancy Date | date |
| Send To Lawyer Date | date |
| Adjustment Date | date |
| Pricing | object |
| Revisions | array |
| Notes | array |
| Subjects | array |
8other input fields
Output fields[3]
| Field | Type |
|---|---|
| Status overwrite | text |
| Plan | text |
| Square footage | number |
| Patio square footage | number |
| Color scheme | text |
| Maintenance fee | text |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | text |
| Dates | object |
| Contract | date |
| Acceptance | date |
| Completion | date |
| Release | date |
| Possession | date |
| Occupancy | date |
| Send to lawyer | date |
| Adjustment | date |
| links | object |
| Pricing | object |
| Initial price | text |
| Adjusted gross price | text |
| Off the top discount | text |
| In lieu of incentive | text |
| Credit | text |
| links | object |
| links | object |
| Self | text |
| Delete | text |
| Inventory ID | number |
| Component | object |
| Name | text |
| Component ID | number |
| Project | object |
| Name | text |
| Project ID | number |
14other output fields
Track Website ActivityAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
Domain Account IDRequired | text |
GUIDRequired | text |
Update a Follow-Up ProcessAction
Update a History EntryAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
History IDRequired | text |
Type IDRequired | text |
TypeRequired | choice |
| Subject | text |
| Date | date |
| Created By | object |
| User ID | text |
| First Name | text |
| Last Name | text |
| Links | object |
| Self | text |
| Body | text |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Type ID | number |
| Subject | text |
| Date | text |
| Created by | object |
| First name | text |
| Last name | text |
| User ID | number |
| links | object |
| Self | text |
| History ID | number |
| Body | text |
Update a PhoneAction
Update a Plan TypeAction
Update a RatingAction
Update a RegistrantAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
First NameRequired | text |
Last NameRequired | text |
| Personal ID | text |
| Name Title | text |
| Company | text |
| Contact Preference | choice |
| Gender | choice |
| Nickname | text |
| Birthday | text |
| SSN/SIN | text |
Output fields[3]
| Field | Type |
|---|---|
| Website tracking | object |
| Domain account ID | text |
| Guid | text |
| Exclude from traffic | boolean |
| Registration date | text |
| External ID | text |
| External duplicate ids | array |
| Person | object |
| Personal ID | number |
| Name title | text |
| First name | text |
| Last name | text |
| Company | text |
| Contact preference | text |
| Gender | text |
| Nickname | text |
| Birthday | text |
| Ssn sin | text |
| Rating | object |
| Rating | text |
| Source type | object |
| Source type | text |
| Secondary source type | object |
| Secondary source type | text |
| Follow up process | object |
| Follow up process ID | number |
| Follow up process | text |
| Assigned sales reps | array |
| Questions | array |
| Registrant ID | number |
| Project | object |
| Name | text |
| Project ID | number |
| Emails | array |
| Phones | array |
| Addresses | array |
| History | array |
4other output fields
Update a RelationshipAction
Update a Secondary SourceAction
Update an AddressAction
Update an AppointmentAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
NameRequired | text |
Start TimeRequired | date |
End TimeRequired | date |
| Description | text |
| Details | text |
| Location | text |
| Is Public | boolean |
| Status | choice |
| Scheduled SMS Reminders | array |
| Created By | object |
| First Name | text |
| Last Name | text |
| User ID | text |
Output fields[3]
| Field | Type |
|---|---|
| Name | text |
| Description | text |
| Details | text |
| Start time | date |
| End time | date |
| Location | text |
| Is public | boolean |
| Status | text |
| Appointment ID | text |
| Scheduled sms reminders | array |
| Created by | object |
| First name | text |
| Last name | text |
| User ID | number |
| links | object |
| Self | text |
| Update | text |
| Delete | text |
Update an EmailAction
Update an Email Opted StatusAction
Update an InventoryAction
Input fields[3]
| Field | Type |
|---|---|
Inventory IDRequired | choice |
| Status Overwrite | choice |
| Plan | text |
| Square Footage | number |
| Patio Square Footage | number |
| Color Scheme | text |
| Maintenance Fee | number |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | choice |
| Dates | object |
| Contract Date | date |
| Acceptance Date | date |
| Completion Date | date |
| Release Date | date |
| Possession Date | date |
| Occupancy Date | date |
| Send to Lawyer Date | date |
| Adjustment Date | date |
| Strata Lot | text |
| Inventory Number | text |
Output fields[3]
| Field | Type |
|---|---|
| Status overwrite | text |
| Plan | text |
| Square footage | number |
| Patio square footage | number |
| Color scheme | text |
| Maintenance fee | text |
| Floor | number |
| Bedrooms | text |
| Bathrooms | text |
| Direction | text |
| Exposure | text |
| Definition | text |
| Dates | object |
| Contract | date |
| Acceptance | date |
| Completion | date |
| Release | date |
| Possession | date |
| Occupancy | date |
| Send to lawyer | date |
| Adjustment | text |
| links | object |
| Pricing | object |
| Initial price | text |
| Adjusted gross price | text |
| Off the top discount | text |
| In lieu of incentive | text |
| Credit | text |
| links | object |
| links | object |
| Self | text |
| Delete | text |
| Inventory ID | number |
| Component | object |
| Name | text |
| Component ID | number |
| Project | object |
| Name | text |
| Project ID | number |
2other output fields
Update an Inventory PlanAction
Update Assigned Sales RepsAction
Update Contact InformationAction
Input fields[3]
| Field | Type |
|---|---|
Registrant IDRequired | choice |
First NameRequired | text |
Last NameRequired | text |
| Personal ID | text |
| Name Title | text |
| Company | text |
| Contact Preference | choice |
| Gender | choice |
| Nickname | text |
| Birthday | text |
| Emails | array |
| Phones | array |
| Addresses | array |
Output fields[3]
| Field | Type |
|---|---|
| Personal ID | number |
| Name title | text |
| First name | text |
| Last name | text |
| Company | text |
| Contact preference | text |
| Gender | text |
| Nickname | text |
| Birthday | text |
| Emails | array |
| Phones | array |
| Addresses | array |
Update Inventory DatesAction
Input fields[3]
| Field | Type |
|---|---|
Inventory IDRequired | choice |
| Contract Date | date |
| Acceptance Date | date |
| Completion Date | date |
| Release Date | date |
| Possession Date | date |
| Occupancy Date | date |
| Send To Lawyer Date | date |
| Adjustment Date | date |
Output fields[3]
| Field | Type |
|---|---|
| Contract | date |
| Acceptance | date |
| Completion | date |
| Release | date |
| Possession | date |
| Occupancy | date |
| Send to lawyer | text |
| Adjustment | text |
| links | object |
| Self | text |
| Update | text |
Update Inventory PricingAction
Input fields[3]
| Field | Type |
|---|---|
Inventory IDRequired | choice |
Initial PriceRequired | number |
| Adjusted Gross Price | number |
| Off the Top Discount | number |
| In Lieu Of Incentive | number |
| Credit | number |
Output fields[3]
| Field | Type |
|---|---|
| Initial price | text |
| Adjusted gross price | text |
| Off the top discount | text |
| In lieu of incentive | text |
| Credit | text |
| links | object |
| Self | text |
| Update | text |
Update Inventory PurchasersAction
Templates
Look for Lasso CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Breakcold CRM[2]Lightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
- Agile CRMManage contacts, companies, and deals in Agile CRM.
- AffinityRelationship intelligence CRM for deal flow, people, and organizations.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
References
- WEXTL® Lasso CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Lasso CRM.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:11