Lasso CRM
Lasso CRM empowers home builders and real estate teams by organizing leads, managing sales workflows, and enhancing customer relationships. Streamline operations with modules to add, update, or delete registrant info, manage appointments, track inventories, and much more. Perfect for boosting your real estate management efficiency.
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Make.comAvailable Module Types
- All Modules (67)
- Action
- Search
- Universal
- Instant Trigger (webhook)
Lasso CRM API Integration for Make.com
Create custom Lasso CRM automation workflows by using triggers, actions, and search modules listed below.
Action
Add an Address
Adds an address to a registrant.
Action
Add an Email
Adds an email to a registrant.
Action
Add a Phone
Adds a phone number to a registrant.
Action
Create an Appointment
Creates a new appointment.
Action
Create an Inventory
Creates a new inventory record in the system.
Action
Create a Note
Adds a note to a registrant.
Action
Create a Plan Type
Creates a new plan type.
Action
Create a Pricing Revision
Creates a pricing revision in the system.
Action
Create a Registrant
Creates a new registrant.
Action
Create a Relationship
Creates a registrant relationship.
Action
Create a History Entry
Adds a registrant history entry.
Action
Create Question Answers
Submits answers to questions.
Action
Delete an Address
Deletes a registrant address.
Action
Delete an Appointment
Deletes an appointment from the schedule.
Action
Delete an Email
Deletes a registrant's email from the system.
Action
Delete an Inventory
Deletes an inventory entry from the system.
Action
Delete a Note
Deletes a registrant note.
Action
Delete a Phone
Deletes a registrant phone number.
Action
Delete a Relationship
Deletes a registrant relationship from the system.
Action
Get a History Entry
Retrieves a history entry.
Action
Get an Appointment
Retrieves appointment details.
Action
Get an Inventory
Retrieves a single inventory.
Action
Get Inventory Dates
Retrieves inventory dates from the system.
Action
Get Inventory Plans
Retrieves plans for an inventory.
Action
Get Inventory Pricing
Retrieves inventory pricing.
Search
Get Inventory Purchasers
Retrieves a list of inventory purchasers.
Action
Get Opted Status
Retrieves the email opted status for a specific email address.
Action
Get a Plan Type
Retrieves a plan type from the service.
Action
Get a Registrant
Retrieves extended registrant details.
Search
Get Assigned Sales Reps
Retrieves assigned sales reps.
Action
Get Contact Information
Retrieves registrant contact information.
Action
Get Project Settings
Retrieves project settings information.
Search
List Appointments
Retrieves registrant appointments.
Search
List Inventories
Retrieves all inventories.
Search
List Plan Types
Retrieves all inventory plan types.
Search
List Pricing Revisions
Retrieves pricing revisions for inventory.
Search
List Project Appointments
Retrieves project appointments.
Search
List Registrants
Retrieves registrants for a project.
Universal
Make an API Call
Performs a custom API request to a specified endpoint.
Action
Reset an Inventory
Resets inventory items and deletes associated data.
Search
Search Inventories
Searches inventories by strata lot and inventory number.
Search
Search Registrants
Searches registrants by multiple criteria.
Action
Send an Appointment Email
Sends an appointment email confirmation.
Action
Sync Inventory
Synchronizes inventory data between systems or applications.
Action
Track Website Activity
Tracks registrant website activity.
Action
Update a Follow-Up Process
Updates the registrant follow-up process for a specified event or user.
Action
Update an Inventory Plan
Updates plans for an inventory.
Action
Update an Address
Updates a registrant address.
Action
Update an Appointment
Updates an appointment in the system based on the provided details.
Action
Update an Email
Updates a registrant's email address in the system.
Action
Update an Inventory
Updates inventory details for a specified product or item.
Action
Update Inventory Dates
Updates inventory dates in the specified system.
Action
Update Inventory Pricing
Updates inventory pricing information.
Action
Update Inventory Purchasers
Updates inventory purchasers.
Action
Update an Email Opted Status
Updates the opted status for an email address.
Search
Update a Question Answer
Updates a question answer with new information.
Action
Update a Phone
Updates a registrant's phone number.
Action
Update a Plan Type
Updates a plan type for a specific user or account.
Action
Update a Rating
Updates a registrant rating.
Action
Update a Registrant
Updates a registrant's information in the system.
Action
Update a Relationship
Updates a registrant relationship.
Action
Update a Secondary Source
Updates a registrant's secondary source type.
Action
Update Assigned Sales Reps
Updates assigned sales representatives for a specific account or client.
Action
Update Contact Information
Updates all registrant contact information.
Action
Update a History Entry
Updates a history entry in the service with the provided details.
Action
Update Source Type
Updates a registrant source type.
Instant Trigger (webhook)
Watch Events
Instant trigger Watch Events.
Lasso CRM Automation Use Cases
Explore potential use cases for automations using Lasso CRM API and utilize our integration modules crafted specifically for such workflows.
4 modules
Automate Registrant Creation with Contact Information
Streamline the process of creating a new registrant by automatically adding their contact information including address, email, and phone number.
Create a Registrant
Add an Address
Add an Email
Add a Phone
2 modules
Schedule and Confirm Appointments
Enhance appointment scheduling efficiency by creating an appointment and automatically sending a confirmation email.
Create an Appointment
Send an Appointment Email
2 modules
Inventory and Pricing Management
Integrate inventory creation with pricing revisions to ensure newly added inventory is immediately assigned with updated pricing.
Create an Inventory
Create a Pricing Revision
4 modules
Update Complete Registrant Profile
Maintain up-to-date registrant information by automating the update of contact details including email, phone number, and address.
Update a Registrant
Update an Email
Update a Phone
Update an Address
4 modules
Comprehensive Inventory Update
Automate the updating process for inventory details, plans, dates, and pricing to ensure all information is current and accurate.
Update Inventory Dates
Update Inventory Pricing
Update an Inventory
Update an Inventory Plan
4 modules
Registrant History Tracking
Keep track of registrant interactions and changes by automatically updating history entries whenever registrant information is modified.
Get a Registrant
Update a Registrant
Create a History Entry
Update a History Entry
2 modules
Relationship Management Automation
Simplify the management of registrant relationships by creating and updating relationships automatically based on registrant activities or changes.
Create a Relationship
Update a Relationship
2 modules
Opted Status Monitoring and Update
Ensure compliance with communication preferences by retrieving and updating email opted status based on user interactions.
Get Opted Status
Update an Email Opted Status
2 modules
Automatic Appointment Updates
Enhance customer engagement by automatically updating appointments and notifying registrants of changes.
Update an Appointment
Send an Appointment Email
Supported Platforms
- Make.com
How to start with Lasso CRM on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
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