How to connect K Factors + LassoCRM
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- New NotificationTriggers when a new notification is created.Trigger
- Get Widget DataGets widget dataAction
- Post Widget DataPosts data to widgetAction
- New RegistrantTrigger when a new registrant is added.Trigger
- Update and Append to a History ItemUpdates and appends text to an existing history item associated with a registrant.Action
- Create a History ItemCreates a new history item associated with a registrant.Action
- Create RegistrantCreates a new Registrant on a project.Action
- Update or Create RegistrantFind registrant using first name, last name and phone (or email) and update accordingly. When a match CANNOT be found, registrant will be createdAction
- Step 1: Authenticate K Factors and LassoCRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.