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How Zapier works
Zapier makes it easy to integrate LASSO with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List Client Addresses" from LASSO.
Add your action
An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.
You’re connected!
Zapier seamlessly connects LASSO and Formatter by Zapier, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- List Client Addresses
Triggers when a new client address is added or updated.
Try ItTriggerPolling - New LASSO Invoice
Triggers when a new invoice is sent.
Try ItTriggerInstant - New Subrental (Purchase Order) Created
Triggers when a new subrental (purchase order) is created. Includes full PO details (number, status, vendor, dates, totals, GL code breakdown) in the webhook payload. A subrental is also referred to as a purchase order (PO).
Try ItTriggerInstant - Account Event Status NameRequired
- Event Status CodeRequired
ActionWrite
- List Client Contacts
Triggers when a new client contact is added or updated.
Try ItTriggerPolling - New Payment Recorded.
Triggers when a new payment record is created.
Try ItTriggerInstant - Subrental (Purchase Order) Updated
Triggers when a subrental (purchase order) is updated. Includes full PO details (number, status, vendor, dates, totals, GL code breakdown) in the webhook payload. A subrental is also referred to as a purchase order (PO).
Try ItTriggerInstant - NameRequired
- Status
ActionWrite
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