Lasso Integration
A basic Zapier configuration where inbound and outbound SMS in Avochato are synced into a History Item per Registrant in LassoCRM.
What does this integration guide do?
This integration guide will allow Avochato to create a contact when a new registrant is added to Lasso and then subsequently log all inbound and outbound SMS in a registrant’s history event in LassoCRM.
What do I need to set this up?
To get started, you will need account access to three different services:
- Avochato account with API access (Standard and Custom plans)
You will need to set-up a total of 3 Zaps in order to complete this integration between Avochato and LassoCRM. We have made it convenient for you to set-up these 3 Zaps by preparing Zap templates for each one.
Zap 1: Lasso Create Registrant and AvoContact
Zap 2: Lasso Inbound SMS
Zap 3: Lasso Outbound SMS
Note: The fields in the Zap template still require manual configuration to accomplish the desired integration. We have made a guide below to achieve a basic configuration where inbound and outbound SMS in Avochato are synced into a History Item per Registrant in LassoCRM. You can definitely change alot of the settings found here to better suit your organization’s needs.
Setting-up “Zap 1: Lasso Create Registrant and AvoContact”
This Zap will create an Avochato contact when a new registrant is added to Lasso.
1) Log-in to your Avochato account and head over to “Settings” then “Custom Fields”. You will need to create 2 custom fields that will be necessary for LassoCRM’s registrant and related history to be synced to Avochato.
You can copy and paste the custom fields below and add them to Avochato:
$LASSO_REGISTRANT_ID
$LASSO_HISTORY_ID
2) Log-in to your Zapier account and open this link to copy the “Zap 1: Lasso Create Registrant and AvoContact” template to your account.
3) After clicking “Try This Zap”, you should see 3 parts that you need to configure in order for the 1st Zap to work.
4) Click on “1. New Registrant in LassoCRM” to expand the menu. You will see two drop downs “App & Event” and “Account”. The first one, “App & Event” is pre-configured for you and no changes will be needed. Press “Continue” to proceed to configuring “Account”
5) Connect your LassoCRM account by clicking “Sign In”. A new window should pop-up that will ask for your “Project Name” and “Api Key”. Please refer to Lasso’s documentation on how to get API keys for your account.
6) Once you have successfully connected your LassoCRM account with Zapier, proceed to “Test” and click “Test Trigger”. If it shows “We found a registrant!”, that means you have successfully completed the step. Click “Continue” to proceed.
7) In “2. Create a History Item in LassoCRM”, both “App & Event” and “Account” will be pre-configured and no changes are needed. Click “Continue” to proceed to “Action”
8) Under “Actions”, you will need to manually configure two required fields in order to proceed. For the purpose of this guide, we recommend configuring this part as follows:
- Body: Type in “Start of SMS thread <br>”
- Registrant ID: Select “1. The automatically assigned ID for a Registrant”
- Subject: Type in “SMS Thread”
The other fields are optional. They are used to configure how much information is added to the created history item in LassoCRM.
9) Click “Test” and the results should show something similar to the image to the right. Press “Continue” if the test is successful.
10) In “3. Create / Update Contact in Avochato”, the “App & Event” drop down should be pre-configured and no changes are necessary. Click “Continue” to proceed to “Account”.
11) Under “Account”, click “Sign in” to connect your Avochato account with Zapier. A new window will pop-up asking for your Auth ID and Auth Secret.
To locate both of these, go to your Avochato account and select the inbox (phone number) that you want the LassoCRM history items to be synced with. After you have selected the inbox, navigate to “Settings” and under “Texting Automation” click “API Access”. Select a user, then click on “Generate Credentials” to get your Auth ID and Auth Secret keys.
Note: You will need to have an upgraded account on Avochato to access the API. Contact us if you do not have access to the API settings.
12) Under “Actions”, we recommend you to select the following entries for the corresponding fields:
- Phone Number: Select “1. Number of a Phone associated with a Registrant”
- Name: Select “1. First Name of a Person” and “1. Last Name of a Person”
- Email: Select “1. Email of an Email Address”
- Company: Select “1. Company associated with a Person”
- Lasso Registrant: Select “1. The automatically assigned ID for a Registrant”
- Lasso History: Select “1. The automatically assigned ID for a History Item”
The other fields left blank are optional and are used for adding more information to the contact in Avochato.
Note: Both the “Lasso Registrant” and “Lasso History” fields will only be available if you correctly set-up custom fields as mentioned in step 1.
13) Click “Test” and if done correctly, a similar result like the image at the right will show. You can now click “Publish Zap”.
You have now successfully set-up your LassoCRM account to sync new registrant to Avochato!
You can stop following this guide if you only need registrant’s info to be synced in Avochato. If you wish to have inbound SMS to also sync to the registrant’s history in LassoCRM, continue below to “Setting-up CC Zap 2: Lasso Inbound SMS”.
Setting-up “Zap 2: Lasso Inbound SMS”
This Zap will sync all inbound SMS in Avochato by a registrant to the same registrant’s history item in LassoCRM. This will only work if you have correctly set-up “Zap 1: Lasso Create Registrant and AvoContact” between your LassoCRM and Avochato account.
Note: This can be configured to pass through additional data, not just inbound message content. For the purpose of this guide, we will show how to sync inbound messages.
1) Log-in to your Zapier account and open this link to copy the “Zap 2: Lasso Inbound SMS” template to your account.
2) Under “1. New Inbound Message in Avochato”, the “App & Event” will be pre-configured and no changes will be needed.
Under “Account”, if you have connected your Avochato inbox with Zapier from step 11 above (from configuring the 1st Zap), then this will also be pre-populated with the same Avochato inbox account.
If both “App and Event” and “Account” has green check marks, proceed to “Test” and test the Zap to proceed to the next step.
Note: The Avochato inbox used in Zap 1 and Zap 2 should be the same for it to work alongside each other.
3) In “2. Update and Append to a History Item in LassoCRM”, the “App & Event” will be pre-configured and no changes will be needed.
Under “Account”, if you have connected your LassoCRM with Zapier from step 5 above (from configuring the 1st Zap), then this will also be pre-populated with the same LassoCRM account.
Note: The LassoCRM account used in Zap 1 and Zap 2 should be the same for it to work alongside each other.
4) Under “Actions”, we recommend you to select the following entries for the corresponding fields:
- Body: After manually typing the text below into the field, select “1. Message Body” and place it after a space from the “Inbound SMS:” line. The final result should look something similar to the image at the right. The reason for adding the below text is to visually indicate that the history item is an inbound SMS. You can change the text to any label you’d want or even completely remove it.
<br> Inbound SMS:
- Registrant ID: Select “1. Contact Lasso Registrant Id”
- History ID: Select “1. Contact Lasso History Id”
- Subject: Select “1. Message Body”
The other fields are optional. They are used to configure how much information is added to the registrant’s history in LassoCRM.
5) Once done, test your Zap. If everything is done correctly, you should see a test result similar to the image at the right.
Publish the Zap and all inbound messages sent to the synced Avochato inbox from the registrant will now sync to the same registrant’s history in LassoCRM!
Setting-up “Zap 3: Lasso Outbound SMS”
This Zap will sync all outbound SMS sent to a registrant in Avochato to the same registrant’s history item in LassoCRM. This will only work if you have correctly set-up “Zap 1: Lasso Create Registrant and AvoContact” between your LassoCRM and Avochato account. Since Avochato doesn’t currently have an outbound SMS trigger in the native Zapier integration, you will have to use an outbound webhook app (catch hook) method instead.
Note: This can be configured to pass through additional data, not just outbound message content. For the purpose of this guide, we will show how to sync outbound messages. Also,
1) Log-in to your Zapier account and open this link to copy the “Zap 3: Lasso Outbound SMS” template to your account.
2) In “1. Catch Hook in Webhooks by Zapier”, both “App & Event” and “Trigger” will be pre-configured and no changes need to be done.
Under “Test”, you will see your “Webhook URL”, copy this and proceed to the next step.
3) Go to your Avochato inbox and navigate to “Integrations”. Scroll down and look for “Outbound Message Webhook” and paste the link you copied above from Zapier to here then click “Connect Outbound”
Go back to Zapier and hit “Test trigger”, if no error message shows then you can proceed to the next step.
4) In “2. Update and Append to a History Item in LassoCRM”, the “App & Event” will be pre-configured and no changes will be needed.
Under “Account”, if you have connected your LassoCRM with Zapier from step 5 above (from configuring the 1st Zap), then this will also be pre-populated with the same LassoCRM account.
Note: The LassoCRM account used in Zap 1 and Zap 3 should be the same for it to work alongside each other.
Under “Actions”, we recommend you to select the following entries for the corresponding fields:
- Body: After manually typing the text below into the field, select “1. Message Message” and place it after a space from the “Outbound SMS:” line. The final result should look something similar to the image at the right. The reason for adding the below text is to visually indicate that the history item is an outbound SMS. You can change the text to any label you’d want or even completely remove it.
<br> Outbound SMS:
- Registrant ID: Select “1. Contact Lasso Registrant Id”
- History ID: Select “1. Contact Lasso History Id”
The other fields are optional. They are used to configure how much information is added to the registrant’s history in LassoCRM.
