LassoCRM + UpperBee Integrations, Built by an AI Agent
Put LassoCRM + UpperBee to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between LassoCRM and UpperBee
See the kind of workflows teams build with LassoCRM and UpperBee below — describe the exact one you want above and the Agent builds it on demand.
LassoCRM + UpperBee
When a new registrant is added in LassoCRM, update resident or property records in UpperBee.
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Turn closed deals into client invoices
When a deal is marked won in LassoCRM, automatically create an invoice in UpperBee so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in UpperBee, automatically update the deal stage in LassoCRM to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in LassoCRM, automatically sync the customer record in UpperBee to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with LassoCRM and UpperBee?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for LassoCRM and UpperBee
Everything LassoCRM and UpperBee can do inside a workflow — the triggers that start one and the actions that run when it fires.
LassoCRM Explore LassoCRM →
LassoCRM is customer relationship management software created specifically for real estate developers and new home sales teams.
TriggersTriggers when a new registrant is added.
Updates and appends text to an existing history item associated with a registrant.
Creates a new history item associated with a registrant.
Creates a new Registrant on a project.
UpperBee Explore UpperBee →
UpperBee is a property management and accounting software tailored for managing multi-family residential communities, condominiums, and rental properties.
TriggersTriggers when the status of a lease's renewal changed. The possible values for Status output field are as follows: Accepted, InDispute, Rejected, Canceled or AutoRenewed.
Triggers when the lease of an external rental lead is assigned. Possible value for Status output field is "Assigned".
Triggers when the lease of an external rental lead is cancelled. Possible value for Status output field is "Cancelled".
Triggers when the lease of an external rental lead has ended. Possible value for Status output field is "Ended".
Triggers when the lease of an external rental lead is sent for a signature. Possible value for Status output field is "SentForSignature".
Triggers when the lease of an external rental lead is signed. Possible value for Status output field is "Signed".
Creates a document (invoice, credit note) in DocumentReception for a property/company.
Creates a rental lead.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
4Pay
4Pay is a digital payment processing platform that enables online businesses to manage transactions, payouts, and customer billing seamlessly.
Aarven
Aarven is a financial management platform designed to help organizations automate bookkeeping, manage invoices, and track business expenses.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountGroove
AccountGroove is a cloud-based invoicing and billing platform designed to streamline client account management and financial tracking.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
AdvicePay
AdvicePay is a billing and payment processing platform tailored specifically for fee-for-service financial planning advisors.
AffiniPay
AffiniPay is an online payment processing platform tailored for professional services firms to accept credit cards and eChecks.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about LassoCRM + UpperBee
Is there a pre-built LassoCRM + UpperBee automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches LassoCRM and UpperBee's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built LassoCRM or UpperBee connector?
No. The Agent works whether or not LassoCRM or UpperBee already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking UpperBee and LassoCRM streamline the sales-to-finance handoff?
Closing a deal in LassoCRM can instantly create an invoice in UpperBee, eliminating manual keying and speeding up revenue collection.
Can payment notifications in UpperBee update deal stages in LassoCRM?
Yes, when a customer settles an invoice in UpperBee, the corresponding deal stage in LassoCRM can automatically update to reflect a completed transaction.