All integrationsCRM & Contacts

Lofty

Manage Lofty leads, notes, tasks, team references, transactions, and webhooks.

actions
25
triggers
5

Triggers

Start a workflow when something happens in Lofty.

  • New leadPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • Lead changedPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New notePolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New taskPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • Task changedPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.

Actions

Steps a workflow can run in Lofty.

  • Get my profileGet the current user's profile
  • List leadsList Leads
  • Create leadCreate Lead
  • Get leadGet Lead
  • Update leadUpdate Lead
  • Delete leadDelete Lead
  • List notesList Notes
  • Create noteCreate Note
  • Get noteGet a note by ID
  • Update noteUpdate Note
  • Delete noteDelete Note
  • List tasksList Tasks
  • Create taskCreate Task
  • Get taskGet Task
  • Update taskUpdate Task
  • Delete taskDelete Task
  • Finish taskFinish Task
  • Unfinish taskUnfinish Task
  • List tagsList Tags
  • List lead pipelinesList Lead Pipelines
  • List membersTeam Members
  • List transactionsList Transactions
  • List webhooksList Webhooks
  • Create webhookCreate Webhook
  • Delete webhookDelete Webhook

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