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
No actions match that.
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