Create integrations between Agent 3000 and Lofty to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- New Contact
Triggers when a new contact is created. Also triggers when new leads come in from your landing pages or website.
Try It - Group
Try It- New Transaction
New transaction trigger
Try It - Zap Trigger IDRequired
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- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Street Address
- Street Address 2
- City
- State
- Zip Code
- Country
- Note
- Source
- Group
- Auto Email
- Auto SMS Text Message
- PipelineRequired
Try It- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It - Update Transaction
Update transaction trigger
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Related categories
Related categories