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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Agent 3000 with Lofty - no code necessary. See how you can get setup in minutes.
Select a trigger from Agent 3000
A trigger is an event that starts your Zap and runs the workflow. For example, with Agent 3000, a trigger could be "New Contact."
Setup an action from Lofty
An action is what takes place after the automation is triggered. For example, with Lofty, the action could be "Create Lead."
That’s it! You just connected Agent 3000 to Lofty
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Supported triggers and actions
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 ItTriggerPolling - Group
Try ItTriggerInstant- New Transaction
New transaction trigger
Try ItTriggerInstant - Zap Trigger IDRequired
Try ItTriggerInstant
- 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
ActionWrite- PipelineRequired
Try ItTriggerInstant- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTriggerInstant - Update Transaction
Update transaction trigger
Try ItTriggerInstant
Related categories
Related categories