Airtable + Lofty

Airtable + Lofty integrations

Create or update Airtable records every time a smart plan action occurs in Lofty

Streamline your business operations with this automated workflow. When a specific action is executed in your Lofty app's Smart Plan, the system will simultaneously generate or update a record in your Airtable database. This seamless integration eliminates the need for manual data entry, saving you time and preventing potential errors. Boost your productivity and ensure consistent record-keeping with this efficient process.

When this happens...
Smart Plan ActionTrigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
TriggerInstant
automatically do this!
Create or Update RecordFind and update an existing record, or create a new one.
ActionWrite

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More things you can do with Lofty and Airtable

Discover other triggers and actions you can use with Lofty and Airtable

- Segment
  Required
Trigger
Instant
Try It
New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger ID
  Required
Trigger
Instant
Try It
Update Transaction
Update transaction trigger
Trigger
Instant
Try It
- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write

- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write
- Object
  Required
- Search Value
  Required
Action
Search

- Help Text
- Base
  Required
- Table
  Required
- Last modified time column
  Required
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
Action
Write
- Name
  Required
- Workspace ID
  Required
- Number of Tables
  Required
Action
Write
- Base
  Required
- Table Name
  Required
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Base
  Required
- Table
  Required
- Record ID
  Required
Action
Search
- Base
  Required
- Table ID
  Required
Action
Search
- Base ID
  Required
Action
Search
- Base
  Required
Action
Search

- Pipeline
  Required
Trigger
Instant
Try It
New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
Try It
Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
- Lead Type
- Lead Ownership Level
- Source
- Segment
- Tag
- Note
- Subscription - Smart Plans
- Subscription - Property Alert
- Subscription - Market Report
- Min Price (Buyer)
- Max Price (Buyer)
- Location (Deprecated)
- City (Buyer)
- State (Buyer)
- Zipcode (Buyer)
- Address (Buyer)
- Min Beds (Buyer)
- Min Baths (Buyer)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (Seller)
- Send Welcome Email
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
Action
Write
- Email
- leadId
- First Name
- Last Name
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
- Lead Type
- Source
- Segment
- Tag
- Note
- Subscription - Smart Plans
- Subscription - Property Alert
- Subscription - Market Report
- Min Price (Buyer)
- Max Price (Buyer)
- Location (Deprecated)
- City (Buyer)
- State (Buyer)
- Zipcode (Buyer)
- Address (Buyer)
- Min Beds (Buyer)
- Min Baths (Buyer)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (Seller)
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Base
  Required
- Table
  Required
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
- Record
  Required
- Comment
  Required
Action
Write
- CacheCopy
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Help Text
- Primary lookup field
  Required
- Secondary lookup field
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Number of Records
  Required
Action
Write
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- Base
  Required
- Search Keyword
  Required
- Search In
Action
Search
- Search Keyword
  Required
Action
Search
- Base
  Required
- Table
  Required
Action
Search
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.

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Create records in Airtable from new leads in Lofty