Asana + Lofty
Create tasks in Asana for new transactions in Lofty
Streamline your workflow with this efficient connection between Lofty and Asana. Anytime a new transaction happens in Lofty, a corresponding task gets created in Asana instantly. This automation removes the burden of manual data transfer between the platforms, offering you more time to focus on important matters and boosting your overall productivity.
Streamline your workflow with this efficient connection between Lofty and Asana. Anytime a new transaction happens in Lofty, a corresponding task gets created in Asana instantly. This automation removes the burden of manual data transfer between the platforms, offering you more time to focus on important matters and boosting your overall productivity.
- When this happens...New Transaction
New transaction trigger
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItUpdate Transaction
Update transaction trigger
Try It
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTransaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Try ItFirst 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)
Beds (Seller)
Baths (Seller)
Price (Seller)
Address (Seller)
SqFt (Seller)
City (Seller)
State (Seller)
Zipcode (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
