Cardly + Lofty

Send a card in Cardly for new smart plan actions in Lofty

Boost efficiency with this straightforward workflow between Lofty and Cardly. When a Smart Plan Action takes place within the Lofty platform, a card is instantly dispatched via Cardly. This process not only helps you cement deep-rooted connections with your network, but also saves valuable time and effort, making it perfect for busy professionals looking to maintain a personal touch.

When this happens...
Smart Plan Action
Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
TriggerInstant
automatically do this!
Send a Card
Send a card using a template and selected artwork.
ActionWrite

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Supported triggers and actions

- SegmentRequired
Trigger
Instant
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New Transaction
New transaction trigger
Trigger
Instant
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- Zap Trigger IDRequired
Trigger
Instant
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Update Transaction
Update transaction trigger
Trigger
Instant
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- Transaction NameRequired
- Transaction ID
- Lead First NameRequired
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction TypeRequired
- Transaction StageRequired
- 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 NameRequired
- Transaction ID
- Lead First NameRequired
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction TypeRequired
- Transaction StageRequired
- 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
- ObjectRequired
- Search ValueRequired
Action
Search

- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
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- Email AddressRequired
- Enable Test Mode
Action
Write
- Contact ListRequired
- Contact IDRequired
- Enable Test Mode
Action
Write
- Email AddressRequired
- First
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Recipient's First NameRequired
- Recipient's Last Name
- Recipient Company
- Recipient CountryRequired
- Recipient AddressRequired
- Recipient Address Line 2
- Recipient Suburb/CityRequired
- Recipient ZIP/PostcodeRequired
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write

- PipelineRequired
Trigger
Instant
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New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
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Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Trigger
Instant
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- 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)
- 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
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)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (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 errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
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- Contact ListRequired
- External Identifier
- First / Full NameRequired
- Last Name
- Email Address
- Company
- Contact AddressRequired
- Contact Address Line 2
- Contact Suburb/CityRequired
- Contact State/Region
- Contact CountryRequired
- Contact ZIP/PostcodeRequired
- Enable Test Mode
Action
Write
- Contact ListRequired
- Cardly Contact Identifier
- External Identifier
- First / Full NameRequired
- Last Name
- Email Address
- Company
- Contact AddressRequired
- Contact Address Line 2
- Contact Suburb/CityRequired
- Contact State/Region
- Contact CountryRequired
- Contact ZIP/PostcodeRequired
- Enable Test Mode
Action
Write
- List NameRequired
- List Description
- Add Custom Fields?
- Enable Test Mode
Action
Write