Dotloop + Lofty
Create new Dotloop loops for each new transaction in Lofty
When a new transaction occurs in the Lofty app, this workflow generates a new loop in Dotloop. This automation helps streamline your processes by ensuring all transactional data from Lofty is immediately available in Dotloop for seamless management of real estate transactions. Save time and reduce manual data entry with this efficient and convenient workflow.
When a new transaction occurs in the Lofty app, this workflow generates a new loop in Dotloop. This automation helps streamline your processes by ensuring all transactional data from Lofty is immediately available in Dotloop for seamless management of real estate transactions. Save time and reduce manual data entry with this efficient and convenient workflow.
- When this happens...New Transaction
New transaction trigger
- automatically do this!Create Loop
Triggers when a new loop is created.
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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
