Flodesk + Lofty

Manage new or updated smart plan actions in Chime by creating or updating subscribers in Flodesk

Elevate your efficiency by linking Chime and Flodesk through this seamless workflow. When a Smart Plan Action is executed in Chime, the process kicks off the creation or update of a Subscriber in Flodesk, eliminating the need for manual handling. It's a straightforward solution to save you valuable time and streamline your subscriber management tasks.

Elevate your efficiency by linking Chime and Flodesk through this seamless workflow. When a Smart Plan Action is executed in Chime, the process kicks off the creation or update of a Subscriber in Flodesk, eliminating the need for manual handling. It's a straightforward solution to save you valuable time and streamline your subscriber management tasks.

  1. When this happens...
    LoftyLofty
    Smart Plan Action

    Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.

    TriggerInstant
  2. automatically do this!
    FlodeskFlodesk
    Create/Update Subscriber

    Creates a new subscriber or updates an existing one.

    ActionWrite
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Supported triggers and actions

    • PipelineRequired

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search

    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search

    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)

    • 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
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About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.
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Related categories

  • Email Newsletters
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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