Google Sheets + Lofty
Create Google Sheets rows for new Lofty transactions
Keep your financial records in order with this efficient workflow. Whenever a new transaction occurs in your Lofty app, it will automatically be recorded as a new entry in your chosen Google Sheets spreadsheet. Not only does this mean less manual data entry for you, but it ensures your financial records are always comprehensive and up-to-date.
Keep your financial records in order with this efficient workflow. Whenever a new transaction occurs in your Lofty app, it will automatically be recorded as a new entry in your chosen Google Sheets spreadsheet. Not only does this mean less manual data entry for you, but it ensures your financial records are always comprehensive and up-to-date.
- When this happens...New Transaction
New transaction trigger
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
