Google Sheets + Lofty
Update transactions in Lofty and create corresponding rows in a Google Sheets spreadsheet
Stay on top of your financial updates in real time with this automation. Whenever a transaction gets updated in Lofty, this workflow promptly adds it into a row in your Google Sheets. It's a simple solution that ensures your spreadsheets reflect the most recent transaction information while reducing manual data input, helping you maintain accurate financial records.
Stay on top of your financial updates in real time with this automation. Whenever a transaction gets updated in Lofty, this workflow promptly adds it into a row in your Google Sheets. It's a simple solution that ensures your spreadsheets reflect the most recent transaction information while reducing manual data input, helping you maintain accurate financial records.
- When this happens...Update Transaction
Update transaction trigger
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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)
timeFrame (Buyer)
Beds (Seller)
Baths (Seller)
Price (Seller)
Address (Seller)
SqFt (Seller)
City (Seller)
State (Seller)
Zipcode (Seller)
timeFrame (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
