Google Tasks + Lofty

Activate smart plan actions in Lofty and generate new tasks in Google Tasks

Streamline your workflow between Lofty and Google Tasks with this integration. Whenever a Smart Plan action occurs in Lofty, this setup will create a task in Google Tasks, keeping your to-do list updated without manual entry. This automatic process not only saves time but also ensures each plan in Lofty results in a tangible task, enhancing your productivity.

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!
Create Task
Creates a new task.
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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

- Task ListRequired
- Include Assigned Tasks?
Trigger
Polling
Try It
- List TitleRequired
Action
Write
- ListRequired
- TaskRequired
- Title
- Status
- Notes
- Due Date
Action
Write
- ListRequired
- TitleRequired
Action
Search
- ListRequired
- TitleRequired
- Task ListRequired
- Notes
- Due On
Action
Search or 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
- Task ListRequired
- Include Assigned Tasks?
Trigger
Polling
Try It
New Task List
Triggers when a new task list is created.
Trigger
Polling
Try It
- Task ListRequired
- TitleRequired
- Notes
- Due On
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Results will output in a line-item format. Subsequent action steps will need to support line-items. If not, you can transform this into t
- Task ListRequired
- Display Completed TasksRequired
Action
Search