Handwrytten + Lofty

Send cards in Handwrytten when new smart plan actions occur in Chime

When a specific action is taken within the Chime platform, let this workflow take over and send a personalized card using the Handwrytten platform. It's a convenient way to add a personal touch to your client interactions and ensure no significant actions are overlooked. This seamless workflow helps save time and maintain client relationships by delivering personalized gestures directly from your Chime activities.

When a specific action is taken within the Chime platform, let this workflow take over and send a personalized card using the Handwrytten platform. It's a convenient way to add a personal touch to your client interactions and ensure no significant actions are overlooked. This seamless workflow helps save time and maintain client relationships by delivering personalized gestures directly from your Chime activities.

  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!
    HandwryttenHandwrytten
    Send Card

    Sends a card to a new recipient. All information is provided (i.e., you do not use address objects to build up the record.).

    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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handwrytten logo

About Handwrytten

Handwrytten is a way to automatically send real cards and notes written in pen and ink.
Learn more

Related categories

  • Customer Appreciation
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lofty logo

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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