Homebot + Lofty

Create new Homebot clients from new leads in Lofty

Boost your productivity with this seamless integration. When a new lead arrives in your Lofty app, this workflow streamlines the process by directly creating a new client in your Homebot app. Save time and effort, ensuring no potential client gets overlooked. With this automation, you're paving the way for a more efficient, robust real estate business.

When this happens...
New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
TriggerInstant
automatically do this!
Create Client
Creating a new client
ActionWrite

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Supported triggers and actions

- SegmentRequired
Trigger
Instant
Try It
New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger IDRequired
Trigger
Instant
Try It
Update Transaction
Update transaction trigger
Trigger
Instant
Try It
- 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

- Treat As Prospect
- Close Date
- Date of birth
- EmailRequired
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Home IDRequired
- AmountRequired
- DateRequired
- Company loan IDRequired
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Escrow monthly
- FHA mi monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI monthly
- Rate
- refi
- Refi purpose
- Term years
- Total monthly payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- NameRequired
- Webhook URLRequired
- Event sources whitelist
- Username
- Password
Action
Write
- Client IDRequired
- Buyers access
- Buying close date
- Date of birth
- Email
- First name
- Last name
- Preferred languge
- Phone number
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Loan IDRequired
- Amount
- Date
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Company loan ID
- Escrow monthly
- FHA MI monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI Monthly
- Rate
- Refi
- Refi Purpose
- Term Years
- Total Monthly Payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- StreetRequired
- Unit
- Zip codeRequired
Action
Search
- Client IDRequired
Action
Search
- StreetRequired
- Unit
- Zip codeRequired
- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write

- PipelineRequired
Trigger
Instant
Try It
New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
Try It
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
- 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
- Client IDRequired
- Saved Search NameRequired
- Minimum PriceRequired
- Maximum PriceRequired
- CityRequired
- State AbbreviationRequired
- Zip CodeRequired
Action
Write
- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client IDRequired
- Maximum Loan AmountRequired
- Down Payment AmountRequired
- Maximum Home PriceRequired
- Loan Type
- Loan Term
- Expiration Date
- Pre-appoval
- Prospective Property Address
- Prospective Property Zip Code
- Compliance AcknowledgementRequired
- Estimated Rate
Action
Write
- Home ID
- Include clientsRequired
Action
Write
- Home IDRequired
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood insurance monthly
- Hazard insurance company
- Hazard insurance monthly
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold price
- Title insurance company
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client EmailRequired
Action
Search
- Client IDRequired
Action
Search
- EmailRequired
- Treat As Prospect
- Close Date
- Date of birth
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client IDRequired
- Treat As Prospect
- Close Date
- Date of birth
- EmailRequired
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write