Lofty + Notion
Create new Notion database items from every updated Lofty smart plan action
Stay organized and keep your planning under control with this workflow. Whenever a new action is initiated in your Lofty Smart Plan, this process creates a corresponding database item in Notion. This serves as an efficient way to track your tasks and manage them directly in Notion, thereby enhancing productivity and streamlining processes.
Stay organized and keep your planning under control with this workflow. Whenever a new action is initiated in your Lofty Smart Plan, this process creates a corresponding database item in Notion. This serves as an efficient way to track your tasks and manage them directly in Notion, thereby enhancing productivity and streamlining processes.
- 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.
- automatically do this!Create Data Source Item
Creates an item in a data source.
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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)
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
