Lofty + Podio

Lofty + Podio integrations

Create items in Podio for every new lead in Chime

Instantly streamline your sales operations with this workflow. Whenever a new lead is detected in Chime, an item is swiftly created in Podio. This efficient automation eliminates the need to manually duplicate information and lets you focus more on nurturing your leads, ultimately improving your sales process.

When this happens...
New LeadTriggers when a new lead is assigned to you. Does not work for lender-type accounts.
TriggerInstant
automatically do this!
Create ItemTriggers when you add a new item, record or entry to an app (standard or custom).
ActionWrite

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More things you can do with Lofty and Podio

Discover other triggers and actions you can use with Lofty and Podio

- Segment
  Required
Trigger
Instant
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New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger ID
  Required
Trigger
Instant
Try It
Update Transaction
Update transaction trigger
Trigger
Instant
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- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- 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 Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- 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
- Object
  Required
- Search Value
  Required
Action
Search

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
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- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
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- Organization
  Required
Trigger
Polling
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- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
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- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write

- Pipeline
  Required
Trigger
Instant
Try It
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)
- 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
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)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (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 error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Workspace
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
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- Organization
- Workspace
- Application
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search

About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.

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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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Related Zap Templates

Create items in Podio when lead pipelines change in Lofty

Related Zap Templates

Create items in Podio when lead pipelines change in Lofty