Lofty + SetSchedule

Create leads in Chime for every new opportunity in SetSchedule

Streamline your workflow with this automation that promptly turns every new opportunity arising in SetSchedule into a lead inside Chime. This ensures you never miss a potential client, enhancing your efficiency while reducing manual tasks. Harness the full potential of SetSchedule and Chime integration with this highly effective routine.

When this happens...
New Opportunity
Triggers when a new opportunity is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
- TypeRequired
- Full NameRequired
- Email
- Phone
- Address Line
- CityRequired
- StateRequired
- Region
- ZipRequired
- LatitudeRequired
- LongitudeRequired
- Price
- Notes
- TemperatureRequired
- Next Activity
- Schedule To
Action
Write
- Type
- Full Name
- Email
- Phone
- Address Line
- City
- State
- Region
- Zip
- Price
- Latitude
- Longitude
Action
Search
- 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

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

Opportunity Updated
Triggers when an opportunity was updated.
Trigger
Instant
Try It
- Opportunity IDRequired
- NotesRequired
- Temperature
- Next Activity
- Schedule ToRequired
Action
Write
- SegmentRequired
Trigger
Instant
Try It
New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger IDRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- 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)
- Send Welcome Email
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
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)
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Lofty

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Lofty + SetSchedule

Create leads in Chime for every new opportunity in SetSchedule

New Opportunity

Create Opportunity

Full NameRequired

Email

Phone

Address Line

CityRequired

StateRequired

Region

ZipRequired

LatitudeRequired

LongitudeRequired

Price

Notes

TemperatureRequired

Next Activity

Schedule To

Find Opportunity

Type

Full Name

Email

Phone

Address Line

City

State

Region

Zip

Price

Latitude

Longitude

Lead Pipeline Changed

PipelineRequired

New Lead

Update Transaction

Create Transaction

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

Update Transaction

Transaction NameRequired