Lofty + TidyCal

Update leads in Lofty for new bookings in TidyCal

Keep your sales and bookings streamlined with this efficient workflow. When a new booking is made in TidyCal, it ensures that the lead information inside the Lofty app is instantly updated. This organized process saves you valuable time and makes sure your lead data in Lofty always matches up with your latest TidyCal bookings. Enjoy real-time accuracy without having to manually update your database.

When this happens...
New Booking
Triggers when a booking is created.
TriggerScheduled
automatically do this!
Update Lead
Updates an existing lead.
ActionWrite

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Supported triggers and actions

What does this mean?

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Scheduled
Try It
New Contact
Triggers when a contact is added.
Trigger
Scheduled
Try It
- 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

New Booking
Triggers when a booking is created.
Trigger
Scheduled
Try It
- 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 TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn more

Related categories

Calendar

PRODUCTS

CAPABILITIES

By team

Lofty + TidyCal

Update leads in Lofty for new bookings in TidyCal

Cancelled Booking

New Contact

Lead Pipeline Changed

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