Lofty + Trello
Create new Trello cards from Lofty smart plan actions
Streamline your project management process using this workflow between Lofty and Trello. Whenever a Smart Plan Action is completed in Lofty, a new card will be created in Trello instantly. This automation makes it easier to track progress without having to manually update in Trello, saving you time and improving efficiency.
Streamline your project management process using this workflow between Lofty and Trello. Whenever a Smart Plan Action is completed in Lofty, a new card will be created in Trello instantly. This automation makes it easier to track progress without having to manually update in Trello, saving you time and improving efficiency.
- 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 Card
Adds a new card on a specific board and list.
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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
