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Lofty + Trello

Lofty + Trello

Lofty + Trello integrations

Create new Trello cards when segments change in Lofty

Keep your project management on track with this efficient workflow. Every time a segment is updated in the Lofty app, it triggers a new card creation on your Trello board. This link between Lofty and Trello helps keep your board up-to-date with each change in Lofty, leading to a seamless experience across platforms for simpler, more effective project management.

  1. When this happens...
    Segment Changed
    Segment Changed
    Segment ChangedTriggers when a lead is moved to the selected group.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Lofty and Trello

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

    • Segment
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Transaction

    New transaction trigger

    Trigger
    Instant
    Try It
    • Zap Trigger ID
      Required
    Trigger
    Instant
    Try It
    • Pipeline
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    Transaction File Uploaded

    Fires when a new file is uploaded to a Transaction in Lofty.

    Trigger
    Instant
    Try It
    • 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
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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 Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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