Lofty + Trello
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.
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.
- When this happens...Segment Changed
Triggers when a lead is moved to the selected group.
- 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
