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Loftyworks Integrations

Beta
CRM (Customer Relationship Management)

Put Loftyworks to work with AI and enterprise-grade automation

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Group
      Required
    Trigger
    Instant
    Try It
  • Loftyworks 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
  • Loftyworks triggers, actions, and search
    Updated Transaction

    Triggers when a transaction is updated.

    Trigger
    Instant
    Try It
    • Transaction Name
      Required
    • Transaction ID
    • Lead First Name
      Required
    • Lead Last Name
    • Lead ID
    • Associated Lead Email
    • Transaction Owner ID
    • Transaction Type
      Required
    • Transaction Stage
      Required
    • 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
  • Loftyworks triggers, actions, and search
    New Transaction

    Triggers when a new transaction is created.

    Trigger
    Instant
    Try It
  • Loftyworks triggers, actions, and search
    New Smart Plan Action

    Triggers when a specific Smart Plan is executed for a lead.

    Trigger
    Instant
    Try It
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Phone
    • Lead Type
    • Note
    • Min Price(Buyer)
    • Max Price(Buyer)
    • Location(Buyer)
    • Min Beds(Buyer)
    • Min Baths(Buyer)
    • Max Beds(Buyer)
    • Max Baths(Buyer)
    • Min SqFt(Buyer)
    • Max SqFt(Buyer)
    • Beds(Seller)
    • Baths(Seller)
    • Min Price(Seller)
    • Max Price(Seller)
    • Address(Seller)
    • SqFt(Seller)
    • City(Seller)
    • State(Seller)
    • Zipcode(Seller)
    Action
    Write
    • Email
      Required
    • 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
    • Min Price (Buyer)
    • Max Price (Buyer)
    • 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)
    • City (Mailing Address)
    • State (Mailing Address)
    • Zip Code(Mailing Address)
    • Call Opt In
    • Text Opt In
    • Email Opt In
    • Number Consent
    Action
    Write

Loftyworks Help & Support

Common questions

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