Create integrations between zipForm Plus and Lofty to automate any workflow
Create your first workflow
Quickly automate workflows with zipForm Plus and Lofty using Zapier's templates.
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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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.
New Contact
Triggers when a new contact is added to a zipForm Address Book.
Try ItSegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try It
First NameRequired
Last NameRequired
Email
Title
Middle Name
Suffix
Company
Address
City
State
Zip Code
Phone
Mobile Phone
Web Site Address
Fax
Category
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItUpdate Transaction
Update transaction trigger
Try It