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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Change of Address Notification" from Cardly.

Add your action

An action happens after the trigger—such as "Create Lead" in Lofty.

You’re connected!

Zapier seamlessly connects Cardly and Lofty, automating your workflow.

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.

- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
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- Contact List
  Required
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write

- Contact List
  Required
- Cardly Contact Identifier
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- List Name
  Required
- List Description
- Add Custom Fields?
- Enable Test Mode
Action
Write

- Segment
  Required
Trigger
Instant
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New Transaction
New transaction trigger
Trigger
Instant
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- Zap Trigger ID
  Required
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)
- 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
Action
Write
- Email
- 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
- 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)
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
Try It
- Email Address
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Contact ID
  Required
- Enable Test Mode
Action
Write
- Email Address
  Required
- First
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Recipient's First Name
  Required
- Recipient's Last Name
- Recipient Company
- Recipient Country
  Required
- Recipient Address
  Required
- Recipient Address Line 2
- Recipient Suburb/City
  Required
- Recipient ZIP/Postcode
  Required
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write
- Pipeline
  Required
Trigger
Instant
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New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
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Update Transaction
Update transaction trigger
Trigger
Instant
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- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- 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
- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- 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
- Object
  Required
- Search Value
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Cardly and Lofty to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cardly to Lofty integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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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