Cognito Forms + Lofty
Create new Cognito Forms entries from new Lofty smart plan actions
Simplify your workflow with this automation that responds to a new Smart Plan Action in the Lofty app by proactively creating a new entry in your Cognito Forms app. This automation not only increases productivity by minimizing manual data entry, but also ensures accurate and timely capture of all relevant data. Make your project management more effective and efficient with this streamlined process.
Simplify your workflow with this automation that responds to a new Smart Plan Action in the Lofty app by proactively creating a new entry in your Cognito Forms app. This automation not only increases productivity by minimizing manual data entry, but also ensures accurate and timely capture of all relevant data. Make your project management more effective and efficient with this streamlined process.
- When this happens...Smart Plan Action
Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
- automatically do this!Create Entry
Creates a new entry.
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SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
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
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 ItTransaction NameRequired
Transaction ID
Lead First NameRequired
Lead Last Name
Lead ID
Associated Lead Email
Transaction Owner ID
Transaction Owner Email
Transaction TypeRequired
Transaction StageRequired
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
