Lofty + myHomeIQ

Generate myHomeIQ reports when new smart plan actions occur in Lofty

When an action occurs in your Lofty app through your devised Smart Plan, let this workflow streamline your process by immediately generating a myHomeIQ Report in the myHomeIQ app for you. Eliminate the need for manual data input, bolster efficiency, and save crucial time. This tool brings together the power of Lofty and myHomeIQ to maximize your productivity seamlessly.

When an action occurs in your Lofty app through your devised Smart Plan, let this workflow streamline your process by immediately generating a myHomeIQ Report in the myHomeIQ app for you. Eliminate the need for manual data input, bolster efficiency, and save crucial time. This tool brings together the power of Lofty and myHomeIQ to maximize your productivity seamlessly.

  1. When this happens...
    LoftyLofty
    Smart Plan Action

    Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.

    TriggerInstant
  2. automatically do this!
    myHomeIQmyHomeIQ
    Create a myHomeIQ Report

    Create and activate a homeIQ report

    ActionWrite
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Supported triggers and actions

    • PipelineRequired

    Trigger
    Instant
    Try It
  • Lofty 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
    • Transaction 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

    Action
    Write
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lofty logo

About Lofty

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

Related categories

  • CRM (Customer Relationship Management)

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myhomeiq logo

About myHomeIQ

myHomeIQ connects homeowners with real estate, mortgage, and home service professionals

Related categories

  • Marketing