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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 "Call Transcript" from Teli AI.

Add your action

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

You’re connected!

Zapier seamlessly connects Teli AI 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.

- Teli AI Integration Name
  Required
- Voice Transcript Sample by Voice Agent
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Teli AI Account
  Required
- Address Line 1
- Address Line 2
- Birthday
- City
- State
- Company Address Line 1
- Company Address Line 2
- Company City
- Company Country
- Company Industry
- Company Name
- Company Position
- Company State
- Company Zip Code
- Country
- Loan Balance
- Loan Type
- Email
- FICO Score
- First Name
- Last Name
- Lead Source
- Middle Name
- Name
- Notes
- Phone Number
- SSO
- Years Worked
- Zip Code
- Savings
- Tax
- Months Since Last Mortgage
- Total CC Debt
- Debt Monthly Payment
- Debt Balance
- External ID
- Interest Rate
- Revenue Balance
- Last Refinance
- HELOC Balance
Action
Write
- Segment
  Required
Trigger
Instant
Try It
New Transaction
New transaction trigger
Trigger
Instant
Try It
- 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

- Teli AI Integration Name
  Required
- SMS Transcript Sample by SMS Agent
  Required
Trigger
Instant
Try It
- Lead Group
  Required
- Address Line 1
- Address Line 2
- City
- State
- Company Address Line 1
- Company Address Line 2
- Company City
- Company Country
- Company Industry
- Company Name
- Company Position
- Company State
- Company Zip Code
- Country
- Debt Balance
- Debt Monthly Payment
- Debt Type
- Do Not Call
- Email
- FICO Score
- First Name
- Middle Name
- Last Name
- Lead Source
- Lender Name
- Months Since Mortgage Open
- Mortgage Date
- Name
- Notes
- Phone Number
  Required
- Savings
- SSO
- Total CC Debt
- Tax
- Value
- Years Worked
- Zip Code
- External Id
- Revenue Balance
- Last Refinance
- HELOC Balance
- Interest Rate
Action
Write
- Pipeline
  Required
Trigger
Instant
Try It
New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
Try It
Update Transaction
Update transaction trigger
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 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 Teli AI and Lofty to integrate crucial parts of your business

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Learn about AI automation

About Teli AI

Teli AI provides AI-voice agents to handle every task over the phone.

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Related categories

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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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