Lofty + thanks.io

Send giftcards via thanks.io whenever a new smart plan action occurs in Lofty

For those using the Lofty app, when a Smart Plan Action occurs, it can be a time-consuming task to manually send a Thanks.io gift card. This automation streamlines that process, making the gift card delivery as efficient as could be. With this workflow activated, each time a Smart Plan Action is executed in Lofty, a gift card is sent through Thanks.io promptly, ensuring your clients feel appreciated without any delay or extra work on your part.

For those using the Lofty app, when a Smart Plan Action occurs, it can be a time-consuming task to manually send a Thanks.io gift card. This automation streamlines that process, making the gift card delivery as efficient as could be. With this workflow activated, each time a Smart Plan Action is executed in Lofty, a gift card is sent through Thanks.io promptly, ensuring your clients feel appreciated without any delay or extra work on your part.

  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!
    thanks.iothanks.io
    Send Giftcard

    Sends a giftcard to a customer using the provided template ID or a body, as well as contact and address information.

    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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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.
Learn more

Related categories

  • Printing