Homebot + Lofty

Create clients and homes in Homebot from new Lofty leads

When a new lead is created in Lofty, they will automatically be added into Homebot's system. The lead's name, email address, and property address will be added to the client's details in Homebot. Note that the address that is pushed will be from the "Seller" section in Lofty. If the client already exists in Homebot, this Zap will not add the same client again.

When this happens...
New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
TriggerInstant
automatically do this!
Create Home
Create a home for a client (using a client ID)
ActionWrite

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Supported triggers and actions

- SegmentRequired
Trigger
Instant
Try It
New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger IDRequired
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 errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Client IDRequired
- Saved Search NameRequired
- Minimum PriceRequired
- Maximum PriceRequired
- CityRequired
- State AbbreviationRequired
- Zip CodeRequired
Action
Write

- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client IDRequired
- Maximum Loan AmountRequired
- Down Payment AmountRequired
- Maximum Home PriceRequired
- Loan Type
- Loan Term
- Expiration Date
- Pre-appoval
- Prospective Property Address
- Prospective Property Zip Code
- Compliance AcknowledgementRequired
- Estimated Rate
Action
Write
- Home ID
- Include clientsRequired
Action
Write
- Home IDRequired
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood insurance monthly
- Hazard insurance company
- Hazard insurance monthly
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold price
- Title insurance company
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client EmailRequired
Action
Search
- Client IDRequired
Action
Search
- EmailRequired
- Buyers Access
- Close Date
- Date of birth
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client IDRequired
- Buyers Access
- Close Date
- Date of birth
- EmailRequired
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write

- PipelineRequired
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 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
- 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
- ObjectRequired
- Search ValueRequired
Action
Search
- Buyers Access
- Close Date
- Date of birth
- EmailRequired
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Home IDRequired
- AmountRequired
- DateRequired
- Company loan IDRequired
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Escrow monthly
- FHA mi monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI monthly
- Rate
- refi
- Refi purpose
- Term years
- Total monthly payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- NameRequired
- Webhook URLRequired
- Event sources whitelist
- Username
- Password
Action
Write
- Client IDRequired
- Buyers access
- Buying close date
- Date of birth
- Email
- First name
- Last name
- Preferred languge
- Phone number
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Loan IDRequired
- Amount
- Date
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Company loan ID
- Escrow monthly
- FHA MI monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI Monthly
- Rate
- Refi
- Refi Purpose
- Term Years
- Total Monthly Payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- StreetRequired
- Unit
- Zip codeRequired
Action
Search
- Client IDRequired
Action
Search
- StreetRequired
- Unit
- Zip codeRequired
- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write