
When this happens...
Comment Created
Task Created
Task Updated

Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a comment is created.
Trigger when task is created.
Trigger when task is created or updated.
Runs when new lead is added
Runs the workflow automatically whenever a contact is updated in Lofty.
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
Action is the task that follows automatically within your BugHerd integrations.
Create a project in BugHerd.
Add a member to a project.
Add an existing guest to a project, or invite someone by email address.
Update settings for an existing project under your control
Delete a project and all associated data.
Add a new task in a project.
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To start, connect both your BugHerd and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Lofty (or vice versa).
Absolutely. You can customize how BugHerd data is recorded in Lofty. This includes choosing which data fields go into which fields of Lofty, setting up custom formats, and filtering out unwanted information.
The data sync between BugHerd and Lofty typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BugHerd and Lofty. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
Learn MoreLofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn More