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Connect Callyzer and Lofty

Integrate Callyzer with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Callyzer and Lofty.

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger's when new event occurs.

New Lead Is Added

New Lead Is Added

Runs when new lead is added

Lead Updated

Lead Updated

Runs the workflow automatically whenever a contact is updated in Lofty.

Lead Pipeline Changed

Lead Pipeline Changed

Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.

New Transaction

New Transaction

Runs the workflow automatically whenever a new transaction is created in Lofty.

New Task Added

New Task Added

Enter trigger Description Here

Do thisActions

Action is the task that follows automatically within your Callyzer integrations.

Fetch Employee Details

Fetch Employee Details

Retrieves details of registered employees, including numbers and tags.

Fetch Call History Report

Fetch Call History Report

Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.

Fetch Summary Report

Fetch Summary Report

Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.

Fetch Employee Summary Report

Fetch Employee Summary Report

Retrieves call counts, unique clients, and working hours for a given date range.

Create New Lead

Create New Lead

Create a new lead

Add Note to Lead

Add Note to Lead

Add a note to a lead

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Callyzer and Lofty?

Sign up for a free viaSocket account, then authorize both your Callyzer and Lofty accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Callyzer and Lofty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Callyzer to Lofty?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lofty. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Callyzer triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Callyzer. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Callyzer and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Callyzer and Lofty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.