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Connect Delta Exchange and Lofty

Integrate Delta Exchange 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 Delta Exchange and Lofty.

When this happensTriggers

A trigger is an event that starts a workflow.

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

New Appointment Added

New Appointment Added

Runs the workflow automatically when a new appointment is added in Lofty.

Request a new Trigger for Delta Exchange

Do thisActions

Action is the task that follows automatically within your Delta Exchange integrations.

Place Order

Place Order

Place a new trading order

Get Products

Get Products

Get the list of all products.

List Assets

List Assets

Get list of all assets

List All Indices

List All Indices

Retrieve all market indices.

Get Product

Get Product

Get product by ID or symbol

Get Product Tickers

Get Product Tickers

Get product tickers

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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Frequently Asked Questions

How do I connect Delta Exchange and Lofty?

Sign up for a free viaSocket account, then authorize both your Delta Exchange 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 Delta Exchange 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 Delta Exchange 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 Delta Exchange triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Delta Exchange. 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 Delta Exchange 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 Delta Exchange 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.