Connect Discourse and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch New Posts
Choose an Action
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
Ready to use Discourse and Lofty automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch New Posts
Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).
New Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
New Transaction
Runs the workflow automatically whenever a new transaction is created in Lofty.
New Task Added
Enter trigger Description Here
Do thisActions
Action is the task that follows automatically within your Discourse integrations.
Create Post
Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.
Create Discourse User
Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.
Create Tag Group
Creates a new tag group in Discourse.
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
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Frequently Asked Questions
To start, connect both your Discourse and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Discourse triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Discourse 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 Discourse 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 Discourse 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.
About Discourse
Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.
Learn MoreAbout Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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