
When this happens...

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.
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.
Runs the workflow automatically when a new appointment is added in Lofty.
Action is the task that follows automatically within your Elasticsearch integrations.
Creates a document in Elasticsearch using the index name specified inside the document.
add many documents in one go
delete an index
create an index
fuzzy search
update a doc
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To start, connect both your Elasticsearch and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Elasticsearch triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Elasticsearch 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 Elasticsearch 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 Elasticsearch 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.
Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.
Learn MoreLofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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