
When this happens...
Video Completed

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.
Triggers when a video finishes processing successfully.
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 Fliz integrations.
Create a new lead
Add a note to a lead
Update lead details
Find and list leads
Send an email to an agent
Send a text to a sales agent
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To start, connect both your Fliz and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Fliz triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Fliz 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 Fliz 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 Fliz 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.
Fliz is an innovative AI-driven platform designed to enhance productivity and streamline workflows through intelligent automation and data analysis.
Learn MoreLofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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