Connect Fluent Forms and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
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 Fluent Forms and Lofty automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggered when a new form is submitted in Fluent Forms.
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 Fluent Forms integrations.
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
Search Leads
Find and list leads
Send Email To Agent
Send an email to an agent
Send SMS to Sales Agent
Send a text to a sales agent
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Frequently Asked Questions
To start, connect both your Fluent Forms and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Fluent Forms triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Fluent Forms 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 Fluent Forms 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 Fluent Forms 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 Fluent Forms
Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.
Learn MoreAbout Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn More
