Connect Gmail and Lofty
Integrate Gmail with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Gmail + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Gmail
When this happens...
New Attachment
New Email Received
New Email Sent
Choose an action
Lofty
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
Create New Lead in Lofty when New Attachment in Gmail
Use this flowAdd Note to Lead in Lofty when New Attachment in Gmail
Use this flowUpdate Lead in Lofty when New Attachment in Gmail
Use this flowSearch Leads in Lofty when New Attachment in Gmail
Use this flowSend Email To Agent via Lofty when New Attachment in Gmail
Use this flowSend SMS to Sales Agent via Lofty when New Attachment in Gmail
Use this flowCreate Agent in Lofty when New Attachment in Gmail
Use this flowList Transactions from Lofty when New Attachment in Gmail
Use this flowCreate Task for Lead in Lofty for the Lead when New Attachment in Gmail
Use this flowCreate New Lead in Lofty when New Email Received in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Gmail and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
New Email Sent
Runs the workflow automatically whenever a new email appears in the Sent mailbox or in a specified label.
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.
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email
send a new email message.
Add or Remove Labels on Emails
Add or remove labels on a specific email or on emails matching sender, subject, or thread ID.
Reply To Thread
Reply to an existing email thread — choose recipients (sender/all/specific), send text or HTML, add attachments, and apply labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search_Email_Messages
Search emails (manual or AI), resolve custom labels by name or ID, and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Gmail and Lofty workflows.
Learn how to automate Gmail and Lofty workflows.
Learn how to automate Gmail and Lofty workflows.
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About Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn more
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Gmail 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.
Yes. viaSocket uses instant triggers where available, so data moves between Gmail and Lofty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
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.
Yes. You can set up a workflow where Gmail triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Gmail. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Gmail and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gmail 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.
