Connect HappyFox and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
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 HappyFox and Lofty automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Runs when new ticket is created
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 HappyFox integrations.
Create Ticket
Create a ticket
List Categories
List help desk categories
List Ticket Priorities
List ticket priority levels
List Agents
List support agents
List Contacts
List all help desk contacts
Create New Lead
Create a new lead
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Frequently Asked Questions
To start, connect both your HappyFox and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in HappyFox triggers actions in Lofty (or vice versa).
Absolutely. You can customize how HappyFox 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 HappyFox 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 HappyFox 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 HappyFox
HappyFox is a customer support, ticket support software that ensures lowest response time for all your customers queries. A really simple help desk!
Learn MoreAbout Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn More
