Connect Harvestr and Lofty
Integrate Harvestr with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Lead in Lofty when New User Is Created in Harvestr
Add Note to Lead in Lofty when New User Is Created in Harvestr
Update Lead in Lofty when New User Is Created in Harvestr
Search Leads in Lofty when New User Is Created in Harvestr
Send Email To Agent via Lofty when New User Is Created in Harvestr
Popular Harvestr + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
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 User Is Created in Harvestr
Use this flowAdd Note to Lead in Lofty when New User Is Created in Harvestr
Use this flowUpdate Lead in Lofty when New User Is Created in Harvestr
Use this flowSearch Leads in Lofty when New User Is Created in Harvestr
Use this flowSend Email To Agent via Lofty when New User Is Created in Harvestr
Use this flowSend SMS to Sales Agent via Lofty when New User Is Created in Harvestr
Use this flowCreate Agent in Lofty when New User Is Created in Harvestr
Use this flowList Transactions from Lofty when New User Is Created in Harvestr
Use this flowCreate Task for Lead in Lofty for the Lead when New User Is Created in Harvestr
Use this flowCreate New Lead in Lofty when Company Is Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
New Lead Is Added
Runs when new lead is added
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
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 Harvestr 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 Harvestr 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 Harvestr triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Harvestr. 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 Harvestr and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr 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.
