Connect JobNimbus and Lofty
Integrate JobNimbus with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Lead in Lofty when Task Created Modified or Deleted in JobNimbus
Add Note to Lead in Lofty when Task Created Modified or Deleted in JobNimbus
Update Lead in Lofty when Task Created Modified or Deleted in JobNimbus
Search Leads in Lofty when Task Created Modified or Deleted in JobNimbus
Send Email To Agent via Lofty when Task Created Modified or Deleted in JobNimbus
Popular JobNimbus + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
JobNimbus
When this happens...
Task Created Modified or Deleted
New Estimate
Invoice 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 Task Created Modified or Deleted in JobNimbus
Use this flowAdd Note to Lead in Lofty when Task Created Modified or Deleted in JobNimbus
Use this flowUpdate Lead in Lofty when Task Created Modified or Deleted in JobNimbus
Use this flowSearch Leads in Lofty when Task Created Modified or Deleted in JobNimbus
Use this flowSend Email To Agent via Lofty when Task Created Modified or Deleted in JobNimbus
Use this flowSend SMS to Sales Agent via Lofty when Task Created Modified or Deleted in JobNimbus
Use this flowCreate Agent in Lofty when Task Created Modified or Deleted in JobNimbus
Use this flowList Transactions from Lofty when Task Created Modified or Deleted in JobNimbus
Use this flowCreate Task for Lead in Lofty for the Lead when Task Created Modified or Deleted in JobNimbus
Use this flowCreate New Lead in Lofty when New Estimate in JobNimbus
Use this flowSupported Triggers & Actions
Everything you can automate between JobNimbus and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created Modified or Deleted
Trigger when a new task is created, modified or deleted.
New Estimate
Trigger when New Estimate is created.
Invoice Sent
Trigger when a invoice status is changed to sent.
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 JobNimbus integrations.
Create Contact
create a new contact within JobNimbus.
List All Contacts
Retrieves the details of all contacts
Create Job
Creates a new job, requiring a Contact ID from Create Contact.
Find Contact by ID
Find Contact by ID
List All Jobs
Retrieves the details of all the jobs within a JobNimbus account.
List All Tasks
Retrieves the details of all the tasks within a JobNimbus account.
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 Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your JobNimbus 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 JobNimbus 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 JobNimbus triggers actions in Lofty, and a separate workflow where Lofty triggers actions in JobNimbus. 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 JobNimbus and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire JobNimbus 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.
