Connect Jotform and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
New 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 Jotform and Lofty automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Runs when a new submission is added to a specific form.
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.
Appointment Added
Runs the workflow automatically when a new appointment is added in Lofty.
Do thisActions
Action is the task that follows automatically within your Jotform integrations.
Create Form
Create a new form to collect responses.
List Forms
List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.
Create Submission
Create a Jotform submission from provided responses and return the submission ID and URL.
List Form Questions
Lists all questions from a Jotform form using its form ID.
Add Question
Adds a new question to a form.
Create New Lead
Create a new lead
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Step by step guides to integrate Jotform and Lofty
Frequently Asked Questions
To start, connect both your Jotform and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Jotform 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 Jotform 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 Jotform 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 Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn MoreAbout Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn More
