Connect LionDesk and Nifty
Integrate LionDesk with Nifty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular LionDesk + Nifty flows
Start from a real workflow other teams are already running.
Choose a trigger
LionDesk
When this happens...
New Contact
Choose an action
Nifty
Automatically do this!
Create Task
Update Task
Create Project
Update Project
Create Milestone
List All Members
Get User Details
Create Portfolio
Create Document
Create Status
Create Tag
Find Task
Find Projects
Find Milestones
Update Milestone or List
Find Document
Update Document
Create Task in Nifty when New Contact in Liondesk
Use this flowUpdate Task in Nifty when New Contact in Liondesk
Use this flowCreate Project in Nifty when New Contact in Liondesk
Use this flowUpdate Project in Nifty when New Contact in Liondesk
Use this flowCreate Milestone in Nifty when New Contact in Liondesk
Use this flowList All Members in Nifty when New Contact in Liondesk
Use this flowGet User Details from Nifty when New Contact in Liondesk
Use this flowCreate Portfolio in Nifty when New Contact in Liondesk
Use this flowCreate Document in Nifty when New Contact in Liondesk
Use this flowCreate Status in Nifty when New Contact in Liondesk
Use this flowSupported Triggers & Actions
Everything you can automate between LionDesk and Nifty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
New Document Created
Triggers when a new document is uploaded to a task or project.
New Project Is Created
Runs when project is created
New Message Sent
Triggers instantly when a new message is sent
New File Is Uploaded
Runs when new file is uploaded
New Milestone Created
Trigger When A New Milestone Is Created
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
About Nifty
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your LionDesk and Nifty 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 LionDesk and Nifty 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 Nifty. No coding required.
Yes. You can set up a workflow where LionDesk triggers actions in Nifty, and a separate workflow where Nifty triggers actions in LionDesk. 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 LionDesk and Nifty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LionDesk and Nifty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
