Connect Lofty and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Added
Lead Stage Changes
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of Lofty and canopy
Enable Integrations or automations with these events of Lofty and canopy
Triggers
New Lead Is Added
Runs when new lead is added
Lead Stage Changes
Runs when lead stage changes
Actions
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
Search Leads
Find and list leads
Send Email To Agent
Send an email to an agent
Send SMS to Sales Agent
Send a text to a sales agent
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Frequently Asked Questions
To start, connect both your Lofty and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in canopy (or vice versa).
Absolutely. You can customize how Lofty data is recorded in canopy. This includes choosing which data fields go into which fields of canopy, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and canopy 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 Lofty and canopy. 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 Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn MoreAbout canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Learn More
