Connect Lofty and ChatbotAI partner to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Lofty
Choose an Action
Automatically do this!
Assign Trail Plan
Add Wallet Balance
Create New User
Create Magic Link
Ready to use Lofty and ChatbotAI partner automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When New Account Created
When a user creates an account
Do thisActions
Action is the task that follows automatically within your Lofty integrations.
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
Create Agent
Create a new agent profile
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Frequently Asked Questions
To start, connect both your Lofty and ChatbotAI partner accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in ChatbotAI partner (or vice versa).
Absolutely. You can customize how Lofty data is recorded in ChatbotAI partner. This includes choosing which data fields go into which fields of ChatbotAI partner, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and ChatbotAI partner 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 ChatbotAI partner. 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 ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
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