Connect Lofty and eSignatures
Integrate Lofty with eSignatures to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Lead in Lofty when New Fully Signed Contract in eSignatures
Add Note to Lead in Lofty when New Fully Signed Contract in eSignatures
Update Lead in Lofty when New Fully Signed Contract in eSignatures
Search Leads in Lofty when New Fully Signed Contract in eSignatures
Send Email To Agent via Lofty when New Fully Signed Contract in eSignatures
Popular Lofty + eSignatures flows
Start from a real workflow other teams are already running.
Choose a trigger
Lofty
When this happens...
New Lead Created
Updated Lead
Lead Pipeline Changed
New Transaction
Updated Transaction
New Task Added
New Appointment Added
Choose an action
eSignatures
Automatically do this!
Create Contract
Withdraw Contract
Add Contract Signer
Update Contract Signer
Delete Contract Signer
Resend Signature Request
Get Contract Placeholder Fields
Update Contract Placeholder Fields
Get Contract Content
Update Contract Content
Create Template
Update Template
Update Template Content
Get Template Details
Get Template Content
Add Template Collaborator
Remove Template Collaborator
Get All Templates
Get Contract Details
Delete Template
Get Template Collaborators
Create New Lead in Lofty when New Fully Signed Contract in eSignatures
Use this flowAdd Note to Lead in Lofty when New Fully Signed Contract in eSignatures
Use this flowUpdate Lead in Lofty when New Fully Signed Contract in eSignatures
Use this flowSearch Leads in Lofty when New Fully Signed Contract in eSignatures
Use this flowSend Email To Agent via Lofty when New Fully Signed Contract in eSignatures
Use this flowSend SMS to Sales Agent via Lofty when New Fully Signed Contract in eSignatures
Use this flowCreate Agent in Lofty when New Fully Signed Contract in eSignatures
Use this flowList Transactions from Lofty when New Fully Signed Contract in eSignatures
Use this flowCreate Task for Lead in Lofty for the Lead when New Fully Signed Contract in eSignatures
Use this flowGet Lead Transaction from Lofty when New Fully Signed Contract in eSignatures
Use this flowSupported Triggers & Actions
Everything you can automate between Lofty and eSignatures.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created in a selected list.
Updated Lead
Runs when a lead is updated in a selected list.
Lead Pipeline Changed
Fix the instant trigger modify code to read updatedLeadstage as an array, extract each leadId, fetch full lead details sequentially, and return pipeline metadata.
New Transaction
Runs when a new transaction is created in a chosen list.
Updated Transaction
Runs when a transaction is updated. Provide a webhook callback URL to receive updates.
New Task Added
Enter trigger Description Here
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
Send SMS to Sales Agent
Send a text to a sales agent
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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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.
Learn moreSimilar apps
About eSignatures
eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lofty and eSignatures 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 Lofty and eSignatures 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 eSignatures. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in eSignatures, and a separate workflow where eSignatures triggers actions in Lofty. 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 Lofty and eSignatures. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and eSignatures integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
