Integrate Lofty with Freelo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Lofty
When this happens...
New Lead Is Added
Lead Updated
Lead Pipeline Changed
New Transaction
New Task Added
New Appointment Added
Freelo
Automatically do this!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Activate Task
Finish Task
Update Task in Freelo
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get a Issued Invoice Details
Mark Invoice as Invoiced
Invite Users to Projects
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Move Task to Task List
Add Labels to Task
Remove Label From Task
Create Project in Freelo when New Lead Is Added in Lofty
Use this flowList Invited Projects from Freelo when New Lead Is Added in Lofty
Use this flowArchive Project in Freelo when New Lead Is Added in Lofty
Use this flowActivate Project in Freelo when New Lead Is Added in Lofty
Use this flowDelete Project from Freelo when New Lead Is Added in Lofty
Use this flowList Archived Projects from Freelo when New Lead Is Added in Lofty
Use this flowList Projects from Freelo when New Lead Is Added in Lofty
Use this flowCreate Tasklist in Freelo when New Lead Is Added in Lofty
Use this flowList Tasklists from Freelo when New Lead Is Added in Lofty
Use this flowCreate Task in Freelo when New Lead Is Added in Lofty
Use this flowEverything you can automate between Lofty and Freelo.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is added
Runs the workflow automatically whenever a contact is updated in Lofty.
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
Runs the workflow automatically whenever a new transaction is created in Lofty.
Enter trigger Description Here
Runs the workflow automatically when a new appointment is added in Lofty.
Action is the task that follows automatically within your Lofty integrations.
Create a new lead
Add a note to a lead
Update lead details
Find and list leads
Send an email to an agent
Send a text to a sales agent

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

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Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreFreelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
Learn moreSign up for a free viaSocket account, then authorize both your Lofty and Freelo 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 Freelo 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 Freelo. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in Freelo, and a separate workflow where Freelo 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 Freelo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and Freelo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.