Connect Lofty and Heltar
Integrate Lofty with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Heltar when New Lead Is Added in Lofty
List All Clients from Heltar when New Lead Is Added in Lofty
List All Templates from Heltar when New Lead Is Added in Lofty
Create or Update Client in Heltar when New Lead Is Added in Lofty
Fetch Client Messages from Heltar when New Lead Is Added in Lofty
Popular Lofty + Heltar flows
Start from a real workflow other teams are already running.
Choose a trigger
Lofty
When this happens...
New Lead Is Added
Lead Updated
Lead Pipeline Changed
New Transaction
New Task Added
New Appointment Added
Choose an action
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
List All Campaigns in Heltar when New Lead Is Added in Lofty
Use this flowList All Clients from Heltar when New Lead Is Added in Lofty
Use this flowList All Templates from Heltar when New Lead Is Added in Lofty
Use this flowCreate or Update Client in Heltar when New Lead Is Added in Lofty
Use this flowFetch Client Messages from Heltar when New Lead Is Added in Lofty
Use this flowSend Text Message hold via Heltar when New Lead Is Added in Lofty
Use this flowList All Attributes from Heltar when New Lead Is Added in Lofty
Use this flowCreate Attribute in Heltar when New Lead Is Added in Lofty
Use this flowUpdate Attribute in Heltar when New Lead Is Added in Lofty
Use this flowRemove Attribute from Heltar when New Lead Is Added in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Lofty and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
New Transaction
Runs the workflow automatically whenever a new transaction is created in Lofty.
New Task Added
Enter trigger Description Here
New Appointment Added
Runs the workflow automatically when a new appointment is added in Lofty.
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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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 Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
About Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lofty and Heltar 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 Heltar 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 Heltar. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in Heltar, and a separate workflow where Heltar 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 Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
