Lofty automation for task and project workflows
Connect new tasks, project updates, and overdue follow-ups in Lofty so teams stay organized and work keeps moving.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Lofty.
Update records in Lofty automatically when data changes in the apps your team already uses.
Log Lofty activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Lofty
Ready-made flows built with Lofty — preview one, then make it yours.
Ready to use Lofty automations
Triggers and Actions in Lofty Automations
viaSocket makes it simple to connect Lofty and automate repetitive tasks.
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
Real-world use cases of Lofty integrations
See how Lofty integrates with popular apps to automate tasks and streamline your workflow.
Create Slack alerts when a Lofty task becomes overdue, so owners follow up.
Send Gmail reminders when a Lofty task is assigned, so follow-up happens fast.
Create Asana tasks when a Lofty project starts, keeping execution teams in sync.
Log Lofty project completions in Google Sheets for reporting and capacity planning.
Add Lofty task updates to your CRM when lead follow-up changes ownership.
Copy Lofty project milestones into a spreadsheet for weekly operations reviews.
How to get started with Lofty automations
Automate when something happens in Lofty
Login -> Create new flow -> Select trigger -> Search Lofty -> Choose the trigger from the list
Take action in Lofty when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Lofty -> Choose the action from the list
Trigger
Action
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About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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