Integrate Lofty with Paymo 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.
Create Project in Paymo when New Lead Is Added in Lofty
Use this flowCreate Task in Paymo when New Lead Is Added in Lofty
Use this flowCreate Task List in Paymo when New Lead Is Added in Lofty
Use this flowCreate Time Entry in Paymo when New Lead Is Added in Lofty
Use this flowDelete Project in Paymo when New Lead Is Added in Lofty
Use this flowDelete Task in Paymo when New Lead Is Added in Lofty
Use this flowDelete Task List in Paymo when New Lead Is Added in Lofty
Use this flowCreate a Client in Paymo when New Lead Is Added in Lofty
Use this flowCreate Expense in Paymo when New Lead Is Added in Lofty
Use this flowCreate Invoice in Paymo when New Lead Is Added in Lofty
Use this flowEverything you can automate between Lofty and Paymo.
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.

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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Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn morePaymo is a comprehensive project management and time tracking tool designed to help teams and freelancers manage their work more efficiently. It offers features such as task management, time tracking, invoicing, and reporting to streamline workflows and improve productivity.
Learn moreSign up for a free viaSocket account, then authorize both your Lofty and Paymo 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 Paymo 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 Paymo. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in Paymo, and a separate workflow where Paymo 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 Paymo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and Paymo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.