Connect Lofty and PDF Charts to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Added
Lead Updated
Lead Pipeline Changed
New Transaction
New Task Added
New Appointment Added
Choose an Action
Automatically do this!
- Request a new Action for PDF Charts
Enable Integrations or automations with these events of Lofty and PDF Charts
Enable Integrations or automations with these events of Lofty and PDF Charts
Triggers
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.
Actions
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
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Frequently Asked Questions
To start, connect both your Lofty and PDF Charts accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in PDF Charts (or vice versa).
Absolutely. You can customize how Lofty data is recorded in PDF Charts. This includes choosing which data fields go into which fields of PDF Charts, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and PDF Charts typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Lofty and PDF Charts. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn MoreAbout PDF Charts
PDF Charts is a simple API for developers to create dynamic charts with just one call.
Learn More
