Connect Lofty and pdf-factory 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-factory
Enable Integrations or automations with these events of Lofty and pdf-factory
Enable Integrations or automations with these events of Lofty and pdf-factory
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-factory accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in pdf-factory (or vice versa).
Absolutely. You can customize how Lofty data is recorded in pdf-factory. This includes choosing which data fields go into which fields of pdf-factory, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and pdf-factory 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-factory. 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-factory
PDF Factory is a Dynamic PDF automation API. You create templates using our intuitive visual designer. Then use our API to inject dynamic data et render PDFs
Learn More
