Connect Lofty and ResourceGuru to Build Intelligent Automations

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Lofty

When this happens...

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ResourceGuru

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Ready to use Lofty and ResourceGuru automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Lead Stage Changes

Lead Stage Changes

Runs when lead stage changes

New or Updated Booking

New or Updated Booking

Triggers whenever there is a change to a booking, including its creation, update, or deletion.

New or Updated Client

New or Updated Client

Triggers whenever there is a change to a Client, including its creation, update, or deletion.

New or Updated Time Off Event

New or Updated Time Off Event

Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.

New or Updated Project

New or Updated Project

Triggers whenever there is a change to a Project, including its creation, update, or deletion.

New or Updated Resource

New or Updated Resource

Triggers whenever there is a change to a Resource, including its creation, update, or deletion.

Request a new Trigger for Lofty

Do thisActions

Action is the task that follows automatically within your Lofty integrations.

Create New Lead

Create New Lead

Create a new lead

Add Note to Lead

Add Note to Lead

Add a note to a lead

Update Lead

Update Lead

Update lead details

Search Leads

Search Leads

Find and list leads

Send Email To Agent

Send Email To Agent

Send an email to an agent

Create Agent

Create Agent

Create a new agent profile

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Frequently Asked Questions

How do I start an integration between Lofty and ResourceGuru?

To start, connect both your Lofty and ResourceGuru accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in ResourceGuru (or vice versa).

Can we customize how data from Lofty is recorded in ResourceGuru?

Absolutely. You can customize how Lofty data is recorded in ResourceGuru. This includes choosing which data fields go into which fields of ResourceGuru, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Lofty and ResourceGuru?

The data sync between Lofty and ResourceGuru typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Lofty to ResourceGuru?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Lofty and ResourceGuru?

Yes, you can set conditional logic to control the flow of data between Lofty and ResourceGuru. 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.

Lofty

About Lofty

Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.

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ResourceGuru

About ResourceGuru

ResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.

Learn More