Connect Lofty and SigFig to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Lofty
Choose an Action
Automatically do this!
- Request a new Action for SigFig
Enable Integrations or automations with these events of Lofty and SigFig
Enable Integrations or automations with these events of Lofty and SigFig
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
Create Agent
Create a new agent profile
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Frequently Asked Questions
To start, connect both your Lofty and SigFig accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in SigFig (or vice versa).
Absolutely. You can customize how Lofty data is recorded in SigFig. This includes choosing which data fields go into which fields of SigFig, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and SigFig 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 SigFig. 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 SigFig
SigFig is a digital wealth management platform that provides investment advisory services. It offers portfolio management, financial planning, and investment tracking tools to help users optimize their investment strategies and achieve their financial goals.
Learn More
