Popular Lofty + Slack flows

Start from a real workflow other teams are already running.

Choose a trigger

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Lofty

When this happens...

Choose an action

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Slack

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Lofty and Slack.

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Is Added

New Lead Is Added

Runs when new lead is added

Lead Updated

Lead Updated

Runs the workflow automatically whenever a contact is updated in Lofty.

Lead Pipeline Changed

Lead Pipeline Changed

Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.

New Transaction

New Transaction

Runs the workflow automatically whenever a new transaction is created in Lofty.

New Task Added

New Task Added

Enter trigger Description Here

New Appointment Added

New Appointment Added

Runs the workflow automatically when a new appointment is added in 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

Send SMS to Sales Agent

Send SMS to Sales Agent

Send a text to a sales agent

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate Lofty and Slack workflows.

Video 2

Learn how to automate Lofty and Slack workflows.

Video 3

Learn how to automate Lofty and Slack workflows.

Video 4

Learn how to automate Lofty and Slack workflows.

Video 5

Learn how to automate Lofty and Slack workflows.

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Integrations Slack
Slack + Lofty
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About Slack

Slack is an AI-powered work platform for team communication, collaboration, project coordination, and workflow automation. It helps organizations centralize conversations, share files, manage channels, and integrate tools to keep work moving in one place.

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Frequently Asked Questions

How do I connect Lofty and Slack?

Sign up for a free viaSocket account, then authorize both your Lofty and Slack 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Lofty and Slack as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Lofty to Slack?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Slack. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Lofty triggers actions in Slack, and a separate workflow where Slack triggers actions in Lofty. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Lofty and Slack. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Lofty and Slack integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.