Connect Lofty and sweven to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Stage Changes
Choose an Action
Automatically do this!
- Request a new Action for sweven
Enable Integrations or automations with these events of Lofty and sweven
Enable Integrations or automations with these events of Lofty and sweven
Triggers
Lead Stage Changes
Runs when lead stage changes
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 sweven accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in sweven (or vice versa).
Absolutely. You can customize how Lofty data is recorded in sweven. This includes choosing which data fields go into which fields of sweven, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and sweven 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 sweven. 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 sweven
SWEVEN allows businesses to seamlessly connect and collaborate with your team. This multi-platform and cloud-based SaaS solution gives you the power to receive, manage, assign, track, and bill for work (or product) orders of any trade. With SWEVEN in your workflow, you can bring together clients, vendors, and field staff in one place.
Learn More
