Connect Lofty and Teamwork
Integrate Lofty with Teamwork to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Lofty + Teamwork flows
Start from a real workflow other teams are already running.
Create Company in Teamwork when New Lead Is Added in Lofty
Use this flowCreate Project in Teamwork when New Lead Is Added in Lofty
Use this flowCreate User in Teamwork when New Lead Is Added in Lofty
Use this flowCreate Task in Teamwork when New Lead Is Added in Lofty
Use this flowCreate Task List in Teamwork when New Lead Is Added in Lofty
Use this flowCreate Link Category in Teamwork when New Lead Is Added in Lofty
Use this flowCreate Message Category in Teamwork when New Lead Is Added in Lofty
Use this flowCreate Calendar Event Type in Teamwork when New Lead Is Added in Lofty
Use this flowCreate File Category in Teamwork when New Lead Is Added in Lofty
Use this flowCreate Message Reply in Teamwork when New Lead Is Added in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Lofty and Teamwork.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Lofty integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn more
About Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lofty and Teamwork 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.
Yes. viaSocket uses instant triggers where available, so data moves between Lofty and Teamwork as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Teamwork. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in Teamwork, and a separate workflow where Teamwork triggers actions in Lofty. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Lofty and Teamwork. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and Teamwork integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
