Connect Lofty and valispace to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Stage Changes
Choose an Action
Automatically do this!
- Request a new Action for valispace
Enable Integrations or automations with these events of Lofty and valispace
Enable Integrations or automations with these events of Lofty and valispace
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 valispace accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in valispace (or vice versa).
Absolutely. You can customize how Lofty data is recorded in valispace. This includes choosing which data fields go into which fields of valispace, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and valispace 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 valispace. 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 valispace
Valispace is a platform for engineering collaboration. Ensuring a single source-of-truth for engineering design, Valispace helps engineers build complex systems more efficiently in a browser-based platform designed for the engineers of today and tomorrow.
Learn More
