Connect Lofty and yobi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Added
Lead Stage Changes
Choose an Action
Automatically do this!
- Request a new Action for yobi
Enable Integrations or automations with these events of Lofty and yobi
Enable Integrations or automations with these events of Lofty and yobi
Triggers
New Lead Is Added
Runs when new lead is added
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
Send SMS to Sales Agent
Send a text to a sales agent
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Know More About Lofty and Yobi Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your Lofty and yobi accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in yobi (or vice versa).
Absolutely. You can customize how Lofty data is recorded in yobi. This includes choosing which data fields go into which fields of yobi, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and yobi 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 yobi. 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 yobi
With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.
Learn More
