Connect procrew schedule and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Choose an Action
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Ready to use procrew schedule and Lofty automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when a new task is created in Pro Crew Schedule.
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.
When a new transaction is created
Runs the workflow automatically whenever a new transaction is created in Lofty.
When a transaction is updated
Runs the workflow automatically whenever a transaction is updated in Lofty.
Do thisActions
Action is the task that follows automatically within your procrew schedule integrations.
Create Crew
Create a new crew in ProCrew Schedule.
Create Picklist
Create a new picklist in Pro Crew Schedule.
Create Schedule
Create a new schedule in Pro Crew Schedule.
Create Task
Add a new task to the project schedule.
Create Time Tracker
Create a time tracker to record crew hours.
Create Time Off
Create a time off entry in Pro Crew Schedule.
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Frequently Asked Questions
To start, connect both your procrew schedule and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in procrew schedule triggers actions in Lofty (or vice versa).
Absolutely. You can customize how procrew schedule data is recorded in Lofty. This includes choosing which data fields go into which fields of Lofty, setting up custom formats, and filtering out unwanted information.
The data sync between procrew schedule and Lofty 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 procrew schedule and Lofty. 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 procrew schedule
Pro Crew Schedule is an all-in-one construction scheduling software.
Learn MoreAbout Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn More
