Connect Rootly and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Rootly
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 Rootly and Lofty automations
Actions and Triggers
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.
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 Rootly integrations.
Create Incident
Creates Incident.
Create Pulse
Creates a Pulse.
Create Alert
Creates a new alert
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
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Frequently Asked Questions
To start, connect both your Rootly and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Rootly triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Rootly 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 Rootly 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 Rootly 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 Rootly
Rootly is an incident management platform that helps teams efficiently respond to and resolve incidents. It offers features like automation, incident tracking, and real-time collaboration to improve the incident response process.
Learn MoreAbout Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn More
