Connect Signaturely and Lofty
Integrate Signaturely with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Document in Signaturely when New Lead Is Added in Lofty
Rename Document in Signaturely when New Lead Is Added in Lofty
Delete Document from Signaturely when New Lead Is Added in Lofty
Create signing request in Signaturely when New Lead Is Added in Lofty
Search Document in Signaturely when Lead Updated in Lofty
Popular Signaturely + Lofty flows
Start from a real workflow other teams are already running.
Search Document in Signaturely when New Lead Is Added in Lofty
Use this flowRename Document in Signaturely when New Lead Is Added in Lofty
Use this flowDelete Document from Signaturely when New Lead Is Added in Lofty
Use this flowCreate signing request in Signaturely when New Lead Is Added in Lofty
Use this flowSearch Document in Signaturely when Lead Updated in Lofty
Use this flowRename Document in Signaturely when Lead Updated in Lofty
Use this flowDelete Document from Signaturely when Lead Updated in Lofty
Use this flowCreate signing request in Signaturely when Lead Updated in Lofty
Use this flowSearch Document in Signaturely when Lead Pipeline Changed in Lofty
Use this flowRename Document in Signaturely when Lead Pipeline Changed in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Signaturely and Lofty.
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 Signaturely integrations.
Create Folder
This action creates a new folder.
Search Document
Search your documents.
Rename Document
This action rename the document.
Delete Document
This action deletes the document.
Create signing request
Create a signature request from a selected template with a title and optional message; supports test mode.
Create New Lead
Create a new lead
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 Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
Learn more
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Signaturely and Lofty 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 Signaturely and Lofty 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 Lofty. No coding required.
Yes. You can set up a workflow where Signaturely triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Signaturely. 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 Signaturely and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Signaturely and Lofty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
