Connect SmartSuite and Lofty
Integrate SmartSuite with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Record in SmartSuite when New Lead Is Added in Lofty
Find Many Records in SmartSuite when New Lead Is Added in Lofty
List All Teams in Smartsuite when New Lead Is Added in Lofty
List Comments in Smartsuite when New Lead Is Added in Lofty
List Tables in Smartsuite when New Lead Is Added in Lofty
Popular SmartSuite + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartSuite
When this happens...
- Request a new Trigger for SmartSuite
Choose an action
Lofty
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
Update a Record in SmartSuite when New Lead Is Added in Lofty
Use this flowFind Many Records in SmartSuite when New Lead Is Added in Lofty
Use this flowList All Teams in Smartsuite when New Lead Is Added in Lofty
Use this flowList Comments in Smartsuite when New Lead Is Added in Lofty
Use this flowList Tables in Smartsuite when New Lead Is Added in Lofty
Use this flowList Solutions in Smartsuite when New Lead Is Added in Lofty
Use this flowList Members in Smartsuite when New Lead Is Added in Lofty
Use this flowUpdate a Record in SmartSuite when Lead Updated in Lofty
Use this flowFind Many Records in SmartSuite when Lead Updated in Lofty
Use this flowList All Teams in Smartsuite when Lead Updated in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between SmartSuite 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 SmartSuite integrations.
Update a Record
Updates an existing record in SmartSuite.
Find Many Records
Find multiple records by field match or SmartSuite search syntax.
List All Teams
list all the teams
List Comments
List all Comments
List Tables
Lists all Tables
List Solutions
Lists all Solutions in the Workspace.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
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
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
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.
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
Start automating SmartSuite and Lofty free
No credit card required. Set up your first workflow in minutes.
About SmartSuite
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
Learn moreSimilar apps
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SmartSuite 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 SmartSuite 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 SmartSuite triggers actions in Lofty, and a separate workflow where Lofty triggers actions in SmartSuite. 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 SmartSuite and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartSuite 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.
