Connect SQL Server and Lofty
Integrate SQL Server with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Execute a query in SQL Server when New Lead Is Added in Lofty
Insert a row into SQL Server when New Lead Is Added in Lofty
Update row in SQL Server when New Lead Is Added in Lofty
Find row via custom query in SQL Server when New Lead Is Added in Lofty
Find row in SQL Server when New Lead Is Added in Lofty
Popular SQL Server + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
SQL Server
When this happens...
- Request a new Trigger for SQL Server
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
Execute a query in SQL Server when New Lead Is Added in Lofty
Use this flowInsert a row into SQL Server when New Lead Is Added in Lofty
Use this flowUpdate row in SQL Server when New Lead Is Added in Lofty
Use this flowFind row via custom query in SQL Server when New Lead Is Added in Lofty
Use this flowFind row in SQL Server when New Lead Is Added in Lofty
Use this flowCreate or Update in SQL Server when New Lead Is Added in Lofty
Use this flowExecute a query in SQL Server when Lead Updated in Lofty
Use this flowInsert a row into SQL Server when Lead Updated in Lofty
Use this flowUpdate row in SQL Server when Lead Updated in Lofty
Use this flowFind row via custom query in SQL Server when Lead Updated in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between SQL Server 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 SQL Server integrations.
Execute a query
Execute any query on SQL Server Database
Insert a row
Insert a row in SQL Server Database
Update row
Update row in SQL Server Database Table
Find row via custom query
Find a row via query in SQL Server Database table
Find row
Find a row in SQL Server Database
Create or Update
Perform Upsert (Create or Update) operation in any SQL Server Database table.
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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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.
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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 SQL Server 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 SQL Server 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 SQL Server triggers actions in Lofty, and a separate workflow where Lofty triggers actions in SQL Server. 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 SQL Server and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SQL Server 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.
