Connect SquaredUp and Lofty
Integrate SquaredUp with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SquaredUp + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
SquaredUp
When this happens...
- Request a new Trigger for SquaredUp
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
Create User in Squaredup when New Lead Is Added in Lofty
Use this flowDelete User in Squaredup when New Lead Is Added in Lofty
Use this flowSearch User in SquaredUp when New Lead Is Added in Lofty
Use this flowCreate Tenant Group in SquaredUp when New Lead Is Added in Lofty
Use this flowDelete Tenant Group in Squaredup when New Lead Is Added in Lofty
Use this flowUpdate Tenant Group in Squaredup when New Lead Is Added in Lofty
Use this flowUpgrade Contact Information in Squaredup when New Lead Is Added in Lofty
Use this flowUpdate Current Tenant when New Lead Is Added in Lofty
Use this flowCreate User in Squaredup when Lead Updated in Lofty
Use this flowDelete User in Squaredup when Lead Updated in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between SquaredUp 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 SquaredUp integrations.
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
Create Tenant Group
Create a new tenant group with a display name, description.
Delete Tenant Group
Delete an existing tenant group by specifying its unique group ID.
Update Tenant Group
Update the details of an existing tenant group, including its name, description, and associated users.
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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
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 SquaredUp 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 SquaredUp 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 SquaredUp triggers actions in Lofty, and a separate workflow where Lofty triggers actions in SquaredUp. 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 SquaredUp and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SquaredUp 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.
