Connect Swit and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea Posted
New Message Arrives
New Comment Is Posted to a Task
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 Swit and Lofty automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Posted
Runs when a new idea is posted in a specific channel.
New Message Arrives
Runs when new message arrives in the selected channel.
New Comment Is Posted to a Task
Runs when new comment is posted to a task
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.
Do thisActions
Action is the task that follows automatically within your Swit integrations.
Create Channel
Creates a new channel in the selected workspace.
Post Idea
Post an idea to a chosen channel.
Post Message
Post a plain-text message to a selected channel.
Create Project
Create a project in the selected workspace.
Create Task
Create a new task in a selected project.
Add Comment To Task
Posts a comment to a selected task.
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
Know More About Swit and Lofty Integrations
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
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
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.
Frequently Asked Questions
To start, connect both your Swit and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn MoreAbout Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn More
