Connect Teamwork Desk and Lofty
Integrate Teamwork Desk with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Teamwork Desk + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamwork Desk
When this happens...
New Ticket
New Customer
Customer Updated
New Note on Ticket
Ticket Assigned
Ticket Unassigned
New Agent Reply
Thread Edited
New Customer Reply
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 New Lead in Lofty when New Ticket in Teamwork Desk
Use this flowAdd Note to Lead in Lofty when New Ticket in Teamwork Desk
Use this flowUpdate Lead in Lofty when New Ticket in Teamwork Desk
Use this flowSearch Leads in Lofty when New Ticket in Teamwork Desk
Use this flowSend Email To Agent via Lofty when New Ticket in Teamwork Desk
Use this flowSend SMS to Sales Agent via Lofty when New Ticket in Teamwork Desk
Use this flowCreate Agent in Lofty when New Ticket in Teamwork Desk
Use this flowList Transactions from Lofty when New Ticket in Teamwork Desk
Use this flowCreate Task for Lead in Lofty for the Lead when New Ticket in Teamwork Desk
Use this flowCreate New Lead in Lofty when New Customer in Teamwork-desk
Use this flowSupported Triggers & Actions
Everything you can automate between Teamwork Desk and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Triggers when a new ticket is created.
New Customer
Triggers when a new customer is added.
Customer Updated
Triggers when a customer's details are updated.
New Note on Ticket
Triggers when a new note is added to a ticket.
Ticket Assigned
Triggers when a ticket is assigned to a team member.
Ticket Unassigned
Ticket Unassigned
Do thisActions
Action is the task that follows automatically within your Teamwork Desk integrations.
Create Customer
Creates a new customer
Assign Ticket
Assigns a ticket to a specific team member.
Link tasks to ticket
Link task to ticket
Unassign Ticket
Unassigns the selected ticket.
Update Customer
Update Customer
Update Ticket
test
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 Teamwork Desk
Teamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support 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 Teamwork Desk 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 Teamwork Desk 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 Teamwork Desk triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Teamwork Desk. 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 Teamwork Desk and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamwork Desk 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.
