Integrate Wbiztool with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Advance Whatapp Message using Wbiz Tool when New Lead Is Added in Lofty
Send Image File With Text on WhatsApp in Wbiztool when New Lead Is Added in Lofty
Send Text Only Whatsapp Message in Wbiztool when New Lead Is Added in Lofty
Send PDF File With Text on WhatsApp in Wbiztool when New Lead Is Added in Lofty
Send Advance Whatapp Message using Wbiz Tool when Lead Updated in Lofty
Start from a real workflow other teams are already running.
Wbiztool
When this happens...
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
Send Advance Whatapp Message using Wbiz Tool when New Lead Is Added in Lofty
Use this flowSend Image File With Text on WhatsApp in Wbiztool when New Lead Is Added in Lofty
Use this flowSend Text Only Whatsapp Message in Wbiztool when New Lead Is Added in Lofty
Use this flowSend PDF File With Text on WhatsApp in Wbiztool when New Lead Is Added in Lofty
Use this flowSend Advance Whatapp Message using Wbiz Tool when Lead Updated in Lofty
Use this flowSend Image File With Text on WhatsApp in Wbiztool when Lead Updated in Lofty
Use this flowSend Text Only Whatsapp Message in Wbiztool when Lead Updated in Lofty
Use this flowSend PDF File With Text on WhatsApp in Wbiztool when Lead Updated in Lofty
Use this flowSend Advance Whatapp Message using Wbiz Tool when Lead Pipeline Changed in Lofty
Use this flowSend Image File With Text on WhatsApp in Wbiztool when Lead Pipeline Changed in Lofty
Use this flowEverything you can automate between Wbiztool and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is added
Runs the workflow automatically whenever a contact is updated in Lofty.
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
Runs the workflow automatically whenever a new transaction is created in Lofty.
Enter trigger Description Here
Runs the workflow automatically when a new appointment is added in Lofty.
Action is the task that follows automatically within your Wbiztool integrations.
Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.
Send Image WhatsApp message from your personal WhatsApp account with any trigger.
Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.
Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.
Create a new lead
Add a note to a lead

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
Learn moreLofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSign up for a free viaSocket account, then authorize both your Wbiztool 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 Wbiztool 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 Wbiztool triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Wbiztool. 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 Wbiztool and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wbiztool 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.