
When this happens...
New Message

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new message is sent or received.
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 when a new appointment is added in Lofty.
Action is the task that follows automatically within your Zoho cliq integrations.
Send a message to all subscribers of a bot
Send a direct message to a user or contact in your organization.
Send a message to a channel, optionally as a bot, as a reply, or with a card.
Create a new lead
Add a note to a lead
Update lead details
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To start, connect both your Zoho cliq and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho cliq triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Zoho cliq 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 Zoho cliq 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 Zoho cliq 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.
Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.
Learn MoreLofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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