Lofty

Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.

Lofty currently provides 5 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

CRM5 actions

Actions

(5)

Create Lead

Create a lead in Lofty

Create Transaction

Create a transaction for a Lofty lead

Update Lead

Update a lead in Lofty

Update Transaction

Update a transaction for a Lofty lead

Custom API Call

Make a custom API call to a specific endpoint

What can you automate with Lofty and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Act in Lofty from a Coherence workflow

Use a change in Coherence to run a supported Lofty action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Create Lead

Connect Lofty to the wider customer workflow

Combine Lofty with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with

A Coherence workflow starts

Finishes with

Create Lead, then preserve the outcome in Coherence

How to connect Lofty

The exact authentication fields depend on Lofty. The workflow structure stays straightforward:

1

Connect the account

Authorize the Lofty account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Lofty integration questions

What can I automate with the Lofty integration?

Lofty currently provides 5 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Lofty triggers and actions are available?

Lofty currently lists 0 triggers and 5 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Lofty connect to other apps through Coherence?

Yes. A workflow can combine supported Lofty triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Lofty?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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