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Integrations · CRM

Connect Lofty to Coherence.

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents. 5 actions can run inside a Coherence workflow.

A Coherence record changesCreate Lead
A Coherence workflow runsCreate Transaction

TRIGGERS AND ACTIONS

Everything Lofty can do in a workflow.

Actions are the steps a workflow can run in Lofty. Start the workflow from a Coherence record or another app.

Actions · 5Create LeadCreate TransactionUpdate LeadUpdate TransactionCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Lofty.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Lofty from a Coherence workflowUse 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 changesFinishes with · Create Lead
or Create Transaction
Connect Lofty to the wider customer workflowCombine 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 startsFinishes with · Create Lead, then preserve the outcome in Coherence
or Create Transaction

SET UP

How to connect Lofty.

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

1Connect the accountAuthorize the Lofty account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Lofty or provide a complementary trigger or action.

QUESTIONS

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, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names 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.

Ready to connect Lofty?

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