STEP 1
Connect Affinity and Lofty
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Affinity and Lofty Integration
Keep Affinity and Lofty in sync by integrating their events and actions. When crm events happen in Affinity, update the Lofty automatically - without any line of code in visual workflow builder.
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Learn about Affinity and Lofty
Detailed info you need to know about Affinity and Lofty integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Affinity to Lofty
Set up your Affinity and Lofty integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Affinity and Lofty nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Affinity and Lofty. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Affinity and Lofty work in WEXTL?
WEXTL exposes actions and triggers for Affinity and Lofty that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Affinity triggersLofty actions
Affinity modules
- Create a NoteCreates a new note.
- Create a PersonCreates a new person.
- Create an OpportunityCreates a new opportunity.
- Create an OrganizationCreates a new organization.
- Delete a NoteDeletes an existing note by its id.
- Delete a PersonDeletes an existing person by its id.
- Delete an OpportunityDeletes an existing opportunity by its id.
- Get a CompanyRetrieves a single company by specified ID.
- Get a ListRetrieves a single list by id.
- Get a PersonRetrieves a single person by id.
- Get a Person ListsReturns lists of a specified person id.
- Get an OpportunityRetrieves a single opportunity.
- Get Company ListsRetrieves a lists for a specified company.
- Get Company Lists EntriesRetrieves a list entries for a specified company.
- Get ListsRetrieves metadata for all lists.
- List Custom Field ValuesRetrieves a custom field values for a specified entity id.
- List OpportunitiesRetrieves a list of opportunities.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CompaniesRetrieves a list of companies by specified criteria.
- Search List EntriesSearches for list entries by specified criteria.
- Search List Entries from a Saved ViewSearches for list entries by specified criteria from a saved view.
- Search OrganizationsSearches for organizations.
- Search PersonsRetrieves a list of persons by specified criteria.
- Set a Custom Field ValueSets a custom field value to a specified entity.
- Update a Custom Field ValueUpdates a custom field value.
- Update a PersonUpdates an existing person by its id.
- Update an OpportunityUpdates an existing opportunity.
- Update an OrganizationUpdates an existing organization details.
- Watch EventsTriggers when a specified event occurs.
Lofty modules
- Create a LeadCreates a new lead in the system.
- Create a NoteCreates a note in the user's account.
- Create a TaskCreates a new task in the specified project.
- Create a TransactionCreates a transaction in the system with specified details.
- Delete a LeadDeletes a lead from the system.
- Delete a NoteDeletes a note from the service.
- Delete a TaskDeletes a specified task from the service.
- Get a CallRetrieves a single call details.
- Get a LeadRetrieves a lead from the service.
- Get a NoteRetrieves a note from a specified source.
- Get a TaskRetrieves information about a specific task.
- Get a Transaction by Lead ID and Transaction IDRetrieves a transaction by lead ID and transaction ID.
- Get an Address of a Transaction's PropertyRetrieves the address of a transaction's property using the transaction ID.
- Get Appointments of a LeadRetrieves appointments of a lead.
- Get Tasks of a LeadRetrieves tasks of a lead.
- List CallsRetrieves a calls list.
- List LeadsRetrieves all leads from the service.
- List NotesRetrieves all notes.
- List Transactions by LeadRetrieves all lead transactions.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a LeadUpdates a lead with new information.
- Update a NoteUpdates a note in the service with new content or information.
- Update a TaskUpdates a task with new information provided by the user.
- Update a TransactionUpdates a transaction with the specified details.
- Update the Address of a Transaction's PropertyUpdates the address of a property's transaction.
- Watch EventsTriggers when a new event occurs.
Frequently asked questions
Common questions about connecting Affinity and Lofty.
Connect your Affinity and Lofty accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Affinity's "Watch Events" fires, WEXTL can "Create a Lead" in Lofty. Affinity has 1 trigger (including Watch Events); Lofty has 25 actions (including Create a Lead, Create a Note, and Create a Task). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Affinity-to-Lofty automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Affinity (or Lofty) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Affinity + Lofty automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Affinity and Lofty integration.
- Affinity and Lofty integration source code, module specs and credentials implementation.
- Our Affinity and Lofty integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Affinity and Lofty — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Affinity integration information
- Lofty integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library