STEP 1
Connect Apptivo 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.
Apptivo and Lofty Integration
Build crm workflows between Apptivo and Lofty on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Apptivo and Lofty
Detailed info you need to know about Apptivo and Lofty integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Lofty
Set up your Apptivo and Lofty integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo 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 Apptivo and Lofty. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Lofty work in WEXTL?
WEXTL exposes actions and triggers for Apptivo 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.
Apptivo triggersLofty actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
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 Apptivo and Lofty.
Connect your Apptivo 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 Apptivo's "Watch Cases" fires, WEXTL can "Create a Lead" in Lofty. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); 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. Apptivo-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 Apptivo (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 Apptivo + 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 Apptivo and Lofty integration.
- Apptivo and Lofty integration source code, module specs and credentials implementation.
- Our Apptivo and Lofty integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo 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.
- Apptivo integration information
- Lofty integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library