STEP 1
Connect Clientify 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.
Clientify and Lofty Integration
Keep Clientify and Lofty in sync by integrating their events and actions. When crm events happen in Clientify, update the Lofty automatically - without any line of code in visual workflow builder.
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Learn about Clientify and Lofty
Detailed info you need to know about Clientify and Lofty integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Lofty
Set up your Clientify and Lofty integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify 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 Clientify and Lofty. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Lofty work in WEXTL?
WEXTL exposes actions and triggers for Clientify 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.
Clientify triggersLofty actions
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Lofty integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Lofty.
Connect your Clientify 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 Clientify's "Watch Contacts" fires, WEXTL can "Create a Lead" in Lofty. Clientify has 2 triggers (including Watch Contacts and Watch Deals); 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. Clientify-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 Clientify (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 Clientify + 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 Clientify and Lofty integration.
- Clientify and Lofty integration source code, module specs and credentials implementation.
- Our Clientify and Lofty integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify 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.
- Clientify integration information
- Lofty integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library