STEP 1
Connect folk 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.
folk and Lofty Integration
Build crm workflows between folk 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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How to connect folk to Lofty
Set up your folk and Lofty integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected folk 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 folk and Lofty. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between folk and Lofty work in WEXTL?
WEXTL exposes actions and triggers for folk 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.
folk triggersLofty actions
folk modules
- Add a Group MemberAdds a member to a group.
- Create a CompanyCreates a company in the workspace.
- Create a GroupCreates a group in the workspace.
- Create a Group Custom FieldCreates a custom field on a group.
- Create a NoteCreates a note on a person, company, or object.
- Create a PersonCreates a person in the workspace.
- Create a ReminderCreates a reminder on a record.
- Create a TaskCreates a task on a record.
- Create an InteractionLogs an interaction with a person or a company.
- Create an ObjectCreates an object in a group.
- Create People in BatchCreates several people in one request.
- Delete a CompanyDeletes a company from the workspace.
- Delete a NoteDeletes a note.
- Delete a PersonDeletes a person from the workspace.
- Delete a ReminderDeletes a reminder.
- Delete a TaskDeletes a task.
- Delete an InteractionDeletes a logged interaction.
- Delete an ObjectDeletes an object from a group.
- Delete Companies in BatchDeletes several companies in one request.
- Delete Objects in BatchDeletes several objects of one type in one request.
- Delete People in BatchDeletes several people in one request.
- Get a CompanyReturns a single company.
- Get a Group Custom FieldReturns a single custom field.
- Get a NoteReturns a single note.
- Get a PersonReturns a single person.
- Get a ReminderReturns a single reminder.
- Get a TaskReturns a single task.
- Get a UserReturns a single workspace user.
- Get an InteractionReturns a single interaction.
- Get an ObjectReturns a single object.
- Get the Current UserReturns the user for this API key.
- List CompaniesRetrieves a list of companies.
- List Group Custom FieldsRetrieves the custom fields for one entity type in a group.
- List Group MembersRetrieves the members of a group.
- List GroupsRetrieves a list of groups.
- List NotesRetrieves a list of notes.
- List ObjectsRetrieves the objects of one type in a group.
- List Past InteractionsRetrieves past interactions for one record.
- List PeopleRetrieves a list of people.
- List RemindersRetrieves a list of reminders.
- List TasksRetrieves a list of tasks.
- List Upcoming InteractionsRetrieves upcoming interactions for one record.
- List UsersRetrieves the users in the workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Task as DoneRecords a task as finished.
- Mark a Task as to DoReturns a finished task to the to-do list.
- Remove a Group MemberRemoves a member from a group.
- Update a CompanyUpdates a company in the workspace.
- Update a GroupUpdates a group's name or visibility.
- Update a Group Custom FieldUpdates a custom field on a group.
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 folk 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 folk and Lofty.
Connect your folk 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 folk's "Watch Company Created" fires, WEXTL can "Create a Lead" in Lofty. folk has 19 triggers (including Watch Company Created, Watch Company Deleted, and Watch Company Groups Updated); 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. folk-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 folk (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 folk + 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 folk and Lofty integration.
- folk and Lofty integration source code, module specs and credentials implementation.
- Our folk and Lofty integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for folk 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.
- folk integration information
- Lofty integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library