STEP 1
Select Lofty in workflow
Pick Lofty app in the workflow builder [4] - just one click to select the app.
Lofty Integration
Real estate CRM for leads, transactions, tasks, and agent productivity. Keep Lofty contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Events fires, automatically continue with Get a Call or Get a Lead.
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- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Lofty integration
Triggers can detect changes in Lofty and run actions that can create, search or modify data inside Lofty automatically [3] — exactly how you set them.
- Watch EventsTriggers when a new event occurs.
- 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.
- 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.
How to integrate Lofty in automation workflow?
3 simple steps to make your Lofty connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Lofty
When prompted, authorize access to Lofty in WEXTL once. Lofty credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Lofty account. Approve?
STEP 3
Build a workflow
Build your workflow with Lofty yourself or with WEXTL® AI Builder. Connect Lofty to any available integrations [5], or use HTTP node to go beyond them.
Lofty
How Lofty connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Lofty app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Lofty supports.
The following table illustrates what fields Lofty integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Lofty is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | You can get your API Key via |
Connect Lofty to popular apps on WEXTL
Enter a name of the other app you want to sync with Lofty below. Click on selected app to explore integration options with Lofty. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Lofty integration
Select Watch Events trigger from Lofty - this will be a starting point in your automation. Whenever event happens in Lofty, workflow will start [7] from Watch Events node.
Search for Create a Lead, connect it as the next step of integration sequence. You can use filters between Watch Events and Create a Lead, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Lofty automation. All parts of workflow are visible on the canvas [4].
Lofty on WEXTL has 26 modules for combining crm automations. Explore Lofty documentation for more.
Video slide demonstrates how Watch Events and Create a Lead [6] nodes are used in Lofty workflow.
Frequently asked questions
Common questions about automating Lofty in your workflows.
Lofty has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.
Integration has 25 actions, including "Get a Call", "Get a Lead", and "Get a Note", and more. Refer to our Lofty Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Lofty integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Lofty official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Lofty provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Lofty or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Lofty inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Lofty modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Lofty integration.
- Lofty integration source code, module specs and credentials implementation.
- Internal Lofty integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Lofty vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Lofty App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation