Lofty by Maxmel Tech

lofty is an ai powered platform for real estate professionals, offering lead generation, crm, marketing tools, and transaction management integrating with make com enables users to automate workflows, streamline client management, and enhance productivity in real estate operations this is ai generated content based on official lofty documentation the content may still contain errors—please verify important information if you have questions, contact lofty support directly how to get support on lofty lofty is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=lofty\&app slug=lofty community\&app unique id=lofty 5nk67o requirements to use the lofty app in make, you must have an active lofty account and either an oauth 2 0 access token or an api key, create your account on lofty app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect lofty and {{product name}} to get started, you must first create a connection between lofty and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api key oauth2 0 instructions you need to obtain an access token using oauth 2 0 login to your lofty account using your credentials navigate to the section or documentation for lofty oauth2 0 follow the instructions provided to obtain an access token api key instructions you need to retrieve your api key from your lofty account login to your lofty account using your credentials navigate to the settings section go to the integrations section select the api option locate and copy your api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=lofty\&app slug=lofty community\&app unique id=lofty 5nk67o create the connection in {{product name}} log in in your make account , add the lofty module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your lofty or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page lofty modules after connecting to the lofty app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a lead adds a new lead to your account, allowing you to capture and manage potential customer information within the system create a note adds a new note to your account, allowing you to save important information or reminders directly within your app create a task adds a new task to the project you choose, helping you organize and track your work within that specific project create a transaction creates a new transaction in the system using the details you provide, allowing you to record and track specific financial activities delete a lead permanently removes a selected lead from your system, ensuring that all their information is deleted delete a note permanently removes a selected note from your account delete a task permanently removes a selected task from your account, ensuring it is no longer available in the service get appointments of a lead fetches and displays all scheduled appointments associated with a specific lead, allowing you to view their upcoming and past meetings get tasks of a lead fetches and displays all the tasks associated with a specific lead, allowing you to view and manage the lead’s activities more effectively get a call fetches detailed information about a specific call, including key data such as call duration, participants, and timestamps get a lead fetches detailed information about a specific lead from the service get a note fetches a note from the source you specify, allowing you to access its details and content directly get a task fetches detailed information about a particular task, such as its status, description, and other relevant details get a transaction by lead id and transaction id this module allows you to find and view detailed information about a specific transaction by using both the lead id and the transaction id get an address of a transaction's property this module helps you find and retrieve the specific address linked to a property's transaction by using the transaction id list calls retrieves a detailed list of calls, providing information about each call in your account list leads fetches a complete list of all leads from your connected service, allowing you to view and manage every lead in one place list notes fetches and displays a complete list of all your notes, allowing you to view every note you’ve created list transactions by lead fetches a complete list of all transactions associated with your leads, giving you detailed insights into each lead’s activity make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to access features or endpoints that aren’t available in the standard modules update a lead updates an existing lead by adding or modifying their details with the latest information update a note updates an existing note in the service by replacing its current content or adding new information update a task updates an existing task with the latest details or changes you provide, ensuring your task information stays current and accurate update a transaction updates an existing transaction by modifying its details according to the information you provide update the address of a transaction's property updates the address information associated with a specific property transaction, allowing you to keep property records accurate and up to date watch events the "watch events" module monitors your selected app for new events as they happen and automatically triggers actions in your scenario whenever a new event is detected this helps you stay updated and respond instantly to important changes or activities within the app templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} lofty resources you can have access to more resources related to this app on the following links lofty topics on make community lofty website lofty documentation lofty api documentation lofty page on make