Lofty by Maxmel Tech

lofty is an ai powered real estate platform offering marketing automation, lead generation, crm, and productivity tools for agents, teams, and brokers integrating with make com enables seamless workflow automation and data syncing for real estate professionals using lofty’s suite 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 https //lofty com 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 access token or an api key, https //lofty com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/lofty community/ 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 generate your access token login to your lofty platform using your credentials navigate to the section for oauth 2 0 documentation follow the instructions 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 integrations 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 store important information or reminders directly within your workspace create a task adds a brand new task to the project you choose, helping you organize and track your work more efficiently create a transaction creates a new transaction in the system using the details you provide, such as amount, date, and description delete a lead permanently removes a selected lead from your system, ensuring that all associated information for that lead 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 details and manage activities related to that lead 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 a source you choose, allowing you to access the details or content of that specific note get a task fetches detailed information about a particular task, including its status and relevant details get a transaction by lead id and transaction id fetches detailed information about a specific transaction using both the lead id and the transaction id you provide get an address of a transaction's property this module fetches the specific address details of a property's transaction when you provide its transaction id list calls fetches a detailed list of calls, providing information about each call in your account list leads fetches a complete list of all leads stored in the service, allowing you to view and manage every lead in your account list notes fetches and displays a list of all your notes, allowing you to view every note you've created list transactions by lead fetches a complete list of all lead transactions, allowing you to view detailed records of every transaction associated with your leads make an api call allows you to make a custom, authorized api request to the app, enabling you to interact with any of its available endpoints 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 content or adding new information update a task updates an existing task with the details you specify, allowing you to modify information such as the task’s title, description, due date, or other fields 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 actively monitors your selected app for new events as they occur, automatically triggering workflows in make whenever something important happens this helps you stay updated and respond instantly to changes or activities within your app templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=lofty https //lofty com https //api lofty com/docs https //api lofty com/docs/reference https //www make com/en/integrations/lofty community