Lofty

lofty is an ai powered all in one platform for real estate professionals, offering crm, lead generation, marketing automation, and productivity tools integrating lofty with make com enables seamless workflow automation, boosting efficiency for real estate teams and agents 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 api key or oauth 2 0 credentials, create your account on lofty app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 oauth 2 0,api key oauth 2 0 instructions you need to generate your token login to your platform using your credentials navigate to the section where you can obtain oauth 2 0 credentials locate or register your application to receive your credentials retrieve the client id and client secret provided for your application initiate the oauth 2 0 flow 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 select integrations from the available options go to the api section locate and retrieve 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 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 track potential customers in the system create a note adds a new note to your account, allowing you to easily save and organize important information create a task adds a new task to the project you choose, helping you organize and manage your work more efficiently create a transaction adds a new transaction to 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 on the service 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 easily view their upcoming or past meetings get tasks of a lead fetches and displays all the tasks that are associated with a specific lead, helping you keep track of activities and follow ups 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 chosen source, allowing you to access its details and content directly get a task fetches detailed information about a particular task, including its current status and other 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 get an address of a transaction's property fetches the specific address linked to a property's transaction by using the transaction id you provide 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 your account, allowing you to view and manage every lead collected through the service 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 detailed list of all lead transactions, allowing you to view and manage every transaction associated with your leads make an api call allows you to make a custom api request to the connected service using your authorized account, letting you access features or data not covered by 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 with new or revised information update a task allows you to update an existing task by adding or changing details such as the task name, description, due date, or other relevant information you provide update a transaction allows you to update an existing transaction by entering the specific details you want to change, such as the amount, date, or description update the address of a transaction's property updates the address details associated with a specific property transaction, allowing you to keep property records accurate and up to date watch events monitors and captures new events as they occur, allowing you to automatically trigger workflows whenever an event takes place 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