Flodesk + Lofty

Manage new or updated smart plan actions in Chime by creating or updating subscribers in Flodesk

Elevate your efficiency by linking Chime and Flodesk through this seamless workflow. When a Smart Plan Action is executed in Chime, the process kicks off the creation or update of a Subscriber in Flodesk, eliminating the need for manual handling. It's a straightforward solution to save you valuable time and streamline your subscriber management tasks.

Elevate your efficiency by linking Chime and Flodesk through this seamless workflow. When a Smart Plan Action is executed in Chime, the process kicks off the creation or update of a Subscriber in Flodesk, eliminating the need for manual handling. It's a straightforward solution to save you valuable time and streamline your subscriber management tasks.

  1. When this happens...
    LoftyLofty
    Smart Plan Action

    Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.

    TriggerInstant
  2. automatically do this!
    FlodeskFlodesk
    Create/Update Subscriber

    Creates a new subscriber or updates an existing one.

    ActionWrite
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Supported triggers and actions

    • PipelineRequired

    Trigger
    Instant
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  • Lofty triggers, actions, and search

    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    Trigger
    Instant
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  • Lofty triggers, actions, and search

    Update Transaction

    Update transaction trigger

    Trigger
    Instant
    Try It
    • Transaction NameRequired

    • Transaction ID

    • Lead First NameRequired

    • Lead Last Name

    • Lead ID

    • Associated Lead Email

    • Transaction Owner ID

    • Transaction Owner Email

    • Transaction TypeRequired

    • Transaction StageRequired

    • Close Price

    • GCI

    • Team Revenue

    • Agent Revenue

    • Commission Rate

    • Timezone

    • Closed Date

    • Expected Close

    • Appointment Date

    • Agreement Signed Date

    • Offer Date

    • Contract Date

    • Appraisal Date

    • Home Inspection Date

    • Escrow Date

    • Expiration Date

    • Property Address

    • Property Unit

    • Property Listing Status

    • Property MLS Listing ID

    • Property Label

    • Property List Price

    • Property Type

    • Property Bedrooms

    • Property Bathrooms

    • Property Square Feet

    • Property Lot Size (Sqft)

    • Property Note

    Action
    Write
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About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.
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Related categories

  • Email Newsletters
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About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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