Connect Real Geeks to Lofty and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly connect Real Geeks to Lofty with a Zapier template.
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Choose a Trigger
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Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SiteRequired
Try It- SegmentRequired
Try It- New Transaction
New transaction trigger
Try It - Zap Trigger IDRequired
Try It
- SiteRequired
- Agent
- SourceRequired
- Type
- First Name
- Last Name
- Phone Number
- Email Address
- Address
- Street Address
- City
- State
- Zip Code
- Contact Message
- Notes
- Region
- PipelineRequired
Try It- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It - Update Transaction
Update transaction trigger
Try It
Related categories
Related categories