Lofty + Trello Integration

Integrate Lofty to Trello in one click, or tell Integrately AI how you want each lead handled. Create cards, update pipelines, assign team members, and keep your projects organized automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lofty
    Transaction is created or updated in Lofty Instant
  • Lofty
    Lead is created or updated in Lofty Instant
  • Lofty
    Lead pipeline is changed in Lofty Instant
  • Trello
    Card is created in Trello
  • Trello
    Card is moved to list in Trello Instant
  • Trello
    Card is updated in Trello Instant
  • Trello
    Comment is added to a card in Trello
  • Trello
    Card is archived in Trello
  • Trello
    Label is added to card in Trello Instant
  • Trello
    Notification is created in Trello
  • Trello
    Checklist is created in Trello
  • Trello
    Activity is created in Trello Instant
  • Trello
    Member is added to card in Trello
  • Trello
    Board is added in Trello
  • Trello
    Label is created in Trello
  • Trello
    Attachments is added to card in Trello
  • Trello
    List is created in Trello
Arrow Right
2.
  • Lofty
    Update transaction in Lofty
  • Lofty
    Get transaction by lead id and transaction id in Lofty
  • Lofty
    Create transaction in Lofty
  • Lofty
    Create lead in Lofty
  • Lofty
    Update lead in Lofty
  • Lofty
    Search lead in Lofty
  • Lofty
    Add note in Lofty
  • Lofty
    Get lead by Id in Lofty
  • Trello
    Get checklist item by id in Trello
  • Trello
    Find checklist item in Trello
  • Trello
    Get board by ID in Trello
  • Trello
    Get list by ID in Trello
  • Trello
    Get member by ID in Trello
  • Trello
    Get organization by ID in Trello
  • Trello
    Find card in Trello
  • Trello
    Get label by ID in Trello
  • Trello
    Create card in Trello
  • Trello
    Update card in Trello
  • Trello
    Move card to list in Trello
  • Trello
    Add member to card in Trello
  • Trello
    Archive card in Trello
  • Trello
    Get attachments of card in Trello
  • Trello
    Get card by ID in Trello
  • Trello
    Create board in Trello
  • Trello
    Search board in Trello
  • Trello
    Copy board in Trello
  • Trello
    Close board in Trello
  • Trello
    Create checklist Item in Trello
  • Trello
    Add attachment to card in Trello
  • Trello
    Complete checklist Item in card in Trello
  • Trello
    Search list on board in Trello
  • Trello
    Create custom field in Trello
  • Trello
    Assign member to board in Trello
  • Trello
    Search member in Trello
  • Trello
    Add checklist to card in Trello
  • Trello
    Find checklist in Trello
  • Trello
    Delete checklist in card in Trello
  • Trello
    Create list in Trello
  • Trello
    Create comment in Trello
  • Trello
    Add label to card in Trello
  • Trello
    Add existing label to card in Trello
  • Trello
    Remove label in Trello
  • Trello
    Add label to board in Trello
  • Trello
    Find label on board in Trello

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Ready WorkflowsReady Workflows   for Lofty + Trello Integration

Capture leads, create cards, update pipelines, assign team members, and track workflows, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Lofty + Trello flow

Send follow-up emails, update documents, notify team channels, and sync calendar schedules after your core automation runs. Pick a combination and activate it in one click.

Lofty
Trello
+
GmailGmail (4)
+
DocuSignDocuSign (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
L
T
G
Add every new Lofty lead to your Trello board, and send a confirmation email in Gmail
New Lofty leads immediately generate a Trello card and trigger a welcome email in Gmail, removing manual copying.
T
L
G
When a Trello card is created, update the lead in Lofty and send a notification email in Gmail
Keep your Lofty records updated when new Trello cards are created while alerting stakeholders via Gmail.
L
T
G
If a Lofty lead pipeline changes, update the Trello card and email the client in Gmail
Pipeline stage shifts in Lofty update your Trello boards and dispatch update emails through Gmail automatically.
T
C
L
G
Use ChatGPT to draft a follow-up email when a Trello card is moved, update Lofty, and send via Gmail
Generate AI follow-up drafts when Trello cards move, update Lofty records, and email clients through Gmail.

Supported triggers and actions for Lofty and Trello

Mix and match to build the exact automation you need

Lofty
Lofty Triggers & Actions
Instant
Transaction is created or updated in Lofty
Triggers the automation when a transaction is created or updated
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Instant
Lead is created or updated in Lofty
Triggers the automation when a lead is created or updated
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Instant
Lead pipeline is changed in Lofty
Triggers the automation when the pipeline associated with the lead is changed
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Update transaction in Lofty
Try it →
Get transaction by lead id and transaction id in Lofty
Try it →
Create transaction in Lofty
Try it →
Create lead in Lofty
Triggers the automation when a new lead is created
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Update lead in Lofty
Updates the lead information
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Search lead in Lofty
Retrieves information for a particular lead
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Add note in Lofty
Adds a note
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Get lead by Id in Lofty
Retrieves a lead's information based on their id
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Trello
Trello Triggers & Actions
Card is created in Trello
Triggers the automation when a card is archived
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Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
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Instant
Card is updated in Trello
Triggers the automation when a card is updated
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Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
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Card is archived in Trello
Triggers the automation when a card is archived
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Instant
Label is added to card in Trello
Triggers the automation when any card is labelled
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Notification is created in Trello
Triggers the automation when a notification is created
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Checklist is created in Trello
Triggers the automation when a new checklist is created
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Instant
Activity is created in Trello
Triggers the automation when a new activity is created
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Member is added to card in Trello
Triggers the automation when a member is assigned to a card
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Board is added in Trello
Triggers the automation when a new board is added
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Label is created in Trello
Triggers the automation when a new label is created
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Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
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List is created in Trello
Triggers the automation when a new list is created
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Get checklist item by id in Trello
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Find checklist item in Trello
Searches and locates a item in the checklist
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Get board by ID in Trello
Retrieve board by ID
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Get list by ID in Trello
Retrieve list by ID
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Get member by ID in Trello
Retrieve member by ID
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Get organization by ID in Trello
Retrieve organization by ID
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Find card in Trello
Locates a card within the application
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Get label by ID in Trello
Retrieve label by ID
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Create card in Trello
Generates a new card for a task
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Update card in Trello
Updates the information on the selected card
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Move card to list in Trello
Relocates a particular card to a list
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Add member to card in Trello
Assigns a team member to a task card
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Archive card in Trello
Move card to an archive section for future reference
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Get attachments of card in Trello
Retrieves attachments associated with a card
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Get card by ID in Trello
Retrieves a card using its id
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Create board in Trello
Generates a new board
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Search board in Trello
Searches for a board
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Copy board in Trello
Duplicate the entire content of the current board
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Close board in Trello
Close an existing board
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Create checklist Item in Trello
Generates a checklist item in a particular checklist
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Add attachment to card in Trello
Adds an attachment to a card in the particular project or board
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Complete checklist Item in card in Trello
Mark a checklist item as complete in a card
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Search list on board in Trello
Searches for a list in a board
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Create custom field in Trello
Creates a new marketing campaign
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Assign member to board in Trello
Adds a member to a designated board
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Search member in Trello
Searches for a member with
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Add checklist to card in Trello
Adds a checklist with tasks to a card
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Find checklist in Trello
Locate and access a predefined checklist with
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Delete checklist in card in Trello
Removes the entire checklist from the particular card
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Create list in Trello
Generates a new list
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Create comment in Trello
Generates a new comment
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Add label to card in Trello
Adds a label to a card in the particular list
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Add existing label to card in Trello
Adds an existing label to a card
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Remove label in Trello
Removes a label
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Add label to board in Trello
Creates a label on a board
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Find label on board in Trello
Locate and extract label information from a board
Try it →

What can you automate with Lofty + Trello?

Streamline your real estate operations by connecting Lofty triggers to automated Trello project workflows.

What you can automate?
🎯
Sync every new Lofty lead into Trello cards automatically
Create a Trello card the moment a lead is created or updated in Lofty. Eliminate manual copying and give your team instant visibility.
📝
Capture every submitted lead field into your board
Map all available Lofty lead details and custom fields directly into your Trello card descriptions and checklists for complete context.
🔔
Notify the right team member immediately
Trigger instant team alerts in Slack or Gmail whenever a new Trello card is generated from a high-priority Lofty transaction.
🔀
Route leads based on pipeline stages
Move Trello cards to different lists automatically whenever a lead pipeline is changed in Lofty to match your exact sales stages.
🔄
Keep boards and CRM records constantly updated
Update Lofty lead records whenever corresponding Trello cards are modified, edited, or moved across lists.
🛡️
Prevent duplicate records across systems
Search existing Lofty leads and Trello cards before creating new entries to keep your databases clean and organized.
⏱️
Manage transaction status changes seamlessly
Update Trello cards and trigger follow-ups when transactions are created, updated, or marked as closed in Lofty.
🔌
Extend your workflow with supporting apps
Connect Gmail, Slack, or Google Calendar to your Lofty and Trello flow to trigger emails, meetings, and notifications in one step.
And much more...

Who is Lofty + Trello integration for?

Real estate professionals, project managers, and sales teams connect Lofty and Trello to eliminate manual data entry, streamline pipeline tracking, and keep deals moving forward.

Real estate brokers
Real estate brokers
Sales agents
Sales agents
Transaction coordinators
Transaction coordinators
Operations managers
Operations managers
Client success leads
Client success leads
CRM administrators
CRM administrators
📈
Real estate brokers
You manage dozens of active transactions across your brokerage but your project boards only update when someone manually types in new lead details, so your portfolio reviews are always based on outdated numbers — this integration means every new Lofty lead creates a Trello card instantly and your pipeline stays current.
Sales agents
You need to act fast when a new property inquiry comes in, but you find out too late because leads sit in your CRM before anyone builds a task card — with this integration, every lead creation triggers a Trello card immediately and your follow-up window stays razor sharp.
📋
Transaction coordinators
You answer to clients and home buyers who want to see daily progress on their closing checklist, but keeping two systems updated by hand leads to missed steps — connecting these apps means every Lofty transaction update populates your Trello boards automatically.
🏢
Operations managers
The volume of inbound property submissions is too high for your staff to keep up by hand, resulting in scattered tasks and dropped leads — automating both apps means every submitted lead flows straight into structured Trello cards without manual intervention.
🤝
Client success leads
You own the onboarding stage and depend on sales agents to hand over lead details when contracts are signed, but information gets lost in transition — this integration means every pipeline stage change in Lofty updates your Trello workflow instantly.
🗂️
CRM administrators
You need a reliable history of all client interactions and project tasks, but manual entry leaves constant gaps in your database logs — automating both apps means every lead and task syncs cleanly across Lofty and Trello with zero missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Lofty + Trello

Build and manage your Lofty + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Lofty + Trello with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Lofty to Trello?
Frequently Asked Questions
You can connect Lofty and Trello in 1 click using ready templates on Integrately, or use Integrately AI to set up custom workflows with apps like Slack, Gmail, and Calendly.
Can I automatically create Trello cards from new Lofty leads?
Frequently Asked Questions
Can I connect Lofty, Trello, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and Trello?
Frequently Asked Questions
How are Lofty leads synced to Trello boards?
Frequently Asked Questions
Can Trello card updates modify Lofty records?
Frequently Asked Questions
Do I need coding skills to automate Lofty and Trello?
Frequently Asked Questions
Is the Lofty and Trello integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Lofty or Trello With 1500+ Other Apps

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Trello
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Sync Trello with project management, time tracking, and communication tools to keep your team collaborative and productive.
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