CRM

Lofty + StackGo

Run compliance from inside Lofty. Checks start from a record and the result lands back on the client.

Lofty publishes 11 trigger events and 8 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Lofty is

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

Description supplied by Lofty.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

  • Lead Pipeline Changed
  • New Lead
The write-back

What StackGo puts back on the record

A Lofty connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

Everything else Lofty publishes

Lofty’s public integration surface

The rest of what Lofty exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

9 more events
  • Segment Changed
  • New Transaction
  • GetSegmentMetaTrigger
  • getImportAsSetting
  • GetPipelineMetaTrigger
  • Smart Plan Action
  • Test
  • Transaction File Uploaded
  • Update Transaction
8 actions
  • Create Lead
  • Create Transaction
  • Update Lead
  • Update Transaction
  • Custom Actions (Beta)
  • API Request (Beta)
  • Find Record
  • Fetch Custom Actions

Names are Lofty’s own, read from its public Zapier listing on 28 August 2026.

Questions

Common questions about Lofty

What is a Lofty account?

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

Which Lofty events can start a compliance check?

“Lead Pipeline Changed”, “New Lead”. These are Lofty’s own trigger names from its public Zapier listing. StackGo does not connect to Lofty yet, so they show where a connector would start.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Where this sits

Lofty is the record. StackGo runs the steps around it.

Every step writes back to Lofty, so the client record stays the source of truth.

Want Lofty connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.