Futureworks Lofty

Log activity in CRM when task comments are added

When a comment is added to a client task in Futureworks, automatically log the activity in Lofty on the customer record.

Try:

See all Futureworks + Lofty integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Futureworks Explore Futureworks →

Triggers
New task created

Fires when a new task or card is created in Futureworks.

Task completed

Fires when a task in Futureworks is marked complete.

Due date approaching

Fires when a task's due date in Futureworks is coming up.

Comment added

Fires when a comment is added to a task in Futureworks.

Actions
Create task

Creates a new task in Futureworks.

Update task

Updates a task's status or assignee in Futureworks.

Add comment

Posts a comment on a task in Futureworks.

Move task

Moves a task in Futureworks to a different board or list.

Lofty Explore Lofty →

Triggers
New lead created

Fires when a new lead or contact is created in Lofty.

Deal stage changed

Fires when a deal moves to a new stage in Lofty.

Deal won

Fires when a deal is marked won in Lofty.

Contact updated

Fires when a field on a contact changes in Lofty.

Actions
Create or update contact

Creates or updates a contact in Lofty.

Create deal

Creates a new deal in Lofty.

Update deal stage

Moves a deal to a new stage in Lofty.

Log activity

Logs a call, email, or note against a record in Lofty.

Generate project tasks when deals are won When a deal is won in Lofty, automatically create a project task in Futureworks to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in Futureworks, automatically update the deal stage in Lofty to keep sales reps informed. See details

See all Futureworks + Lofty integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between Futureworks and Lofty?

Yes — describe it in the box above and Knit's Integrations Agent researches Futureworks and Lofty's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Futureworks and Lofty help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Lofty automatically spin up project tasks?

Yes, when a deal is won or changes stages in Lofty, you can instantly create initial project tasks in Futureworks.

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