Lofty Pensight

Lofty + Pensight Integrations, Built by an AI Agent

Put Lofty + Pensight to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Lofty and Pensight below — describe the exact one you want above and the Agent builds it on demand.

Lofty + Pensight When a form response is submitted in Pensight, create or update the lead in Lofty. See details
Create CRM contacts from new bookings When a customer makes a new booking in Pensight, automatically create or update their contact record in Lofty. See details
Schedule sales calls for newly qualified leads When a deal stage changes in Lofty, automatically create a booking in Pensight to block off time for a demonstration. See details

Browse the full workflow library →

Looking to achieve something else with Lofty and Pensight?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Lofty and Pensight

Everything Lofty and Pensight can do inside a workflow — the triggers that start one and the actions that run when it fires.

Lofty Explore Lofty →

Lofty is an AI-powered real estate CRM and lead generation platform designed to help real estate agents automate marketing and manage lead pipelines.

Triggers
Segment Changed

Triggers when a lead is moved to the selected group.

Lead Pipeline Changed

Triggers when a lead is moved to the selected pipeline.

New Transaction

New transaction trigger

New Lead

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

Smart Plan Action

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

Transaction File Uploaded

Fires when a new file is uploaded to a Transaction in Lofty.

Actions
Create Lead

Creates a new lead.

Create Transaction

Create Transaction Action

Update Lead

Updates an existing lead.

Update Transaction

Update Transaction Action

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Pensight Explore Pensight →

Pensight is an all-in-one digital storefront and scheduling platform designed for creators, coaches, and consultants to sell services.

Triggers
New Client Started Their First Order

Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.

Client Submitted an Order

Triggers when client submits a new order. Useful for post-checkout actions.

A User Submitted Form Result

Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Lofty + Pensight

Is there a pre-built Lofty + Pensight automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Lofty and Pensight's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Lofty or Pensight connector?

No. The Agent works whether or not Lofty or Pensight already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

How do Lofty and Pensight keep contact information synchronized?

When a new appointment is booked in Pensight, customer details automatically sync to create or update lead records inside Lofty.

Can booking changes automatically update my pipeline in Lofty?

Yes, when meetings are booked or updated in Pensight, relevant deal stages or activity logs in Lofty update instantly.

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