Dotloop + Konnectify

Learn how to integrate and use Dotloop with Konnectify to automate real estate transaction workflows, manage loops, contacts, documents, and tasks across your connected business applications.

What is Dotloop?

Dotloop is a cloud-based real estate transaction management platform that helps agents, brokers, and teams manage deals from listing to closing. It allows users to create loops (transactions), manage contacts and participants, upload and share documents, assign tasks, and collaborate digitally in one centralized workspace.

Why integrate via Konnectify?

By integrating Dotloop with Konnectify, you can automate transaction workflows and eliminate repetitive manual work without writing code.

Konnectify allows Dotloop to connect with your CRM, marketing tools, document storage systems, accounting platforms, and internal applications so that loop data, contact updates, document uploads, and task information flow automatically between systems.

This ensures better visibility into transactions, improved collaboration, and streamlined real estate operations.

What You Can Do with Dotloop in Konnectify?

When Dotloop is connected to Konnectify, you can build powerful automations such as:

• Automatically create loops when new deals are added in your CRM
• Sync contact details between Dotloop and external systems
• Automatically create or update profiles, folders, and participants
• Upload documents to loops from cloud storage platforms
• Track loop updates and notify teams in Slack or email
• Sync transaction data to Google Sheets or databases for reporting
• Automatically assign participants to loops with specific roles
• Retrieve loop, folder, task, or document details for downstream processing

These automations help reduce manual data entry, keep transaction data consistent, and improve operational efficiency across your real estate workflows.

Konnectify uses the Dotloop API to securely interact with your Dotloop account. The API allows external platforms to create, read, update, and manage profiles, loops, folders, contacts, participants, documents, and tasks programmatically.

• Create and update profiles
• Create, update, and retrieve loops
• Manage folders within loops
• Create and manage contacts
• Add or update loop participants
• Upload and retrieve documents
• Access task lists and task items

Dotloop supports API authentication using secure API credentials provided within your Dotloop developer settings.

You will need appropriate API credentials while creating the connection in Konnectify.

• API access depends on your Dotloop account type and permissions
• Certain fields may be mandatory when creating profiles, loops, or contacts
• Ensure correct profile and loop IDs are used while performing updates
• Uploaded documents must meet Dotloop file format requirements
• User roles and permissions may restrict certain operations

For detailed API references, request and response parameters, and examples, refer to the official Dotloop API documentation.

Before creating the workflow, ensure you have:

• A valid Dotloop account
• Required API credentials from Dotloop
• Access to the Konnectify platform
• Required admin or API permissions in Dotloop
• Permission to create or manage connections in Konnectify

Step 1: Connect Dotloop in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select Dotloop
4. Enter:
   • Connection Name (e.g., my dotloop connection – This name is for reference only and helps distinguish between multiple Dotloop connections within Konnectify)
   • Required API credentials provided by Dotloop
5. Click Create Connection

Step 2: Create a New Konnecter

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: CRM, Webhook, Google Forms, or Dotloop)
3. Select the required trigger event (for example: New Loop Event)
4. Choose the Dotloop connection you created and click Continue

Step 3: Add and Configure Dotloop Action

1. Click Action
2. Select Dotloop
3. Choose an action (for example: Create Loop)
4. Select the Connection and click Continue
5. Fill all mandatory fields such as:
   • Profile ID
   • Loop Name
   • Contact Details
   • Folder Details
   • Participant Role
   • Required identifiers

Step 4: Value Mapping and Workflow Testing

• Map dynamic fields from the trigger output
• Use static values only when required
• Run the workflow using sample data
• Verify the execution status and response from Dotloop

Step 5: Activate Konnector

• Save the Konnector
• Turn the workflow ON
• Perform a real-time test from the trigger source
• Confirm that the data is reflected in Dotloop

Automatically Create Loops from CRM Deals

Trigger: New Deal Created in CRM • Action: Create Loop in Dotloop

Use case: Automatically create a new loop when a property deal is created in your CRM.

• Eliminates manual loop creation
• Ensures transactions are tracked from the start
• Improves deal visibility

Sync Contacts Between Dotloop and CRM

Trigger: New Contact Event (Instant) • Action: Create or Update Contact in CRM

Use case: Keep contact records synchronized between Dotloop and external systems.

• Prevents duplicate records
• Maintains accurate client data
• Saves manual data entry time

Automatically Add Participants to Loops

Trigger: New Loop Event (Instant) • Action: Add Loop Participant

Use case: Automatically assign buyers, sellers, or agents to loops with predefined roles.

• Reduces manual participant management
• Ensures correct role assignment
• Improves collaboration

Upload Documents Automatically

Trigger: File Uploaded in Cloud Storage • Action: Upload Document in Dotloop

Use case: Automatically upload signed agreements or property documents to the appropriate loop folder.

• Keeps documents organized
• Reduces manual uploads
• Ensures compliance and proper documentation

Sync Loop Data to Google Sheets

Trigger: New Loop Event (Instant) • Action: Create or Update Row in Google Sheets

Use case: Maintain a live transaction tracker for reporting and analytics.

• Real-time visibility into transactions
• Easy reporting
• No manual data consolidation

Retrieve Task Details for Reporting

Trigger: Scheduled Workflow • Action: Get Loop Task List or Get Loop Task Item

Use case: Fetch task details from loops for compliance checks or progress tracking.

• Improved transaction monitoring
• Better accountability
• Automated reporting workflows

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