Dotloop

Dotloop + Konnectify

Dotloop Integration with Konnectify

Connect Dotloop to Konnectify to automate real estate transaction workflows—instantly react to loop/contact events and keep profiles, loops, participants, documents, and task data in sync across your sales and operations stack.

Profiles Loops Folders Contacts Participants Documents Tasks 2 Triggers 21 Actions

ON THIS PAGE

→ What is Dotloop? → API & Authentication → How to connect → Triggers (2) → Actions (21) → Popular automations → FAQ

What is Dotloop?

Dotloop is a real estate transaction management platform used to organize deals (“loops”), manage participants, and track documents and task lists from contract to close.

With Konnectify, you can instantly respond to loop/contact events and automate data handoffs between your transaction pipeline and the systems your team uses for outreach, lead handling, and operations.

New to Dotloop?

Create an account and set up your profiles and loops before connecting to Konnectify.

Visit Dotloop →

New to Konnectify?

Create Konnectify account →

What you can automate

• Create and update Profiles for teams/agents and keep metadata consistent.

• Create and maintain Loops as deals move through your pipeline.

• Manage global Contacts (create, update, retrieve, delete).

• Organize Folders in loops for clean document structure.

• Add or change Loop Participants and roles automatically.

• Upload/retrieve Documents and monitor Task Lists/Items for operational visibility.

API & Authentication

OAuth 2.0 authorization

Konnectify connects to Dotloop using OAuth 2.0. During setup, you’ll be redirected to Dotloop to approve access. Konnectify stores only the authorization tokens required to make API calls and never stores your Dotloop password.

API capabilities covered by this connector

Profiles: create, update, and retrieve profile details
Loops: create, update, and retrieve loops under profiles
Folders: create, update, and retrieve folders within loops
Contacts: create, update, retrieve, and delete contacts in the global address book
Participants: add, update, retrieve, and remove loop participants
Documents: retrieve document metadata and upload files to loop folders
Tasks: retrieve loop task lists and task list items
Events: receive instant webhook events for loop and contact changes

Note on permissions, plans, and rate limits

Dotloop API availability, feature access, and request limits can vary by account type and organization policy. If a workflow test fails with authorization or throttling errors, verify your Dotloop plan/API access and retry with backoff.

Official docs: Dotloop API documentation (refer to your Dotloop developer portal for endpoints and required permissions).

How to connect Dotloop to Konnectify

Prerequisites

A Dotloop account with API access enabled
A Dotloop OAuth application (Client ID and Client Secret)
Permission to create webhooks/events in Dotloop (for instant triggers)
A Konnectify workspace and permission to create/edit workflows

Add Dotloop to a Workflow

Open your Konnectify workflow builder.
Click + Add step and choose Dotloop.

Authorize via OAuth 2.0

Click Connect.
Enter your Client ID and Client Secret when prompted.
Sign in to Dotloop and approve access.

Configure the Trigger or Action

Select the trigger (instant event) or action you need.
Map required fields (IDs like Profile ID / Loop ID / Folder ID) from previous steps where applicable.
Optionally add filters/conditions to route transactions correctly.

Warning

Many Dotloop actions require IDs (for example, updating a loop requires the Loop ID). If you don’t already have the ID, add a “Get” step earlier in the workflow to retrieve it before running updates.

Test the Workflow

Use Test to fetch a sample webhook event (for triggers) or run an action once.
Confirm field mappings, especially IDs and participant roles.

Activate the Workflow

Turn the workflow On.
Monitor the run history for the first few events to validate behavior.

Triggers 2

Dotloop triggers in Konnectify are instant (webhook-based), meaning events are delivered as they happen—no polling delay.

Events 2 triggers

New Loop Event(Instant)

Triggers instantly when a loop is created/updated in DotLoop

New Conatct Event (Instant)

This trigger fires immediately when a new contact is created in DotLoop.

Actions 21

Use Dotloop actions to create/update transaction data, manage participants, and move documents and tasks through your workflow.

Profiles 3 actions

Create Profile

Creates a new Profile in your Dotloop account.

Update Profile

Updates an existing Profile by its ID.

Get Profile

Retrieves the details of a specific Profile by its ID.

Loops 3 actions

Create Loop

Creates a new loop within a specified profile.

Update Loop

Updates an existing loop's details.

Get Loop

Retrieves a specific loop from a profile.

Folders 3 actions

Create Folder

Creates a new folder within a specific loop.

Update Folder

Updates an existing folder within a loop.

Get Folder

Retrieves a specific folder from a loop.

Contacts 4 actions

Create Contact

Creates a new contact in your global address book.

Update Contact

Updates an existing contact by its ID.

Get Contact

Retrieves a specific contact by its ID.

Delete Contact

Permanently deletes a contact from your global address book.

Participants 4 actions

Add Loop Participant

Adds a new participant with a specific role to a loop.

Update Loop Participant

Updates the role of an existing participant in a loop.

Get Loop Participant

Retrieves a specific participant from a loop.

Delete Loop Participant

Removes a participant from a loop.

Documents 2 actions

Get Document

Retrieves the details of a specific document.

Upload Document

Uploads a file to a specific folder within a loop.

Tasks 2 actions

Get Loop Task List

Retrieves the details of a single task list within a loop.

Get Loop Task Item

Retrieves the details of a single task list item within a loop.

Popular automations

Examples of common Dotloop workflows you can build with Konnectify using the available instant triggers and actions.

Auto-create a transaction folder structure on new loop activity

When a loop is created or updated, ensure required folders exist so documents stay organized from day one.

New Loop Event(Instant) → Create Folder → Upload Document

Sync new Dotloop contacts into your standard contact model

When a contact is created, enrich or standardize it by fetching details and updating fields to match your conventions.

New Conatct Event (Instant) → Get Contact → Update Contact

Automatically assign participants and roles to active loops

Keep compliance and coordination tight by adding (or updating) participant roles whenever a loop changes state.

New Loop Event(Instant) → Add Loop Participant → Update Loop Participant

Surface transaction task visibility when a loop updates

When a loop changes, pull the current task list and key items so downstream steps can notify owners or update dashboards.

New Loop Event(Instant) → Get Loop Task List → Get Loop Task Item

FAQ

How does Konnectify authenticate with Dotloop?

Dotloop uses OAuth 2.0. You’ll connect by providing your Dotloop Client ID and Client Secret, then approving access in Dotloop. Konnectify does not store your Dotloop password.

Which Dotloop plans are supported?

Any Dotloop plan that includes API access and the necessary permissions for loops, contacts, and webhooks should work. If you can’t authorize or can’t receive instant events, check your organization’s API/webhook entitlements with Dotloop support/admin.

Are the triggers instant or scheduled?

Triggers are webhook-based (instant). Dotloop sends events to Konnectify as they occur, which reduces latency compared to polling.

How can I prevent duplicates?

This connector does not include a dedicated “upsert” action. To avoid duplicates, use a Get step first (for example, Get Contact by ID from your source system), then branch:

If found: run an Update action.
If not found: run a Create action and store the returned ID for future runs.

What happens if Dotloop rate-limits my workflow?

If Dotloop returns throttling responses, Konnectify will surface the error in run logs. Recommended mitigation:

Reduce burst volume (add filters, dedupe logic, or batching upstream).
Add retry/backoff steps where appropriate.
Limit high-frequency actions like repeated “Get” calls per event.

Can I connect multiple Dotloop accounts?

Yes. You can create multiple Dotloop connections in Konnectify (for example, per office/region). Make sure each workflow step selects the intended connection to avoid writing data to the wrong account.

Any tips for working with Loop IDs, Folder IDs, and participant roles?

Dotloop workflows are ID-driven. Best practice is to:

Capture IDs from the trigger payload when available and pass them forward.
Use Get Loop, Get Folder, or Get Loop Participant before updates/removals to validate you’re targeting the right object.
Keep role values consistent (use controlled values in your source system) to avoid mismatched participant permissions.

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