What can I automate with Dotloop?

Start a workflow or agent when New Loop Event(Instant) or New Contact Event (Instant) happens in Dotloop, then Create Profile, Update Profile or Get Profile, alongside 200+ other apps.

Can an AI agent update Dotloop?

Yes, when you add Dotloop actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Dotloop action I need isn't listed?

Call the Dotloop API from any REST API step. On the Enterprise plan, talk to us about adding it.

Project Management & Productivity

Dotloop integration

Start workflows and AI agents from Dotloop events, and let agents act in Dotloop within the limits you set.

2 triggers
23 actions
MCP server

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Dotloop triggers and actions

Every Dotloop trigger and action you can use in Konnectify workflows and AI agents.

Trigger: New Loop Event(Instant)
Triggers instantly when a loop is created/updated in DotLoop
Trigger: New Contact Event (Instant)
This trigger fires immediately when a new contact is created in DotLoop.
Action: Create Profile
Creates a new Profile in your Dotloop account.
Action: Update Profile
Updates an existing Profile by its ID.
Action: Get Profile
Retrieves the details of a specific Profile by its ID.
Action: Create Loop
Creates a new loop within a specified profile.
Action: List All Loops
Retrieves all loops from a specific profile.
Action: Update Loop
Updates an existing loop's details.
Action: Get Loop
Retrieves a specific loop from a profile.
Action: Create Folder
Creates a new folder within a specific loop.
Action: Update Folder
Updates an existing folder within a loop.
Action: Get Folder
Retrieves a specific folder from a loop.
Action: List All Folders
Retrieves all folders from a specific loop.
Action: Create Contact
Creates a new contact in your global address book.
Action: Update Contact
Updates an existing contact by its ID.
Action: Get Contact
Retrieves a specific contact by its ID.
Action: Delete Contact
Permanently deletes a contact from your global address book.
Action: Add Loop Participant
Adds a new participant with a specific role to a loop.
Action: Update Loop Participant
Updates the role of an existing participant in a loop.
Action: Get Loop Participant
Retrieves a specific participant from a loop.
Action: Delete Loop Participant
Removes a participant from a loop.
Action: Get Document
Retrieves the details of a specific document.
Action: Upload Document
Uploads a file to a specific folder within a loop.
Action: Get Loop Task List
Retrieves the details of a single task list within a loop.
Action: Get Loop Task Item
Retrieves the details of a single task list item within a loop.

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Use Dotloop in an AI agent

Add any Dotloop action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

How AI agents work

Connect Dotloop with other apps

See what you can automate between Dotloop and another app, with workflows and AI agents.

Which app do you want to connect with Dotloop?

Dotloop

Pick any of 201 apps to see what it can do with Dotloop.

Dotloop and AI

Add AI steps to Dotloop workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Dotloop + ChatGPT Dotloop + Claude Dotloop + Gemini
Use Dotloop actions from Claude or ChatGPT
Expose the Dotloop actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Dotloop with 2 triggers and 23 actions, which you can use in workflows, AI workflows and AI agents.

Connect Dotloop and run your first workflow

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