Dotloop + SmartSuite

Create new SmartSuite records from updated Dotloop loops

When a new loop is created in Dotloop, effortlessly streamline your real estate processes with this workflow. It will update your SmartSuite by creating a new record, saving you valuable time and ensuring your data stays up-to-date. Improve efficiency and maintain consistent data across your platforms with this powerful automation.

When a new loop is created in Dotloop, effortlessly streamline your real estate processes with this workflow. It will update your SmartSuite by creating a new record, saving you valuable time and ensuring your data stays up-to-date. Improve efficiency and maintain consistent data across your platforms with this powerful automation.

  1. When this happens...
    DotloopDotloop
    New Loop

    Triggers when a new loop is created.

    TriggerScheduled
  2. automatically do this!
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    ActionWrite
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Supported triggers and actions

    • ProfileRequired

    • Loop NameRequired

    • Transaction TypeRequired

    • Template

    • Street Name

    • Street Number

    • Unit

    • City

    • State

    • Zip Code

    • County

    • Country

    • MLS Property ID

    • MLS ID

    • Your Agent MLS ID

    • NRDS ID

    Action
    Write
    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It
    • SolutionRequired

    Action
    Write
    • SolutionRequired

    • TableRequired

    • RecordRequired

    Action
    Write
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dotloop logo

About Dotloop

Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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smartsuite logo

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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