Connect Dotloop and zipForm Plus to unlock the power of automation

Integrating Dotloop with zipForm Plus involves using our platform to connect the two apps. You'll need to set up a trigger in one app, such as creating or updating a transaction, and then define an action in the other app, like creating a loop or transferring transaction details. Our integration doesn't require coding knowledge and is managed through a straightforward setup process.

For Dotloop, you can use triggers like 'New Loop' or 'Updated Loop'. For zipForm Plus, available triggers include actions like 'New Transaction' and 'Updated Transaction'. These triggers initiate the integration workflow between the two platforms.

Yes, with the integration, you can automate actions such as creating a loop in Dotloop when a new transaction is started in zipForm Plus or updating transaction details in zipForm Plus when changes occur in a corresponding Dotloop loop.

To connect Dotloop with zipForm Plus, you must have administrative access or appropriate permissions on both platforms. This ensures that you can authorize the connection and manage integrations efficiently.

If the integration isn't functioning correctly, first check that all connections are authorized and active. Make sure the triggers you set in one app correspond accurately to the actions in the other. Review logs for any error messages. If issues persist, contact our support team for further assistance.

Yes, when integrated properly, updates made in one platform (like adding new client details) can trigger automatic updates in another platform. This requires setting up precise trigger-action workflows where changes are synchronized across both systems.

Typically, data synchronization happens instantly whenever a trigger event occurs. However, if you're experiencing delays or batch processing requirements due to large data volumes or other constraints, please check your account settings or consult our support team for optimization tips.