DotloopAutomation & Integration
Connect consented Dotloop profiles to document, signature, and transaction workflows.
With a registered OAuth application and user consent, I connect accessible Dotloop profiles, loops, participants, tasks, and documents to defined transaction workflows. Profile type, user permissions, and granted scopes set the boundary for every read, update, and notification.
Representative workflow
Dotloop
Property Management
- 01
Apply the project workflow
Signature request and completion status tied to transaction next steps
Project destination
The system or person selected for this workflow
How I use Dotloop
Dotloop Public API v2 supports loop and document operations, while webhook access remains available by request and is tied to the consenting user's profile access. I use enabled events where available and API reconciliation elsewhere to drive notifications, task routing, CRM updates, and archival steps. The workflow reports the status the integration can access rather than assuming office- or company-wide visibility.
A practical starting point
Signature request and completion status tied to transaction next steps
Workflow blueprint
From Dotloop to useful action
A representative implementation pattern. The project determines the exact fields, logic, access, and destination.
Dotloop
Property Management
- 01
Use the required platform data
User account and profile details
- 02
Apply the project workflow
Signature request and completion status tied to transaction next steps
Project destination
The system or person selected for this workflow
What the integration supports
Facts checked
Authentication and access
Dotloop Public API v2 uses three-legged OAuth 2.0. Dotloop must register the client application, and each user grants scoped access that can later be revoked.
Useful data and actions
- User account and profile details
- Loop summaries, transaction details, status, dates, and property fields
- Folders, document metadata and files, contacts, participants, and tasks
- Loop and contact events when webhook access has been enabled for the API client
Constraints to confirm
- Loop access is documented for individual profiles; office or company profile requests can return access denied even when the user can see related data in the UI.
- The limit is 100 requests per minute per client application and user. Only one access token is valid for a client/user pair, so clustered workers must coordinate refreshes.
- Webhooks are in initial release and available by request. Subscriptions are tied to the consenting user's profile access and disable if that access is removed.
Official sources
What I automate with Dotloop
Signature request and completion status tied to transaction next steps
Missing-document reminders based on accessible folder and document status
CRM and transaction timeline updates from enabled events or reconciliation
Internal coordinator alerts when approvals or signatures stall
Post-close document archival and owner/client communication workflows
Ready to integrate Dotloop into your workflows?
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