Clio + Dotloop

Create loops in Dotloop for new Clio activities

Efficiently track new activities in Clio and seamlessly create loops in Dotloop with this automation. Whenever a new activity occurs in Clio, this workflow will instantly create a loop in Dotloop, helping you streamline your real estate transactions and stay organized. Focus on important tasks while this integration takes care of the data transfer for you.

Efficiently track new activities in Clio and seamlessly create loops in Dotloop with this automation. Whenever a new activity occurs in Clio, this workflow will instantly create a loop in Dotloop, helping you streamline your real estate transactions and stay organized. Focus on important tasks while this integration takes care of the data transfer for you.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    DotloopDotloop
    Create Loop

    Triggers when a new loop is created.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It