How to connect DocketManager + LoyaltyLoop
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- Contact CreatedTriggers when a new Contact is Created.Trigger
- Contact UpdatedTriggers when a Contact is modified.Trigger
- Customer CreatedTriggers when a new Customer is created.Trigger
- Customer UpdatedTriggers when a Customer is modified.Trigger
- Order Placed OnlineTriggers when an Online Order is placed.Trigger
- Order PostedTriggers when an Order is Posted.Trigger
- Payment CreatedTriggers when a Payment is Created.Trigger
- Proof Status UpdatedTriggers when a Proof Status is Created or Changed.Trigger
- DocketManager
Triggers when and Order Item moves into a new Queue.
Instant
Trigger
- DocketManager
Triggers when a Quote is converted to an Order.
Instant
Trigger
- DocketManager
Triggers when a new Supplier is created.
Instant
Trigger
- DocketManager
Triggers when a Supplier is modified.
Instant
Trigger
- DocketManager
Triggers when the "Sync Order" button is clicked on the Order View page.
Instant
Trigger
- DocketManager
Triggers when a new Vendor is Created.
Instant
Trigger
- DocketManager
Triggers when a Vendor is modified.
Instant
Trigger
- LoyaltyLoop
Triggers when a new response is created.
Scheduled
Trigger
- LoyaltyLoop
Scheduled
Trigger
- LoyaltyLoop
Submit customer data for the survey you specify.
Scheduled
Action
How DocketManager + LoyaltyLoop Integrations Work
- Step 1: Authenticate DocketManager and LoyaltyLoop.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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