DocketManager + LoyaltyLoop Integrations

How to connect DocketManager + LoyaltyLoop

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Supported triggers and actions

What does this mean?

Contact Created
Triggers when a new Contact is Created.
Trigger
Instant
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Customer Created
Triggers when a new Customer is created.
Trigger
Instant
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Order Placed Online
Triggers when an Online Order is placed.
Trigger
Instant
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Payment Created
Triggers when a Payment is Created.
Trigger
Instant
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Queue Changed
Triggers when and Order Item moves into a new Queue.
Trigger
Instant
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Quote Email
Triggers when a Quote Email is sent
Trigger
Instant
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Supplier Created
Triggers when a new Supplier is created.
Trigger
Instant
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Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Trigger
Instant
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Task Completed
Triggers when a Task is marked as completed.
Trigger
Instant
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Vendor Updated
Triggers when a Vendor is modified.
Trigger
Instant
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- Contact IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Customer IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order Item IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order IDRequired
Action
Write
- Quote Item IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Quote IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IdRequired
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
Action
Write
- Queue NameRequired
- Order Item IdRequired
Action
Write
- IdRequired
- Update
- UpdatesRequired
- Billing
- Billing Address
- Shipping
- Shipping Address
Action
Write
- Search ByRequired
Action
Search
- NumberRequired
Action
Search
- NumberRequired
Action
Search
- Search ByRequired
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
Action
Search or write
- Launch Data
Trigger
Scheduled
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- Survey IDRequired
- EmailRequired
- First Name
- Last Name
- Full Name
- Customer Title
- Company Name
- Address 1
- Address 2
- City
- State
- Zip Code
- Phone
- Cell Phone
- Transaction Date
- Sales Rep
- Customer ID
- Location ID
- Transaction ID
- Transaction Type
- Transaction Description
- Sale Price
Action
Write

Contact Updated
Triggers when a Contact is modified.
Trigger
Instant
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Customer Updated
Triggers when a Customer is modified.
Trigger
Instant
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Order Posted
Triggers when an Order is Posted.
Trigger
Instant
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Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Trigger
Instant
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Quote Converted
Triggers when a Quote is converted to an Order.
Trigger
Instant
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Shipping Email
Triggers when a Shipping Email is sent.
Trigger
Instant
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Supplier Updated
Triggers when a Supplier is modified.
Trigger
Instant
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Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Trigger
Instant
Try It
Vendor Created
Triggers when a new Vendor is Created.
Trigger
Instant
Try It
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Contact IDRequired
Action
Write
- Customer IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order Item IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IDRequired
- Created By Employee IDRequired
- Deposit TypeRequired
- Payment TypeRequired
- Reference Number
- Payment DateRequired
- Payment AmountRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote Item IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
Action
Write
- IdRequired
- Updates Help
- UpdatesRequired
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- NumberRequired
Action
Search
- NumberRequired
Action
Search
- Search ByRequired
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Search or write
- Survey IDRequired
Trigger
Scheduled
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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.

Connect apps

Connect DocketManager + LoyaltyLoop

About DocketManager

DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.

Related categories

Printing

About LoyaltyLoop

LoyaltyLoop helps businesses build loyal customer relationships, measure satisfaction, drive online reviews and more.

Help

Related categories

Marketing Automation

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DocketManager + LoyaltyLoop Integrations

How to connect DocketManager + LoyaltyLoop

Connect your apps and automate workflows

Contact Created

Customer Created

Order Placed Online

Payment Created

Queue Changed

Quote Email

Supplier Created

Sync Item

Task Completed

Vendor Updated

Create Contact Note

Contact IdRequired

Text

TypeRequired

LabelRequired

Create Customer

NameRequired

External ID

Phone

Cell

Email

Billing Address Name

Billing Address

Billing City

Billing Region

Billing Country

Billing Zip/Postal

Shipping Address Name

Shipping Address

Shipping City

Shipping Region

Shipping Country

Shipping Zip/Postal

Tags

Default Order Statuses

Default Item Statuses

Create Customer Task

Task TextRequired

Due Date

Assigned ToRequired

Created ByRequired

Customer IDRequired

Create Order Item Task

Task TextRequired

Due Date

Assigned ToRequired

Created ByRequired

Order Item IDRequired

Create Order Task

Task TextRequired

Due Date

Assigned ToRequired

Created ByRequired

Order IDRequired

Create Quote Item Note

Quote Item IdRequired

Text

TypeRequired

LabelRequired

Create Quote Note

Quote IdRequired

Text

TypeRequired

LabelRequired

Create Shipment

Order IdRequired

Tracking Number

Contact Name

Destination Address Name

Destination Address

Destination City

Destination Region

Destination Country

Destination Zip/Postal

Cost

Price

Queue Move