Dotloop + NetSuite

Create records in NetSuite for new loops in Dotloop

With this workflow, whenever a new loop is initiated in Dotloop, a corresponding record is immediately created in NetSuite. This seamless integration saves valuable time and eliminates the need for manual data entry, enhancing productivity and maintaining accuracy across your business processes. Participate in efficient business management, irrespective of the software used.

With this workflow, whenever a new loop is initiated in Dotloop, a corresponding record is immediately created in NetSuite. This seamless integration saves valuable time and eliminates the need for manual data entry, enhancing productivity and maintaining accuracy across your business processes. Participate in efficient business management, irrespective of the software used.

  1. When this happens...
    DotloopDotloop
    New Loop

    Triggers when a new loop is created.

    TriggerScheduled
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ProfileRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • IDRequired

    Action
    Write
    • ProfileRequired

    • Loop NameRequired

    • Transaction TypeRequired

    • Template

    • Street Name

    • Street Number

    • Unit

    • City

    • State

    • Zip Code

    • County

    • Country

    • MLS Property ID

    • MLS ID

    • Your Agent MLS ID

    • NRDS ID

    Action
    Write
    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
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dotloop logo

About Dotloop

Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

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