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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Loop" from Dotloop.

Add your action

An action happens after the trigger—such as "Create a Contact" in Nekst.

You’re connected!

Zapier seamlessly connects Dotloop and Nekst, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Profile
  Required
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
Try It
Updated Contact Note
Triggers when a contact note is updated.
Trigger
Instant
Try It
New Email Sent
Triggers when a new email is sent to a contact.
Trigger
Instant
Try It

New Transaction Assignment
Triggers when a contact is assigned to a transaction.
Trigger
Instant
Try It
New Transaction
Triggers when a new transaction is launched.
Trigger
Instant
Try It

Deleted Transaction Note
Triggers when a transaction note is deleted.
Trigger
Instant
Try It
Updated Transaction Status
Triggers when a transaction status is updated.
Trigger
Instant
Try It
Updated Transaction
Triggers when a transaction is updated.
Trigger
Instant
Try It
- Contact
  Required
- Note Text
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Note ID
  Required
Action
Write
- Note ID
  Required
- Note Text
  Required
Action
Write
- Transaction ID
  Required
- Name
  Required
- Status
  Required
- Start Date
  Required
- End Date
  Required
- On Start Date Updated
  Required
- On End Date Updated
  Required
Action
Write
- Transaction ID
  Required
- Status
  Required
Action
Write
- Contact ID
  Required
Action
Search
- Contact
  Required
Action
Search
- Note ID
  Required
Action
Search
- Email or Name
  Required
Action
Search

- Profile
  Required
- Loop Name
  Required
- TransactionType
  Required
- Template
- StreetName
- StreetNumber
- Unit
- City
- State
- ZipCode
- County
- Country
- MLS Property ID
- MLS ID
- Your Agent MLS ID
- NRDS ID
Action
Write
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
Deleted Contact Note
Triggers when a contact note is deleted.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
New SMS Sent
Triggers when a new SMS is sent to a contact.
Trigger
Instant
Try It
Deleted Transaction Assignment
Triggers when a contact is unassigned from a transaction.
Trigger
Instant
Try It
New Transaction Note
Triggers when a new transaction note is created.
Trigger
Instant
Try It
Updated Transaction Note
Triggers when a transaction note is updated.
Trigger
Instant
Try It
Updated Transaction Type
Triggers when a transaction type is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Primary Email
- Alternate Email
- Company Name
- Website
Action
Write
- Transaction
  Required
- Note Text
  Required
- Add to Client Portal
Action
Write
- Note ID
  Required
Action
Write
- Contact ID
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
- Alternate Email
- Company Name
- Website
Action
Write
- Primary Email
  Required
- First Name
  Required
- Last Name
  Required
- Alternate Email
- Company Name
- Website
Action
Write
- Note ID
  Required
- Note Text
  Required
- Add to Client Portal
Action
Write
- Transaction Name
  Required
Action
Search
- Note ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Dotloop and Nekst to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Dotloop to Nekst integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Dotloop

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

Learn moreLearn moreHelpHelp

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About Nekst

Nekst lets real estate agents and transaction coordinators create systems to manage transactions by creating high-powered action plans.

HelpHelp

Related categories

Task Management

Connect Dotloop and Nekst to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Dotloop and Nekst to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Dotloop to Nekst on the world's largest no-code automation platform