Cobot + Dotloop Integration

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Cobot + Dotloop Integration

Create Dotloop loop for new Cobot event

In your business, you may need to track when someone is invited to an event. You can do this by creating a loop in Dotloop.

But manually creating a loop can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Cobot, it will trigger a corresponding loop creation in Dotloop.

This makes it easy to keep track of all the interactions that person has with your company. By using loop, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Cobot + Dotloop Integration
1.
  • Cobot
    Booking is made in Cobot Instant
  • Cobot
    Invoice is created in Cobot Instant
  • Cobot
    Membership is created in Cobot Instant
  • Cobot
    Membership is confirmed in Cobot Instant
  • Cobot
    Membership is canceled in Cobot Instant
  • Cobot
    Membership is uncanceled in Cobot Instant
  • Cobot
    Membership is reactivated in Cobot Instant
  • Cobot
    Membership cancellation date is reached in Cobot Instant
  • Cobot
    Membership plan is changed in Cobot Instant
  • Cobot
    Membership is deleted in Cobot Instant
  • Cobot
    User is connected to membership in Cobot Instant
  • Dotloop
    Loop is created in Dotloop
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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