Copilot + Dotloop Integration

Imagine this scenario: you've just negotiated a great loop with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Copilot to ensure that the loop goes through. Wouldn't it be great if there was an easy way to do that right from within Dotloop? Well now there is!

With our integration between Dotloop and Copilot, creating task in Copilot is now easier than ever. Whenever a loop is created in Dotloop, you can automatically create a corresponding task in Copilot to keep your team up-to-date.