Dotloop + easybill Integration

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Dotloop + easybill Integration

Create easybill task for new Dotloop loop

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 easybill 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 easybill, creating task in easybill is now easier than ever. Whenever a loop is created in Dotloop, you can automatically create a corresponding task in easybill to keep your team up-to-date.
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Dotloop + easybill Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • easybill
    Document is completed in easybill Instant
  • easybill
    Document is created in easybill Instant
  • easybill
    Document is updated in easybill Instant
  • easybill
    Document is deleted in easybill Instant
  • easybill
    Document payment is created in easybill Instant
  • easybill
    Document payment is deleted in easybill Instant
  • easybill
    Invoice item is deleted in easybill Instant
  • easybill
    Invoice item is created in easybill Instant
  • easybill
    Invoice item is updated in easybill Instant
  • easybill
    Contact is created in easybill Instant
  • easybill
    Contact is updated in easybill Instant
  • easybill
    Contact is deleted in easybill Instant
  • easybill
    Customer is created in easybill Instant
  • easybill
    Customer is updated in easybill Instant
  • easybill
    Customer is deleted in easybill Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • easybill
    Create Customer in easybill
  • easybill
    Search Customers in easybill
  • easybill
    Delete Customer in easybill
  • easybill
    Create customer group in easybill
  • easybill
    Update customer in easybill
  • easybill
    Create document in easybill
  • easybill
    Create invoice item group in easybill
  • easybill
    Create invoice item in easybill
  • easybill
    Delete document in easybill
  • easybill
    Complete document in easybill
  • easybill
    Cancel document in easybill
  • easybill
    Create document payments in easybill
  • easybill
    Delete document payments in easybill
  • easybill
    Search document payments in easybill
  • easybill
    Update document in easybill
  • easybill
    Create contact in easybill
  • easybill
    Create task in easybill
  • easybill
    Search document in easybill
  • easybill
    Create project in easybill
  • easybill
    Send document in easybill
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2,000 Tasks
in $19.99

Integrate Dotloop & easybill In 1 Click
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