Dotloop + Pipefy Integration

Integrate Dotloop to Pipefy in one click, or tell Integrately AI how you want each loop handled. Track real estate transactions, update workflow cards, notify your team, and close deals automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dotloop
    Loop is created in Dotloop
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
Arrow Right
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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Ready WorkflowsReady Workflows   for Dotloop + Pipefy Integration

Create Pipefy cards from new loops, track real estate transactions, update pipeline stages, and manage operations, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Dotloop + Pipefy flow

Send closing documents for signature, notify your team, and update your accounting records once your real estate operations are running. Pick a combination and activate it in one click.

Dotloop
Pipefy
+
DocuSignDocuSign (4)
+
SalesforceSalesforce (4)
+
GmailGmail (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
D
P
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Create a Pipefy card and send a DocuSign envelope when a new loop is created in Dotloop
New Dotloop loops generate a Pipefy card and trigger a DocuSign envelope automatically, keeping your transaction paperwork moving without manual delays.
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P
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When a Pipefy card is updated from a Dotloop loop, send a reminder in DocuSign
Pipefy workflow updates trigger DocuSign reminders for pending Dotloop documents, ensuring clients sign agreements on schedule.
D
P
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When a DocuSign envelope is completed, update the matching Pipefy card for your Dotloop transaction
Completed DocuSign envelopes automatically update your Pipefy transaction cards linked to Dotloop loops.
D
P
D
Use Claude to extract closing terms from a Dotloop loop, create a Pipefy card, and send a DocuSign agreement
Claude reviews Dotloop loop details before creating a Pipefy card and initiating a tailored DocuSign agreement.

Supported triggers and actions for Dotloop and Pipefy

Mix and match to build the exact automation you need

Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
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Create loop in Dotloop
Creates a new loop
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Create contact in Dotloop
Adds a new contact to the database
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Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
Try it →

What can you automate with Dotloop + Pipefy?

Streamline your real estate transactions by connecting Dotloop loops directly to Pipefy workflow cards.

What you can automate?
🔄
Sync Dotloop loops to Pipefy cards automatically
Create a Pipefy card the moment a new loop is established in Dotloop. Eliminate manual data entry and keep your operational pipeline synchronized with real estate transactions.
📝
Capture every submitted transaction detail
Map all available Dotloop property fields, buyer details, and agent notes directly into separate Pipefy card fields for comprehensive transaction tracking.
🔔
Alert your team instantly when loops arrive
Notify transaction coordinators and agents the second a new loop is created in Dotloop, ensuring rapid response times for buyers and sellers.
🔀
Route deals based on custom property values
Trigger different Pipefy workflows depending on whether a Dotloop loop involves a residential purchase, commercial lease, or high-value listing.
🔄
Keep workflow cards updated as deals progress
Automatically update Pipefy card stages whenever loop details or document statuses change in Dotloop, maintaining absolute alignment across systems.
🔍
Search and update existing transaction records
Check for existing records in Pipefy before creating new cards, preventing duplicate entries for repeat buyers and returning property sellers.
⏱️
Handle overdue tasks and deadline alerts
Trigger automated follow-ups and notifications when transaction cards become overdue or late in your Pipefy closing pipeline.
🔌
Extend your workflow to external apps
Connect your core Dotloop and Pipefy automation with Slack, Gmail, or DocuSign to notify teams, send documents, and log records seamlessly.
And much more...

Who is Dotloop + Pipefy integration for?

Real estate agents, transaction managers, and operations teams eliminate manual paperwork delays and keep every deal synchronized across platforms.

Real Estate Managing Brokers
Real Estate Managing Brokers
Transaction Coordinators
Transaction Coordinators
Client Success Managers
Client Success Managers
Brokerage Operations Teams
Brokerage Operations Teams
Closing Assistants
Closing Assistants
Compliance Officers
Compliance Officers
📈
Real Estate Managing Brokers
You're reviewing transaction volume across multiple properties but your reports only update when staff manually export loops, so your pipeline metrics are always outdated — with this integration, every new loop creates a live Pipefy card instantly and your reporting stays current.
Transaction Coordinators
You need to act fast on incoming buyer agreements, but manual status tracking causes you to miss urgent deadlines — with this integration, every new Dotloop loop triggers immediate workflow steps in Pipefy so you never miss a critical date.
🤝
Client Success Managers
You answer to buyers and sellers who want daily updates on their closing progress, but piecing together status reports takes hours — with this integration, every pipeline stage change syncs automatically between Dotloop and Pipefy to keep clients informed.
🏢
Brokerage Operations Teams
The transaction volume during peak moving seasons is too high for anyone to keep up with by hand, leading to lost paperwork — with this integration, every document and loop maps directly into structured Pipefy cards without manual entry errors.
📋
Closing Assistants
You own the final document review step and depend on agents to hand over complete files, but information always arrives fragmented — with this integration, every Dotloop submission populates your Pipefy workspace cleanly the moment it is created.
🗂️
Compliance Officers
You need a reliable audit history for every property transaction but keep finding missing records in your tracking tools — with this integration, every loop and workflow card maintains a permanent, uncompromised sync log.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Dotloop + Pipefy

Build and manage your Dotloop + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Dotloop + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Dotloop to Pipefy?
Frequently Asked Questions
You can connect Dotloop to Pipefy in one click using ready templates or by asking Integrately AI to build the integration. Connect your accounts and sync loops with tools like DocuSign, Slack, and Gmail in minutes.
Can I automatically create a Pipefy card when a new loop is created in Dotloop?
Frequently Asked Questions
Can I connect Dotloop, Pipefy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and Pipefy?
Frequently Asked Questions
How does Dotloop handle data syncing with Pipefy cards?
Frequently Asked Questions
Can Pipefy stage changes update information in Dotloop?
Frequently Asked Questions
Do I need coding skills to automate Dotloop and Pipefy?
Frequently Asked Questions
Is the Dotloop and Pipefy integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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