How does ify support customers using Dotloop?

Dotloop is one of ify's integrations — when a customer reaches out, ify calls Dotloop's own tools to look up their record, take the right action, and resolve the request, without a human touching a ticket queue first.

Does ify replace Dotloop?

No — ify is not a Dotloop alternative. It's an AI agent that integrates with the Dotloop you already run and calls its tools to resolve tickets, so nothing about your existing setup or data changes.

What can ify do with Dotloop?

ify can create profile, update profile, get profile, and 20 more in Dotloop to resolve support tickets — see the full list of tools above.

Is a migration required to use ify with Dotloop?

No migration is required. ify connects to the Dotloop account you already have and starts resolving tickets using the tools already available there.

ify connects with Dotloop

ify is an AI support agent that seamlessly integrates with Dotloop to understand customer context, use approved tools, and complete resolutions across your support stack.

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Resolution flow

How ify uses Dotloop

The point is not another integration badge. ify uses Dotloop as part of the work required to resolve a customer request, then carries the result back into the support conversation.

Read the request

ify understands what the customer needs and whether Dotloop is the right system to check.

Pull live context

It looks up the relevant project management & productivity and forms & document management context directly from Dotloop, not a stale copy.

Take the action

With 23 supported tools, ify can complete approved steps inside Dotloop.

Record the outcome

The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.

Tools ify can use in Dotloop

ify calls these 23 tools inside Dotloop to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.

Create Profile

Creates a new Profile in your Dotloop account.

Tool

Update Profile

Updates an existing Profile by its ID.

Tool

Get Profile

Retrieves the details of a specific Profile by its ID.

Tool

Create Loop

Creates a new loop within a specified profile.

Tool

List All Loops

Retrieves all loops from a specific profile.

Tool

Update Loop

Updates an existing loop's details.

Tool

Get Loop

Retrieves a specific loop from a profile.

Tool

Create Folder

Creates a new folder within a specific loop.

Tool

Update Folder

Updates an existing folder within a loop.

Tool

Resolution paths

Common outcomes from Dotloop

Each path starts with one customer need, uses the right Dotloop tool, and ends with a verified answer or action inside the support conversation.

Path 01

Create Profile

Creates a new Profile in your Dotloop account.

Uses DotloopVerified outcome

Path 02

Update Profile

Updates an existing Profile by its ID.

Uses DotloopVerified outcome

Path 03

Get Profile

Retrieves the details of a specific Profile by its ID.

Uses DotloopVerified outcome

Connected stack

Connect Dotloop with your stack

Customer requests rarely live in one system. ify can use Dotloopalongside the apps your support team already checks to verify context, take action, and close the loop.