Dotloop + Todoist Integration

Integrate Dotloop to Todoist in one click, or tell Integrately AI how you want each task handled. Track buyer and seller milestones, assign closing steps, alert your team, and manage every transaction timeline automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dotloop
    Loop is created in Dotloop
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
Arrow Right
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready Workflows Ready Workflows for Dotloop + Todoist Integration

Manage real estate milestones, organise deal checklists, keep task lists updated, and assign agent follow-ups, all in just one click.

Most popular automationmost-popular-automations
Dotloop + Todoist Integration

Create Todoist 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 Todoist 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 Todoist, creating task in Todoist is now easier than ever. Whenever a loop is created in Dotloop, you can automatically create a corresponding task in Todoist to keep your team up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dotloop + Todoist flow

Sync transaction data with document storage, email, and team chat to keep your entire agency aligned. Pick a combination and activate it in one click.

Dotloop
Todoist
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
DocuSignDocuSign (4)
+
CalendlyCalendly (4)
+
QuickBooks OnlineQuickBooks Online (4)
D
T
G
Create a Todoist task and a Google Drive folder for every new loop in Dotloop.
New Dotloop loops automatically generate a matching Todoist task and a dedicated Google Drive folder without manual setup.
T
G
D
Search Google Drive for transaction files when a Todoist task is completed.
Completed Todoist tasks trigger a Google Drive file search to verify all Dotloop paperwork is in place.
D
G
T
Create a Google Drive folder and assign a Todoist task when a new loop is created in Dotloop.
Kick off new real estate deals by generating Google Drive folders and Todoist checklists instantly.
G
T
D
Use Claude to summarise transaction notes from Google Drive, create Todoist tasks, and update Dotloop.
AI analyses transaction documents in Google Drive, creates Todoist tasks, and updates Dotloop records automatically.

Supported triggers and actions for Dotloop and Todoist

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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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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What can you automate with Dotloop + Todoist?

Connect your real estate transactions and task management to handle closing milestones automatically.

What you can automate?
🏠
Create Todoist tasks automatically from new Dotloop loops
Every time a new property loop is established in Dotloop, a corresponding task appears in Todoist. Your closing checklist is populated instantly without manual copying.
📝
Capture every submitted field and loop detail
Map all property details, client names, and transaction notes from Dotloop into Todoist task descriptions. Your task manager retains complete context for every deal.
🔔
Notify your real estate team the moment a loop is created
Alert agents and coordinators instantly when new transaction loops open in Dotloop. Team members can pick up action items without checking multiple portals.
🔀
Route tasks differently based on loop property types
Assign high-priority Todoist tasks for commercial loops while sending standard residential deals to regular checklists. Your workflow adapts to property categories.
🔄
Keep your task lists up to date as loops change
When transaction details or closing dates are updated in Dotloop, matching Todoist tasks reflect the new schedule automatically. Avoid outdated deadlines.
🔍
Search and update existing tasks instead of creating duplicates
Check if a Todoist task already exists for a client before generating a new one. Maintain clean project boards without redundant entries.
Handle later status changes when transactions close
When a property deal reaches completion in Dotloop, mark associated Todoist tasks as completed automatically. Keep your active project lists clean.
🔗
Extend your transaction flow with Gmail and Slack
Connect Dotloop and Todoist with Gmail and Slack to send client welcome emails and post team alerts simultaneously. Build robust multi-app pipelines.
And much more...

Who is Dotloop + Todoist integration for?

Real estate professionals, transaction coordinators, and agency teams streamline client follow-ups and keep deal timelines organised without manual tracking.

Real estate brokers
Real estate brokers
Real estate agents
Real estate agents
Transaction coordinators
Transaction coordinators
Closing operations managers
Closing operations managers
Assistant coordinators
Assistant coordinators
Compliance officers
Compliance officers
📈
Real estate brokers
You review transaction volumes and commission forecasts every week, but your closing numbers are always outdated because agents log loops manually — this integration means every new loop creates immediate Todoist tasks and your reports stay current.
Real estate agents
You need to act fast when new buyer inquiries arrive, but you find out about new loops too late after checking multiple systems — with this integration, every new loop generates an instant Todoist task so you never miss a lead.
🤝
Transaction coordinators
You answer to clients and agents who constantly ask for status updates on their paperwork, but compiling progress reports takes hours — this integration means every completed task and loop syncs automatically so stakeholders see live updates.
📊
Closing operations managers
The volume of property listings and escrow files is too high for anyone to keep up by hand, leading to missed document deadlines — automating both apps means every deal milestone triggers structured Todoist checklists instantly.
🔄
Assistant coordinators
You own the task management phase of property deals and depend on agents to hand over loops before you can start work — connecting these apps means new Dotloop entries flow straight into your Todoist queue without delay.
📋
Compliance officers
You need a reliable audit history for every real estate transaction, but manual data entry keeps leaving gaps in your records — this integration means every loop and task update is logged accurately across both platforms.
Our team

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

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Why choose Integrately to automate Dotloop + Todoist

Build and manage your Dotloop + Todoist 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 + Todoist 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Dotloop to Todoist?
Frequently Asked Questions
You can connect Dotloop to Todoist in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Dotloop, Todoist, Gmail, Slack, and 1,500+ other apps.
Can I automatically create a Todoist task when a new loop is created in Dotloop?
Frequently Asked Questions
Can I connect Dotloop, Todoist, and Google Drive?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and Todoist?
Frequently Asked Questions
How does Dotloop data sync with Todoist?
Frequently Asked Questions
Can Todoist trigger updates in Dotloop?
Frequently Asked Questions
Do I need coding skills to automate Dotloop and Todoist?
Frequently Asked Questions
Is the Dotloop and Todoist integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Dotloop or Todoist With 1500+ Other Apps

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Todoist
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Sync Todoist with calendar, note-taking, and tracking apps to keep your daily priorities organised across platforms.
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