Connect DoorLoop and Prospect CRM

Both apps 50DoorLoop 29Prospect CRM 21

• Trigger
  In Eviction

  Triggers when a lease enters the eviction collections stage in DoorLoop.

• Trigger
  Lease Ending

  Triggers when a lease's end date falls within the chosen number of days from today.

• Trigger
  Lease Starting

  Triggers when a lease's start date arrives (start dates within the last 7 days up to today).

• Trigger
  New Expense

  Triggers when a new expense is recorded in DoorLoop.

• Trigger
  New Lease

  Triggers when a new lease is added in DoorLoop.

• Trigger
  New Lease Charge

  Triggers when a new charge is posted to a lease.

• Trigger
  New Lease Payment

  Triggers when a new lease payment is recorded in DoorLoop.

• Trigger
  New Owner

  Triggers when a new owner is created in DoorLoop.

• Trigger
  New Property

  Triggers when a new property is added in DoorLoop.

• Trigger
  New Prospect

  Triggers when a new prospect is added in DoorLoop.

• Trigger
  New Returned Payment

  Triggers when a lease payment is returned (reversed) in DoorLoop.

• Trigger
  New Task / Work Order

  Triggers when a new task, work order, tenant request or owner request is created in DoorLoop.

• Trigger
  New Tenant or Prospect

  Triggers when a new tenant or prospect is added in DoorLoop.

• Trigger
  New Vendor

  Triggers when a new vendor is added in DoorLoop.

• Trigger
  New Vendor Bill

  Triggers when a new vendor bill is created in DoorLoop.

• Trigger
  Tenant Moving In

  Triggers when a tenant's move-in date arrives (move-in dates within the last 7 days up to today).

• Trigger
  Tenant Moving Out

  Triggers when a lease tenant is scheduled to move out within the next 7 days.

• Trigger
  Updated Task / Work Order

  Triggers when a task or work order is created or updated in DoorLoop.

• Action
  Add owner

  Creates a property owner in DoorLoop with their contact details, management dates and tax information.

• Action
  Create a Task/Work Order

  Creates a task, tenant request, owner request or work order in DoorLoop.

• Action
  Create Vendor

  Creates a new vendor in DoorLoop with contact details, served properties, insurance and tax information.

• Action
  Find Account

  Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account.

• Action
  Find Lease

  Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases.

• Action
  Find Lease Tenants

  Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease.

• Action
  Find Property

  Finds properties by name, optionally narrowed by portfolio, class or owner, and returns the matching properties.

• Action
  Find Tenant or Prospect

  Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type.

• Action
  Find Unit

  Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status.

• Action
  Find User

  Finds DoorLoop users whose login email matches the email you supply.

• Action
  Find Vendor

  Finds DoorLoop vendors by name or email, optionally narrowed by property, active status, open balance, insurance expiry or creation date.

• Trigger
  New contact

  Triggers when a new contact is added in Prospect CRM.

• Trigger
  New lead

  Triggers when a new lead is created in Prospect CRM.

• Action
  Add booking

  Creates a booking (a scheduled appointment or reservation) in Prospect CRM.

• Action
  Add contact

  Creates a new contact in Prospect CRM and returns the created contact record.

• Action
  Add enquiry

  Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.

• Action
  Add lead

  Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.

• Action
  Create Customer

  Creates a customer (company) record in Prospect CRM and returns the new company.

• Action
  Create Entity

  Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.

• Action
  Find companies

  Returns the companies in Prospect CRM that match a filter, such as a company name.

• Action
  Find contacts

  Returns the contacts that match a filter, such as an email address or surname.

• Action
  Find Entity

  Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.

• Action
  Find leads

  Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.

• Action
  Get company

  Returns a single company record by its ID.

• Action
  Get contact

  Returns a single Prospect CRM contact by its contact ID.

• Action
  List webhook actions

  Returns the webhook event types Prospect CRM can subscribe to.

• Action
  Update company

  Updates an existing company in Prospect CRM, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Entity

  Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.

• Action
  Update lead

  Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Opportunity Status

  Changes the status of an opportunity (lead) in Prospect CRM.

• Action
  Update Problem Status

  Updates the status of an existing problem (support case) in Prospect CRM.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.