dotloop

A node.js client for the dotloop API. This module supports all endpoints that were published in the Dotloop API Developer Guide, dated 2014-08-28.

What's a Profile?

A dotloop account has one or more profiles. For example, a user might have admin access to a brokerage profile, an office profile, and a personal profile. Each profile has it’s own set of loops and templates. Most calls to the dotloop API require you to specify a profile.

Loop ID vs Loop View ID

When specifying a loop within the dotloop API you will always a loop view id, not a loop id. In fact, just forget that the loop id exists. We know it’s confusing, we’re sorry! There’s a technical reason why this is but it’s very boring. We’ll spare you the details.

Getting an API key

To get an API key your dotloop user must have access to the API functionality. To generate a key navigate to the “My Account” link on the profile list in dotloop.

Installation

npm install dotloop

Usage

The Dotloop API requires an access token to be passes with every API request. This library will automatically include the bearer authentication header for all API calls once you've initialized the instance variable.

var Dotloop = require('dotloop');
var api = new Dotloop('your auth token');

Callbacks or Promises

All of the methods below will work with either a standard Javascipt callback function (error, result) or promises. This module uses the Bluebird promise library.

Methods

• getProfiles
• getLoops
• getLoopSummary
• getLoopDetails
• getLoopActivities
• getLoopDocuments
• getLoopDocument
• getLoopParticipants
• getLoopTasks
• getLoopFolders
• getDocumentActivities
• getContacts
• getContactDetail
• getEmployees
• getProfileAdmins

getProfiles([callback])

Get all profiles associated with user.

Sample Response

[
	{
		"profileId": 294625,
		"name": "Profile 1",
		"userId": 0,
		"active": true,
		"deleted": false,
		"profileType": "INDIVIDUAL"
	},
	{
		"profileId": 294626,
		"name": "Profile 2",
		"userId": 0,
		"active": true,
		"deleted": false,
		"profileType": "OFFICE"
	}
]

getLoops(profileId, [callback])

Returns a list of up to 50 summaries for loops in a profile. To get the next 50, increment the batch number.

Available Options

Name	Description
batchNumber	Increment the batch number to page through results. The default is 1.
batchSize	Number of records to return. The maximum value and default value is 50
statusIds	filter loops by status id
complianceStatusIds	filter loops by compliance status id
tagIds	filter loops by tag id
sortBy
searchQuery
tagNames
createdByMe

Sample Response

[
	{
		"loopName": "Atturo Garay ­ 123  Main Street, Chicago, IL 60605",
		"loopId": 34242,
		"loopStatus": "Archived",
		"loopTags": [
			{
				"tagId": 2,
				"tagName": "Buying",
				"profileId": 4533
			}
		],
		"createdBy": 2097622,
		"lastUpdated": "2013­-12­-03T11:38:22-­05:00",
		"loopViewId": 76046
	},
	{
		"loopName": "Atturo Garay ­ 3059 main, chicago, IL 60614",
		"loopId": 34308,
		"loopStatus": "Archived",
		"loopTags": [
			{
				"tagId": 2,
				"tagName": "Buying",
				"profileId": 69020
			}
		],
		"createdBy": 2097622,
		"lastUpdated": "2013-­12-­03T11:46:16-­05:00",
		"loopViewId": 80269
	}
]

getLoopSummary(profileId, loopViewId, [callback])

Details of loop view.

Sample Response

[
	{
		"loopName": "buyers",
		"loopId": 274231,
		"loopStatus": "Private",
		"loopTags": [],
		"createdBy": 2571509,
		"lastUpdated": "2014-­07-­28T16:11:56­-04:00",
		"loopViewId": 404271
	}
]

getLoopDetails(profileId, loopViewId, [callback])

Retrieve the loop details for a single loop. Empty fields are not included in the details. Callers should not expect specific properties to always be included.

Sample Response

{
	"loopId": 15751,
	"sections": {
		"Listing Brokerage": {
			"postalCode": "45242",
			"name": "DotLoop Final Review",
			"stateOrProvince": "OH",
			"streetName": "Lake Forest Dr.",
			"streetNumber": "4445",
			"officePhone": "",
			"city": "Cincinnati"
		},
		"Buying Brokerage": {
			"postalCode": "90210",
			"name": "Bob's Buying Brokerage",
			"stateOrProvince": "CA",
			"streetName": "Mockingbird Ln",
			"streetNumber": "1313",
			"suite": "#1",
			"city": "LA"
		},
		"Property Address": {
			"mlsNumber": "1234567890",
			"propertyAddressCountry": "USA",
			"postalCode": "32123",
			"stateOrProvince": "KS",
			"streetName": "manor ",
			"streetNumber": "1234",
			"country": "USA",
			"city": "lauderdale"
		},
		"Financials": {
			"comissionRate": "7%",
			"earnestMoneyHeldBy": "Steve",
			"originalListingPrice": "500,000",
			"currentPrice": "425000",
			"purchasePrice": "400,000"
		}
	}
}

getLoopActivities(profileId, loopViewId, [options], [callback])

Retrieves the activity log for a single loop.

Available Options

Name	Description
batchNumber	Increment the batch number to page through results. The default is 1.
batchSize	Number of records to return. The maximum value and default value is 50

Sample Response

[
 	{
		"message": "K Fouts (Admin for DotLoop Final Review) viewed document <activity action=\"contract­editor\" viewId=\"15751\" documentId=\"129497\">Agency Disclosure Statement ­Seller<\/activity>",
		"activityDate": "2014­-01-­09T13:10:14-­05:00"
	},
	{
    	"message": "K Fouts (Admin for DotLoop Final Review) viewed document <activity action=\"contract­editor\" viewId=\"15751\" documentId=\"129493\">ThaiCatering<\/activity>",
		"activityDate": "2014­-01­-09T13:10:14­0-5:00"
	},
	{
		"message": "K Fouts (Admin for DotLoop Final Review) viewed document <activity action=\"contract­editor\" viewId=\"15751\" documentId=\"129493\">ThaiCatering<\/activity>",
		"activityDate": "2014­-01­-09T13:08:39­0-5:00"
	},
	{
		"message": "K Fouts (Admin for DotLoop Final Review) viewed document <activity action=\"contract­editor\" viewId=\"15751\" documentId=\"129497\">Agency Disclosure Statement ­Seller<\/activity>",
		"activityDate": "2014­-01­-09T13:08:27­-05:00"
	},
	{
		"message": "K Fouts (Admin for DotLoop Final Review) viewed document <activity action=\"contract­editor\" viewId=\"15751\" documentId=\"129497\">Agency Disclosure Statement ­Seller<\/activity>",
		"activityDate": "2014­-01­-09T13:07:43­-05:00"
	},
	{
		"message": "K Fouts (Admin for DotLoop Final Review) viewed document <activity action=\"contract­editor\" viewId=\"15751\" documentId=\"129493\">ThaiCatering<\/activity>",
		"activityDate": "2014­-01­-09T13:07:43­-05:00"
	},
	{
    	"message": "K Fouts (Admin for DotLoop Final Review) viewed document <activity action=\"contract­editor\" viewId=\"15751\" documentId=\"129497\">Agency Disclosure Statement ­Seller<\/activity>",
		"activityDate": "2014­-01­-09T13:07:08­-05:00"
	}
]

getLoopDocuments(profileId, loopViewId, [callback])

Retrieve a list of documents within a loop

Sample Response

[
	{
		"loopId": 405260,
		"folderName": "Folder",
		"documentId": 561622,
		"documentName": "Agency Disclosure Statement ­ Seller",
		"signatureVerficationLink": "DL­561622­4­301S",
		"lastModifiedDate": "2014­-08-­25T18:33:46­-04:00",
		"createdDate": "2014­-08-­25T23:29:31­-04:00",
		"sharedWith": [
			"405246",
			"405247",
			"405260"
		],
		"createdBy": 2462
	},
	{
		"loopId": 405260,
		"folderName": "Folder",
		"documentId": 561621,
		"documentName": "sfr­3",
		"signatureVerficationLink": "DL­561621­3­1X3D",
		"lastModifiedDate": "2014­-08­-25T18:26:38-­04:00",
		"createdDate": "2014­-08-­25T23:37:47­-04:00",
		"sharedWith": [
			"405246",
			"405247",
			"405260"
		],
		"createdBy": 2462
	}
]

getLoopDocument(profileId, loopViewId, documentId, documentName, [callback])

Returns a PDF for single document. The parameter “documentName” can be any text, it is provided to let the client choose the file name. Do not include the file extension in the documentName, the file extension will always be .pdf.

Sample Response No example included. The response will be a Buffer object with content type of application/pdf.

getLoopParticipants(profileId, loopViewId, [callback])

List of participants in a loop

Sample Response

[
	{
		"name": "New Person",
		"email": "[email protected]",
		"role": "None",
		"participantId": 3600616,
		"memberOfMyTeam": "N"
	},
	{
		"name": "DotLoop Final Review",
		"role": "Managing Broker",
		"memberOfMyTeam": "Y"
	},
	{
		"name": "K Fouts",
		"email": "kfouts@email_address.com",
		"role": "Listing Agent",
		"memberOfMyTeam": "Y"
	}
]

getLoopTasks(profileId, loopViewId, [callback])

List of tasks in a loop

Sample Response

[
	{
		"name": "Task New",
		"dueDateType": "2013­-04­-16T00:00:00­-04:00",
		"dueDate": "2013­-04-­16T00:00:00­-04:00",
		"createdDate": "2013­-04­-30T08:32:43-­04:00",
		"listName": "My Tasks",
		"listId": 208,
		"createdBy": 3104719,
		"lockedStatus": "N",
		"completionStatus": "N"
	}
]

getLoopFolders(profileId, loopViewId, [callback])

List of folders in a loop.

Sample Response

[
	{
		"viewId": 259626,
		"folderId": 314074,
		"name": "Folder",
		"archived": false,
		"minimized": false,
		"folderEmailName": "7f9e7d88­c31e­49cc­bf38­199689a7e0ea",
		"lastUpdatedDateISO": "2014­05­27T10:58:21­04:00"
	}
]

getDocumentActivities(profileId, documentId, [options], [callback])

Activities associated with document

Available Options

Name	Description
batchNumber	Increment the batch number to page through results. The default is 1.
batchSize	Number of records to return. The maximum value and default value is 50

Sample Response

[
	{
		"message": "Meyyalagan Chandrasekaran (Admin for DotLoop Final Review) viewed document <activity action=\"contract­editor\" viewId=\"404271\" documentId=\"560621\">Buyers Sign here<\/activity>",
		"activityDate": "2014­08­19T18:44:52­04:00"
	},
	{
		"message": "Mike Kiburz viewed document <activity action=\"contract­editor\" viewId=\"404271\" documentId=\"560621\">Buyers Sign here<\/activity>",
		"activityDate": "2014­07­28T16:49:36­04:00"
	}
]

getContacts(profileId, [options], [callback])

List of contacts associated with a profile

Note: this function hasn't been tested. Our API key didn't work for this endpoint

Available Options

Name	Description
batchNumber	Increment the batch number to page through results. The default is 1.
batchSize	Number of records to return. The maximum value and default value is 50

Sample Response

[
	{
		"personId": 3623822,
		"firstName": "Test FirstName",
		"lastName": "Test LastName",
		"email": "[email protected]"
	},
	{
		"personId": 3603862,
		"firstName": "Test Name",
		"lastName": "Test Name",
		"email": "[email protected]"
	}
]

getContactDetails(profileId, contactId, [callback])

Get contact details

Sample Response

[
	{
		"personId": 3603862,
		"firstName": "Brian",
		"lastName": "Erwin",
		"email": "[email protected]",
		"homephone": "213­893­6332",
		"officephone": "112­121­3656",
		"streetAddress01": "2100 Waterview dr",
		"city": "Richardson",
		"zipOrPostalCode": "75081",
		"fax": "111­865­5686",
		"stateOrProv": "TX"
	}
]

getEmployees(profileId, [options], [callback])

List of up to 5000 summarized employees

Available Options

Name	Description
batchNumber	Increment the batch number to page through results. The default is 1.
batchSize	Number of records to return. The maximum value and default value is 50
showAdmin	Show only admins
showInActive	Show inactive employees
includeChild	Include employees from child profiles

Sample Response

[
	{
		"memberId": 294132,
		"emailAddress": "[email protected]",
		"firstName": "Scott",
		"lastName": "Murphy",
		"loopsCreated": 4,
		"totalLoops": 5,
		"status": "ACTIVE",
		"isAdmin": "false"
	},
	{
		"memberId": 290767,
		"emailAddress": "[email protected]",
		"firstName": "Rob",
		"lastName": "Murphy",
		"loopsCreated": 1,
		"totalLoops": 1,
		"status": "ACTIVE",
		"isAdmin": "false"
	}
	]

getProfileAdmins(profileId, [options], [callback])

List of admins associated with profile

Note: this function hasn't been tested. Our API key didn't work for this endpoint

Available Options

Name	Description
batchNumber	Increment the batch number to page through results. The default is 1.
batchSize	Number of records to return. The maximum value and default value is 50

Sample Response

[
	{
		"memberId": 2570270,
		"emailAddress": "[email protected]",
    	"firstName": "TestFirstName2",
    	"lastName": "TestLastName2",
    	"status": "ENROLLED",
    	"isAdmin": "true"
  	}, 
	{
		"memberId": 2629538,
		"emailAddress": "[email protected]",
		"firstName": "TestFirstName1",
		"lastName": "TestLastName1",
		"status": "ACTIVE",
		"isAdmin": "true"
	}
]