STEP 1
Connect Avoma and Loopio
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Avoma and Loopio Integration
Connect Avoma and Loopio to automate sales workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Avoma and Loopio
Detailed info you need to know about Avoma and Loopio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Avoma to Loopio
Set up your Avoma and Loopio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Avoma and Loopio nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Avoma and Loopio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Avoma and Loopio work in WEXTL?
WEXTL exposes actions and triggers for Avoma and Loopio that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Avoma triggersLoopio actions
Avoma modules
- Create a CallCreates a Call.
- Drop a MeetingDrops a meeting with given uuid. Bot must be in the meeting in order to drop meeting.
- Get a CallRetrieves a single call by id.
- Get a MeetingRetrieves details for a specific meeting.
- Get a Meeting InsightsRetrieves insights for a specific meeting.
- Get a Meeting RecordingReturns a video and audio recording for a given meeting uuid.
- Get a RecordingRetrieves details for a Recording.
- Get a TranscriptionRetrieves a single transcription by uuid.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CallsSearches for calls matching the given criteria.
- Search MeetingsSearches for meetings by specified criteria.
- Search NotesSearches for notes within organization or for a specified meeting.
- Search TranscriptionsSearches for transcriptions matching the given criteria.
- Watch MeetingsTriggers when a meeting is created.
- Watch NotesTriggers when a note is created or updated.
Loopio modules
- Attach a Document to a ProjectAttaches a source document to a Loopio project.
- Create a ComplianceCreates a compliance set for a project.
- Create a ProjectCreates a new project.
- Create a Project EntryCreates a new project entry.
- Create a Project SectionCreates a new project section.
- Create a Project SubsectionCreates a new project subsection.
- Create a Project Using TemplateCreates a project based on a specified template.
- Create a UserCreates a new user.
- Delete a ComplianceDeletes a compliance set for a project.
- Delete a FileDeletes a file from the system.
- Delete a ProjectDeletes a project and its associated data.
- Delete a Project EntryDeletes a specific project entry.
- Delete a Project SectionDeletes a specific project section.
- Delete a Project SubsectionDeletes a project subsection and its content.
- Disable Multiple Users by EmailDisables multiple users by their email addresses in bulk.
- Get a ComplianceRetrieves a compliance set for a project.
- Get a FileGets information about a file.
- Get a ProjectRetrieves a project's data.
- Get a Project EntryRetrieves a specific project entry.
- Get a Project SectionRetrieves a specific project section.
- Get a Project SubsectionRetrieves a specific project subsection.
- Get a Project Summary StatusGets the status summary of a project.
- Get a TeamRetrieves information about a specific team.
- Get a UserRetrieves a specific user from the service.
- Get a UserGets a user's information from a JWT.
- Get Custom Project FieldsRetrieves custom project field values for a given project.
- Get Project Merge VariablesGets project merge variable values for a project.
- Link a Project to a CRMLinks a Loopio project to a CRM opportunity.
- List Project ComplianceGets the compliance sets for a project.
- List Project EntriesRetrieves a list of project entries.
- List Project ParticipantsGets the participants for a project.
- List ProjectsRetrieves projects you can interact with.
- List Project SectionsRetrieves a list of project sections.
- List Project Source FilesViews basic information on a project's source files.
- List Project SubsectionsRetrieves a list of project subsections.
- List Project Summary StatusGets the status summary list of projects filtered by the date last synced.
- List TeamsRetrieves a list of teams.
- List UsersRetrieves a list of users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ComplianceUpdates a compliance set for a project.
- Update a ProjectUpdates a project's data.
- Update a Project EntryUpdates a specific project entry.
- Update a Project SectionUpdates a specific project section.
- Update a Project SubsectionUpdates a specific project subsection.
- Update a UserUpdates a user in the system with new information.
- Update Project Custom FieldsEdits custom project field values for a given project.
- Update Project Merge VariablesEdits the values of project merge variables for a project.
- Update Project ParticipantsUpdates the participants for a project.
- Watch EventTriggers when a new event occurs.
- Watch Project ComplianceTriggers when there is a change in project compliance status.
Frequently asked questions
Common questions about connecting Avoma and Loopio.
Connect your Avoma and Loopio accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Avoma's "Watch Meetings" fires, WEXTL can "Attach a Document to a Project" in Loopio. Avoma has 2 triggers (including Watch Meetings and Watch Notes); Loopio has 48 actions (including Attach a Document to a Project, Create a Compliance, and Create a Project). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Avoma-to-Loopio automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Avoma (or Loopio) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Avoma + Loopio automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Avoma and Loopio integration.
- Avoma and Loopio integration source code, module specs and credentials implementation.
- Our Avoma and Loopio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Avoma and Loopio — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Avoma integration information
- Loopio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library