STEP 1
Connect Dealhub 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.
Dealhub and Loopio Integration
Build sales workflows between Dealhub and Loopio on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Dealhub and Loopio
Detailed info you need to know about Dealhub and Loopio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Dealhub to Loopio
Set up your Dealhub and Loopio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Dealhub 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 Dealhub and Loopio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Dealhub and Loopio work in WEXTL?
WEXTL exposes actions and triggers for Dealhub 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.
Dealhub triggersLoopio actions
Dealhub modules
- Authenticate a UserAuthenticates a CRM user.
- Cancel a Recurring ItemCancels a recurring billing item.
- Create a One-Time ItemCreates a one-time billing item.
- Create a PaymentCreates a payment in the system for a specified transaction.
- Create a Payment MethodCreates a payment method for a user or account.
- Create a QuoteCreates a quote in the CRM.
- Create a Recurring ItemCreates a recurring billing item.
- Create an AccountCreates a new account in the system.
- Create an OpportunityCreates a new sales opportunity.
- Create or Update UsersCreates a new user or updates an existing user's information.
- Delete a One-Time ItemDeletes a one-time billing item from the system.
- Delete a Recurring ItemDeletes a recurring billing item.
- Delete an AccountDeletes an account in the specified service.
- Get a One-Time ItemRetrieves a one-time billing item.
- Get a QuoteRetrieves a specific quote.
- Get a Quote DocumentRetrieves the quote document.
- Get a Recurring ItemRetrieves a recurring billing item.
- Get a User by IDRetrieves a user by ID.
- Get a User by LoginRetrieves a user using login credentials.
- Get an AccountRetrieves an account.
- Get an Invoice PDFRetrieves an invoice PDF.
- Get DealRoom SignersRetrieves DealRoom signers for a quote.
- Get My OpportunitiesRetrieves opportunities for the current user.
- Get Product ParametersRetrieves product parameters.
- Get Product PricingRetrieves product pricing information.
- Get Quotes for an OpportunityRetrieves quotes for an opportunity.
- Get Real-Time PricingRetrieves real-time pricing data.
- List AccountsRetrieves all accounts.
- List Failed PaymentsRetrieves failed payments.
- List Invoice LinesRetrieves invoice line items.
- List Invoice Lines Awaiting TaxationRetrieves invoice lines awaiting taxation.
- List InvoicesRetrieves a list of invoices.
- List Invoices Awaiting TaxationRetrieves invoices that are awaiting taxation.
- List One-Time ItemsRetrieves all one-time billing items.
- List QuotesRetrieves a list of quotes from the service.
- List Recurring ItemsRetrieves all recurring billing items.
- List UsersRetrieves a list of users.
- Make an API CallPerforms a custom API request.
- Open a QuoteOpens an existing quote.
- Renew a Recurring ItemRenews a recurring billing item.
- Update a One-Time ItemUpdates a one-time billing item.
- Update a Recurring ItemUpdates a recurring billing item.
- Update AccountUpdates an existing account.
- Update Invoice Tax InformationUpdates tax information for an invoice.
- Watch AccountsTriggers when a new account is created or an existing account is updated.
- Watch Failed PaymentsTriggers when a payment fails.
- Watch InvoicesTriggers when a new invoice is created.
- Watch One-Time ItemsTriggers when a one-time item is created or updated.
- Watch Recurring ItemsTriggers when a recurring item is created or updated.
- Watch UsersTriggers when a new user is created.
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 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 ProjectsRetrieves projects you can interact with.
- 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 Dealhub and Loopio.
Connect your Dealhub 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 Dealhub's "Watch Accounts" fires, WEXTL can "Attach a Document to a Project" in Loopio. Dealhub has 6 triggers (including Watch Accounts, Watch Failed Payments, and Watch Invoices); 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. Dealhub-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 Dealhub (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 Dealhub + 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 Dealhub and Loopio integration.
- Dealhub and Loopio integration source code, module specs and credentials implementation.
- Our Dealhub and Loopio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Dealhub 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.
- Dealhub integration information
- Loopio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library