Loopio Integration

RFP and security questionnaire response platform for compliance and proposal teams. Automate Loopio lead and opportunity workflows so important handoffs do not live in spreadsheets. Start from Watch Event and let Get a Compliance or Get a File handle the next step.

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Supported triggers and actions for Loopio integration

Triggers can detect changes in Loopio and run actions that can create, search or modify data inside Loopio automatically [3] — exactly how you set them.

Watch EventTriggers when a new event occurs.
Watch Project ComplianceTriggers when there is a change in project compliance status.
Watch Project EntriesTriggers when new project entries are added.
Watch Project ParticipantsTriggers when project participants are watched.
Watch Project SectionsTriggers when a new project section is created or an existing one is modified.
Watch Project Source FilesTriggers when project source files are modified or added.
Watch Project SubsectionsTriggers when project subsections are updated or created.
Watch Project Summary StatusTriggers when a project summary status is updated.
Watch ProjectsTriggers when a new project is created or updated.
Watch TeamsTriggers when a new team is created or updated.
Watch UsersTriggers when a new user is created.
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.
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.
Update Project ParticipantsUpdates the participants for a project.
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.
Link a Project to a CRMLinks a Loopio project to a CRM opportunity.
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.

How to integrate Loopio in automation workflow?

3 simple steps to make your Loopio connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Loopio in workflow

Pick Loopio app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Loopio

When prompted, authorize access to Loopio in WEXTL once. Loopio credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Loopio account. Approve?

STEP 3

Build a workflow

Build your workflow with Loopio yourself or with WEXTL® AI Builder. Connect Loopio to any available integrations [5], or use HTTP node to go beyond them.

Loopio

How Loopio connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Loopio app is called in workflows. That allows your sales automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Loopio supports.

Full Loopio API documentation

The following table illustrates what fields Loopio integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Loopio is connected in WEXTL builder [4].

Field	Type	Help
Client IDRequired	text	Log into Loopio, go to Admin → Integrations → Add an App, then save to get your Client ID.
Client SecretRequired	password	Log into Loopio, go to Admin → Integrations → Add an App, then save to get your Client ID and Secret.

Connect Loopio to popular apps on WEXTL

Enter a name of the other app you want to sync with Loopio below. Click on selected app to explore integration options with Loopio. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Loopio integration

Select Watch Project Compliance trigger from Loopio - this will be a starting point in your automation. Whenever event happens in Loopio, workflow will start [7] from Watch Project Compliance node.

Search for Create a Compliance, connect it as the next step of integration sequence. You can use filters between Watch Project Compliance and Create a Compliance, so only important data pass from Watch Project Compliance to the next step. WEXTL gives you full control over the process of Loopio automation. All parts of workflow are visible on the canvas [4].

Loopio on WEXTL has 59 modules for combining sales automations. Explore Loopio documentation for more.

Video slide demonstrates how Watch Project Compliance and Create a Compliance nodes are used in Loopio workflow.

Video slide demonstrates how Watch Project Compliance and Create a Compliance [6] nodes are used in Loopio workflow.

Frequently asked questions

Common questions about automating Loopio in your workflows.

Loopio has 11 triggers, including "Watch Event", "Watch Project Compliance", and "Watch Project Entries", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 48 actions, including "Get a Compliance", "Get a File", and "Get a Project", and more. Refer to our Loopio Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Loopio integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Loopio official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Loopio provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Loopio or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Loopio inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Loopio modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Loopio integration.

Loopio integration source code, module specs and credentials implementation.
Internal Loopio integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Loopio vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Loopio App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Loopio Integration

Supported triggers and actions for Loopio integration