What actions can I run in Loopio?

48 actions are available, including "Get a Compliance", "Get a File", and "Get a Project", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Loopio Integrations

RFP and security questionnaire response platform for compliance and proposal teams. Wire Loopio into sales workflows so handoffs stop living in spreadsheets.

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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 ProjectsTriggers when a new project is created or updated.
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 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 UserGets a user's information from a JWT.
Get a UserRetrieves a specific user from the service.
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 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.
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.

When to use Loopio

Common scenarios where Loopio automation saves time and reduces manual work.

Use Loopio's "Watch Event" trigger to react the instant an event occurs and push data into connected tools.
Run "Get a File" in Loopio from any upstream event — map fields once and let the automation handle the rest.
Include "Watch Project Entries" from Loopio in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Loopio to WEXTL®

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.

Use in workflow automation

Start from Loopio’s Watch Project Compliance trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Compliance as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 59 ready-made steps for sales work, and every run records what went in and what came back.

Loopio workflow on the canvas: Watch Project Compliance then Create a Compliance

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. Use them to start workflows the moment Loopio events fire — no polling required.

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.

Use in workflow automation

Start from Loopio’s Watch Project Compliance trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Compliance as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 59 ready-made steps for sales work, and every run records what went in and what came back.

Loopio Integrations

When to use Loopio

How to connect

Use in workflow automation

Frequently asked questions

Loopio Integrations

When to use Loopio

How to connect

Connect Loopio to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Loopio to any app in workflows

Connect Loopio to any app in workflows

Connect Loopio to any app in workflows

Loopio Integrations

Loopio triggers and actions

When to use Loopio

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Loopio support?

What actions can I run in Loopio?

Do I need to write code to automate this?

Is the integration secure?

Loopio Integrations

Loopio triggers and actions

When to use Loopio

How to connect

Connect Loopio to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Loopio support?

What actions can I run in Loopio?

Do I need to write code to automate this?

Is the integration secure?

Connect Loopio to any app in workflows

Connect Loopio to any app in workflows

Connect Loopio to any app in workflows