Requirements
Connecting Loopio takes an active account plus OAuth client credentials, granted by signing in with your account — no other setup is required.[3]
Get your Loopio credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtextRequired
Log into Loopio, go to Admin → Integrations → Add an App, then save to get your Client ID.
[1] - Client SecretpasswordRequired
Log into Loopio, go to Admin → Integrations → Add an App, then save to get your Client ID and Secret.
[1]
Integration requests 12 permissions:
users:readusers:writeprojects:readprojects:writelibrary:readlibrary:writeentries:readentries:writefiles:readfiles:writeroles:readroles:write
Connect Loopio in WEXTL
- Log in to your WEXTL account, add the Loopio node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Loopio account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Loopio node modules
The list below is a reference of every Loopio node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Loopio node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch EventTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Webhook URL | text |
| Events | array |
| Status | text |
| Creator | object |
| ID | number |
Watch Project ComplianceTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Project | object |
| ID | number |
| Label | text |
| Short name | text |
| Options | array |
Watch Project EntriesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Question | text |
| Answer | object |
| Text | text |
| Compliance answers | array |
| Inline images | array |
| Project | object |
| ID | number |
| Section | object |
| ID | number |
| Sub section | object |
| ID | number |
| Assignee | object |
| Type | text |
| ID | number |
| Name | text |
| Reviewer | object |
| Type | text |
| ID | number |
| Name | text |
Watch Project ParticipantsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| ID | number |
| Role | text |
| Name | text |
Watch Project SectionsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Project | object |
| ID | number |
| Name | text |
Watch Project Source FilesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Filename | text |
| File extension | text |
| Status | text |
| Size | number |
| Creator | object |
| ID | number |
| Name | text |
| Created date | date |
| Guid | text |
| URL | url |
| Last updated | date |
| Last updated date | date |
| Is import document | boolean |
Watch Project SubsectionsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Project | object |
| ID | number |
| Section | object |
| ID | number |
| Name | text |
Watch Project Summary StatusTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Status | text |
| Company name | text |
| Due date | date |
| Owner | object |
| ID | number |
| Name | text |
| Description | text |
| Project type | text |
| Is complete | boolean |
| Questions | object |
| Unassigned | number |
| Assigned | number |
| Review | number |
| Complete | number |
| Total | number |
| Workdays | object |
| Total | number |
| Left | number |
| Elapsed | number |
Watch ProjectsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Project type | text |
| Status | text |
| Company name | text |
| Created date | date |
| Due date | date |
| Owner | object |
| ID | number |
| Name | text |
| Creator | object |
| ID | number |
| Name | text |
| Description | text |
Watch TeamsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Description | text |
Watch UsersTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| First name | text |
| Last name | text |
| Status | text |
| Guid | text |
| Role ID | number |
Get a ComplianceAction
Get a FileAction
Get a ProjectAction
Get a Project EntryAction
Input fields[3]
| Field | Type |
|---|---|
Project Entry IDRequired | choice |
| Inline Options | array |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Question | text |
| Answer | object |
| Text | text |
| Compliance answers | array |
| Inline images | array |
| Project | object |
| ID | number |
| Section | object |
| ID | number |
| Sub section | object |
| ID | number |
| Assignee | object |
| Type | text |
| ID | number |
| Name | text |
| Reviewer | object |
| Type | text |
| ID | number |
| Name | text |
Get a Project SectionAction
Get a Project SubsectionAction
Get a Project Summary StatusAction
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
| Fields | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Status | text |
| Company name | text |
| Due date | date |
| Owner | object |
| ID | number |
| Name | text |
| Description | text |
| Project type | text |
| Is complete | boolean |
| Questions | object |
| Unassigned | number |
| Assigned | number |
| Review | number |
| Complete | number |
| Total | number |
| Workdays | object |
| Total | number |
| Left | number |
| Elapsed | number |
Get a TeamAction
Get a UserAction
Get a UserAction
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Customer ID | number |
| First name | text |
| Last name | text |
| Customer name | text |
| Subdomain | text |
| Tier | text |
| Active timezone | text |
Get Custom Project FieldsAction
Get Project Merge VariablesAction
List Project ComplianceSearch
List Project EntriesSearch
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
| Inline | array |
| Inline Item | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Question | text |
| Answer | object |
| Text | text |
| Compliance answers | array |
| Inline images | array |
| Project | object |
| ID | number |
| Section | object |
| ID | number |
| Sub section | object |
| ID | number |
| Assignee | object |
| Type | text |
| ID | number |
| Name | text |
| Reviewer | object |
| Type | text |
| ID | number |
| Name | text |
List Project ParticipantsSearch
List Project SectionsSearch
List Project Source FilesSearch
List Project SubsectionsSearch
List Project Summary StatusSearch
Input fields[3]
| Field | Type |
|---|---|
Last Updated Date Greater ThanRequired | date |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Status | text |
| Company name | text |
| Due date | date |
| Owner | object |
| ID | number |
| Name | text |
| Description | text |
| Project type | text |
| Is complete | boolean |
| Questions | object |
| Unassigned | number |
| Assigned | number |
| Review | number |
| Complete | number |
| Total | number |
| Workdays | object |
| Total | number |
| Left | number |
| Elapsed | number |
List ProjectsSearch
List TeamsSearch
List UsersSearch
Update Project ParticipantsSearch
Attach a Document to a ProjectAction
Create a ComplianceAction
Create a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
Project TypeRequired | choice |
Company NameRequired | text |
Due DateRequired | date |
| Description | text |
| Created Type | choice |
| Owner | object |
IDRequired | choice |
| Custom Project Field Values | array |
| Merge Variable Values | array |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Project type | text |
| Status | text |
| Company name | text |
| Created date | date |
| Due date | date |
| Owner | object |
| ID | number |
| Name | text |
| Creator | object |
| ID | number |
| Name | text |
| Description | text |
Create a Project EntryAction
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Question | text |
| Answer | object |
| Text | text |
| Compliance answers | array |
| Inline images | array |
| Project | object |
| ID | number |
| Section | object |
| ID | number |
| Sub section | object |
| ID | number |
| Assignee | object |
| Type | text |
| ID | number |
| Name | text |
| Reviewer | object |
| Type | text |
| ID | number |
| Name | text |
Create a Project SectionAction
Create a Project SubsectionAction
Create a Project Using TemplateAction
Input fields[3]
| Field | Type |
|---|---|
Project Template IDRequired | choice |
NameRequired | text |
Project TypeRequired | choice |
Company NameRequired | text |
Due DateRequired | date |
| Description | text |
| Created Type | choice |
| Owner | object |
IDRequired | choice |
| Custom Project Field Values | array |
| Merge Variable Values | array |
Output fields[3]
| Field | Type |
|---|---|
| Task ID | number |
| Project ID | number |
Create a UserAction
Delete a ComplianceAction
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
Delete a FileAction
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
Delete a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
Delete a Project EntryAction
Input fields[3]
| Field | Type |
|---|---|
Project Entry IDRequired | choice |
Delete a Project SectionAction
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
Delete a Project SubsectionAction
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
Disable Multiple Users by EmailAction
Input fields[3]
| Field | Type |
|---|---|
EmailsRequired | choice |
Link a Project to a CRMAction
Make an API Calluniversal
Update a ComplianceAction
Update a ProjectAction
Update a Project EntryAction
Input fields[3]
| Field | Type |
|---|---|
Project Entry IDRequired | choice |
| Question | text |
| Answer | object |
| Text | text |
| Compliance Answers | array |
| Inline Options | array |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Question | text |
| Answer | object |
| Text | text |
| Compliance answers | array |
| Inline images | array |
| Project | object |
| ID | number |
| Section | object |
| ID | number |
| Sub section | object |
| ID | number |
| Assignee | object |
| Type | text |
| ID | number |
| Name | text |
| Reviewer | object |
| Type | text |
| ID | number |
| Name | text |
Update a Project SectionAction
Update a Project SubsectionAction
Update a UserAction
Update Project Custom FieldsAction
Templates
Look for Loopio templates in the WEXTL template library.
Browse templates →Explore alternative apps
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- AdversusCloud-based outbound call center platform for managing dialing campaigns, leads, and appointment scheduling.
References
- WEXTL® Loopio Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Loopio.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12