About this integration
RFP and security questionnaire response platform for compliance and proposal teams. Connect it to any workflow without writing code.
You can choose from 11 triggers, 23 search modules and 25 actions. The connection type is oauth authentication. Webhook-based triggers fire instantly without polling.
How to connect
The credential form asks for Client ID and Client Secret.
OAuth asks you to approve users:read, users:write, and projects:read before access is granted.
Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.
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. |
Permissions requested
- users:read
- users:write
- projects:read
- projects:write
- library:read
- library:write
- entries:read
- entries:write
- files:read
- files:write
- roles:read
- roles:write
Use it in workflow automation
Start with Watch Event, then add Attach a Document to a Project.
The canvas below runs Watch Event into Attach a Document to a Project — watch the video, then drop a node onto the canvas.
Select the Watch Project Compliance trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create a Compliance as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 36 ready-made modules for sales work — each run logs its inputs and outputs for debugging.
Loopio workflow on the canvas: Watch Project Compliance then Create a Compliance
Triggers, searches and actions
Explore the fields available for each Loopio trigger, search, and action — 11 triggers, 23 searchs, and 25 actions.
Triggers
Whenever something changes in the app, one of 11 available triggers can start a run immediately.
- Watch Event
- Watch Project Compliance
- Watch Project Entries
- Watch Project Participants
- Watch Projects
6more triggers
Searches
23 search modules let you query the app mid-run and feed the results to the next step.
- Get a Compliance
- Get a File
- Get a Project
- Get a Project Entry
- Get a Project Section
18more searches
Actions
Use 25 action modules to write data back into the app from anywhere in a run.
- Attach a Document to a Project
- Create a Compliance
- Create a Project
- Create a Project Entry
- Create a Project Section
20more actions
Explore the fields available for each Loopio trigger, search, and action.
Triggers
Output fields
| Field | Type |
|---|---|
ID | number |
Webhook URL | text |
Events | array |
Status | text |
Creator | object |
ID | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Label | text |
Short name | text |
Options | array |
Output fields
| 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 |
Email | |
Reviewer | object |
Type | text |
ID | number |
Name | text |
Email |
Output fields
| Field | Type |
|---|---|
Type | text |
ID | number |
Role | text |
Email | |
Name | text |
Output fields
| 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 |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Name | text |
Output fields
| 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 |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Section | object |
ID | number |
Name | text |
Output fields
| 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 |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Output fields
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Status | text |
Guid | text |
Role ID | number |
Searches
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Label | text |
Short name | text |
Options | array |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Fields | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | 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 |
Input fields
| Field | Type |
|---|---|
Project Entry IDRequired | choice |
Inline Options | array |
Output fields
| 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 |
Email | |
Reviewer | object |
Type | text |
ID | number |
Name | text |
Email |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Section | object |
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Team IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Users | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Customer ID | number |
First name | text |
Last name | text |
Email | |
Customer name | text |
Subdomain | text |
Tier | text |
Active timezone | text |
Input fields
| Field | Type |
|---|---|
User IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Status | text |
Guid | text |
Role ID | number |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Opportunity URL | url |
Uninitialized field | text |
Amount | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Deal size | text |
Uninitialized variable | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | number |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Label | text |
Short name | text |
Options | array |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Inline | array |
Inline Item | text |
Limit | number |
Output fields
| 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 |
Email | |
Reviewer | object |
Type | text |
ID | number |
Name | text |
Email |
Input fields
| Field | Type |
|---|---|
Project IDRequired | number |
Limit | number |
Output fields
| Field | Type |
|---|---|
Type | text |
ID | number |
Role | text |
Email | |
Name | text |
Input fields
| Field | Type |
|---|---|
RFX Types | choice |
Limit | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | number |
Limit | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Section | object |
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Last Updated Date Greater ThanRequired | date |
Limit | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Search Query | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Input fields
| Field | Type |
|---|---|
Search QueryRequired | text |
Sort ByRequired | choice |
Sort DirectionRequired | choice |
Types | choice |
User Status | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Status | text |
Guid | text |
Role ID | number |
Input fields
| Field | Type |
|---|---|
Project IDRequired | number |
Participants | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
Type | text |
ID | number |
Role | text |
Email | |
Name | text |
Actions
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
DocumentRequired | text |
Output fields
| Field | Type |
|---|---|
File ID | number |
Resource URI | url |
Input fields
| Field | Type |
|---|---|
Project IDRequired | number |
LabelRequired | text |
OptionsRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Label | text |
Short name | text |
Options | array |
Input fields
| 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
| 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 |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| 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 |
Email | |
Reviewer | object |
Type | text |
ID | number |
Name | text |
Email |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
NameRequired | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
NameRequired | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Section | object |
ID | number |
Name | text |
Input fields
| 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
| Field | Type |
|---|---|
Task ID | number |
Project ID | number |
Input fields
| Field | Type |
|---|---|
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
Role IDRequired | choice |
Team IDs | choice |
Welcome Message | text |
Output fields
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Guid | text |
Status | text |
Role ID | number |
Team ids | array |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Project Entry IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Input fields
| Field | Type |
|---|---|
EmailsRequired | choice |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Opportunity IDRequired | text |
TypeRequired | choice |
Output fields
| Field | Type |
|---|---|
Project ID | number |
Opportunity ID | text |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
LabelRequired | text |
OptionsRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Label | text |
Short name | text |
Options | array |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Status | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | 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 |
Input fields
| Field | Type |
|---|---|
Project Entry IDRequired | choice |
Question | text |
Answer | object |
Text | text |
Compliance Answers | array |
Inline Options | array |
Output fields
| 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 |
Email | |
Reviewer | object |
Type | text |
ID | number |
Name | text |
Email |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Name | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Name | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Project | object |
ID | number |
Section | object |
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
User IdRequired | choice |
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
Role IDRequired | choice |
Team IDs | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Guid | text |
Status | text |
Role ID | number |
Team ids | array |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Custom Project Field Values | array |
Output fields
| Field | Type |
|---|---|
Opportunity URL | url |
Uninitialized field | text |
Amount | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Merge Project Field Values | array |
Output fields
| Field | Type |
|---|---|
Deal size | text |
Uninitialized variable | text |