STEP 1
Connect Loopio and Proposify
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Loopio and Proposify Integration
Keep Loopio and Proposify in sync by integrating their events and actions. When sales events happen in Loopio, update the Proposify automatically - without any line of code in visual workflow builder.
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Learn about Loopio and Proposify
Detailed info you need to know about Loopio and Proposify integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Loopio to Proposify
Set up your Loopio and Proposify integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Loopio and Proposify 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 Loopio and Proposify. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Loopio and Proposify work in WEXTL?
WEXTL exposes actions and triggers for Loopio and Proposify 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.
Loopio triggersProposify actions
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.
Proposify modules
- Add a Document SectionAdds a section to a document.
- Archive a DocumentArchives a document in the system.
- Create a ClientCreates a new client.
- Create a CompanyCreates a new company.
- Create a DocumentCreates a new document in the specified service.
- Delete an Archived DocumentDeletes an archived document from the service.
- Get a DocumentRetrieves a specific document.
- List ClientsRetrieves existing clients.
- List CompaniesRetrieves existing companies.
- List Document SectionsRetrieves document sections.
- List TemplatesRetrieves available templates.
- List UsersRetrieves account users.
- Make an API CallPerforms an arbitrary authorized API request.
- Unarchive a DocumentUnarchives a document that was previously archived.
- Update a ClientUpdates a client with new information.
- Update a CompanyUpdates a company's information in the database.
- Update a DocumentUpdates a document in the specified service.
- Update a Document's Custom FieldsSets or updates custom fields for a document.
- Watch ClientsTriggers when client events occur.
- Watch CompaniesTriggers when company events occur.
- Watch SectionsTriggers when section events occur.
- Watch TemplatesTriggers when template events occur.
- Watch UsersTriggers when there are new user events.
Frequently asked questions
Common questions about connecting Loopio and Proposify.
Connect your Loopio and Proposify 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 Loopio's "Watch Event" fires, WEXTL can "Add a Document Section" in Proposify. Loopio has 11 triggers (including Watch Event, Watch Project Compliance, and Watch Project Entries); Proposify has 18 actions (including Add a Document Section, Archive a Document, and Create a Client). 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. Loopio-to-Proposify 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 Loopio (or Proposify) 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 Loopio + Proposify 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 Loopio and Proposify integration.
- Loopio and Proposify integration source code, module specs and credentials implementation.
- Our Loopio and Proposify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Loopio and Proposify — 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.
- Loopio integration information
- Proposify integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library