LoopfourDocumentation
Complete guide to building and deploying automated workflows with Loopfour
Loopfour Documentation
Welcome to the documentation for Loopfour -- the AI-powered platform for financial workflow automation. Build, deploy, and monitor automated workflows that connect your billing, CRM, accounting, and communication systems.
Use these docs when you need to move from a business process to a controlled workflow implementation. Start with the conceptual pages if you are mapping how Loopfour models triggers, steps, connections, runs, and audit evidence. Use the API reference when you already know the object you want to create or inspect. Use tutorials when you want a complete pattern that starts from a finance event, routes through connected systems, and ends with a measurable operational outcome.
Loopfour workflows are designed for finance operations where reliability matters more than open-ended automation. A workflow should make the trigger explicit, keep each step reviewable, preserve the data passed between systems, and leave enough run history for a controller, operator, or developer to understand what happened later. The docs are organized around that lifecycle: authenticate, create a workflow, connect systems, run or deploy it, inspect results, and debug failures.
Quick Links
Introduction
What is Loopfour and what can you build
Quickstart
Create and run your first workflow in 5 minutes
Blocks Reference
Explore the building blocks for workflows
Integrations
Connect Stripe, Salesforce, QuickBooks, and 50+ tools
By Role
Finance Teams
Automate invoice creation, payment reconciliation, and revenue recognition
Sales Operations
Sync deals across CRM and accounting with automated workflows
Developers
Build integrations using the Workflows API
AI Builders
Use the AI Copilot to build workflows with natural language
Core Concepts
| Concept | Description |
|---|---|
| Workflow | A directed graph of steps executed in response to a trigger |
| Block | A single unit of work -- agent, code, condition, transform, integration call |
| Trigger | The event that starts a workflow: webhook, schedule, API call, or platform event |
| Connection | OAuth or API key credentials for external services |
| Execution | A single run of a workflow with full logging and error handling |
Getting Help
- Troubleshooting -- Common errors and debugging guides
- API Reference -- Full REST API documentation
- Tutorials -- Step-by-step workflow guides