Integrations

Integrations

Connect your workflows to external services for powerful automation.

Integrations let Loopfour read from and write to the systems where finance work already happens. A typical workflow may start from a CRM event, look up customer or contract data, validate invoice details, route an approval in Slack or email, then create or update records in an accounting system. The integration docs explain which providers are available, how authentication is configured, and where provider-specific behavior affects workflow design.

Before connecting a provider, identify the object that should be the source of truth for the workflow. For example, a closed opportunity, signed contract, received invoice, payment failure, or customer update may each require a different trigger and reconciliation path. Also decide which system should receive the final write and what evidence needs to stay attached to the run. Clear ownership prevents duplicate records, stale data, and approval steps that are hard to audit after the workflow runs.

Categories

Connecting Integrations

Most integrations use OAuth for authentication:

1. Navigate to Connections in your dashboard
2. Click Add Connection
3. Select the integration
4. Complete the OAuth flow
5. The connection is ready to use in workflows

Connection Status