17 results found
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Automatically pull Salesforce Opportunity Owner field as Loopio Project Owner
Ability to fill Loopio Project Owner as the SFDC Opportunity/Account owner.
3 votes -
Salesforce Object field sync user
Able to sync to a user name and not bring over the user's id number
2 votes -
Sharepoint Iframe Integration in Loopio Project and Library
A sharepoint integration that is an Iframe which allows customers to interact with their Sharepoint content from Loopio.
2 votes -
Limit Loopio ability to Read ALL customer data when using Sharepoint as Cloud Provider
Today, the Cloud Provider integration for Sharepoint is able to read all customer data in Sharepoint. This request if to limit Loopio's access and to give Loopio permission to only specific parts of Sharepoint that the customer wants to give Loopio access to.
2 votes -
2 votes
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Support Onyx.App AI tool in Loopio for Projects, Library
Use Onyx.App inside Loopio to answer project entries and share information with the Loopio Library.
2 votes -
Support Lookup fields in Salesforce
Loopio Custom Project Fields cannot be linked to Lookup fields in Salesforce Opp/Account. This request is to support this to allow customers to easily relay any information they stored in Lookup fields to Custom Project Fields in Loopio Projects.
2 votes -
Export Loopio Project to Salesforce
Export Loopio Project directly to the Salesforce Opportunity / Account that was associated with the project
3 votes -
Project Milestones API endpoint
Create API endpoints to create, update and delete Loopio Project Milestones.
2 votes -
Export Loopio Projects to Dynamics
Export Loopio project to Dynamics. Same way as it exports to Seismic and Highspot
2 votes -
Improve library search capabilities of Seismic
Improve search results when searching for Loopio content in Seismic
2 votes -
Map Hubspot Deal fields to Loopio project Merge variables when creating a project from Hubspot
Automatically Map fields from Hubspot Deal to Loopio Project Merge Variables when creating a loopio project in Hubspot.
2 votes -
3 votes
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Library API Endpoint for Answer Text
Findlay Park Via Door is wanting us to add an Endpoint that only shows when the answer text on the library entry updates. The current last updated endpoint, includes other updates to the entry which is not useful for their integration.
2 votes -
Add Bynder as a Cloud Service Provider
Add Bynder as a Cloud Service Provider to pull Brand content and creative assets to provide in proposals in Loopio. The goal is to always have the most up-to-date content.
3 votes -
API for Loopio Library RAG or Embeddings
Create a library endpoint that provide RAG or embeddings to train customer LLMs
2 votes -
PDF import via API
Customer would like to import PDF attachments via API (Huddle)
1 vote
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