Loopion and Salesflare

How to connect Loopion

What you can automate

  • When new Action Reminder in Loopion, create task in Salesflare.

About Loopion

Loopion is a meeting accountability platform that transcribes meetings, extracts action items, and tracks each action until it is completed.

Loopion operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Action Completed — Triggers when an action is completed in Loopion — use it to close the mirrored task in your CRM or project tool.
  • Meeting Summary Ready — Triggers when a meeting summary is ready in Loopion. The payload is a notification with a link to the recap — the summary itself lives in Loopion.
  • New Action — Triggers when Loopion captures a new action from a meeting (or one is created manually) — with owner, due date and a link back to Loopion.
  • New Action Reminder — Triggers when Loopion sends a follow-up reminder for an open action — post it to Slack or your task tool alongside the email reminder, with a link to complete it in Loopion.
  • New Event — Triggers when anything happens in Loopion — new action, completed action, reminder, or meeting summary ready. The Event field says which, so one Zap with Paths or Filters can handle everything.

Actions (1)

Things Salesflare can make it do

  • Complete Action — Marks an action as completed in Loopion — for example when the matching task is closed in your CRM or project tool.

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