Documentation Index
Fetch the complete documentation index at: https://help.loopiq.com/llms.txt
Use this file to discover all available pages before exploring further.
Manage Integrations and Providers
What this does
This guide explains how admins connect external systems, manage provider records, and maintain integration settings in LoopIQ.Before you begin
Make sure:- you have admin access to integrations
- you have the external credentials, callback URLs, or provider details required for setup
Steps
- Open the Integrations area.
- Select the integration or provider type you want to configure.
- Enter the required connection details.
- Save the configuration.
- If providers are used in your workflow, create or update provider records.
- Test the connection if that option is available.
- Review any returned status or sync result.
- Update related teams or workflows if the integration is part of an operational process.
What happens next
Once configured, the integration can support connected workflows such as imports, linked records, document access, or automation triggers.Tips
- Keep provider records clean and consistently named.
- Use one test connection before enabling a new integration broadly.
- Document ownership for each integration so admins know who maintains it.