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ServiceNow and Loopio integration + automation

ServiceNow and Loopio integrations couldn’t be easier with the Tray Platform’s robust ServiceNow and Loopio connectors, which can connect to any service without the need for separate integration tools.

Integrations

Rapid ServiceNow + Loopio integrations

Accelerate project completion and make your support operations hyper-efficient with quick and easy ServiceNow + Loopio integrations on the low-code Tray Platform. Our 100% visual, drag-and-drop builder makes it easy for anyone to bidirectionally sync ServiceNow + Loopio with any data source, including email, webhooks, flat files (such as CSVs), FTP, spreadsheets, and any cloud-based tool. You can even use data within custom fields.

Need ServiceNow + Loopio connectors to sync rapid RFP generation with streamlined employee and customer processes? You can use our platform to rapidly stand up your own custom integrations, without relying on IT support. Connect your entire tech stack and flow data across all your tools and teams to take workplace productivity to new levels.

Close the gap between issue identification and RFP creation with powerful ServiceNow + Loopio automation. You can design multi-step, automated workflows that equip teams with streamlined RFP capabilities, accelerate strategic development, and deliver winning customer experiences.

Automation

Automate ServiceNow + Loopio with ease

Resolve IT issues faster, win more RFPs with faster response rates, and drive hyper-efficient collaboration across teams with powerful ServiceNow + Loopio automation. You can easily automate any process by connecting ServiceNow + Loopio with all of your go-to tools, including your CRM, ERP, HR information systems, analytics tools, data warehouse, internal chat tools, email, customer data platform, and project management tools.

Build your own unique, automated workflows to solve your specific pain points with the help of our library of pre-built connectors, data helpers, and custom logic operators. You can sync personalized customer workflows with robust RFP automation, embed security questionnaires within IT and support processes to accelerate issue resolution, and connect targeted sales engagement with winning sales proposals to win more deals and customers.

Any business user across sales, customer support, IT, HR, marketing, and business operations can use our platform. Now, you can build flexible ServiceNow + Loopio automation that boosts customer retention rates and out-competes the rest of your industry.

Use cases

Robust RFPs + customer support at scale

Our platform pairs ease-of-use with robust processing power that can seamlessly handle high-volume data jobs. We also built our platform on elastic serverless architecture, ensuring that any process you build will automatically scale as your data needs evolve.

Need to connect ServiceNow + Loopio with collaboration and internal chat tools to speed up your RFP processes and close deals faster? Need to connect ServiceNow + Loopio with sophisticated customer data analytics from your customer data platform and analytics tools to deliver hyper-personalized engagement? Need to connect ServiceNow with your web chat tool to accelerate issue resolution and respond faster to customer queries? You can automate and integrate without limits by connecting ServiceNow + Loopio with popular tools, including Jira, Salesforce, Microsoft Teams, Splunk, SolarWinds, Slack, Crunchbase, Glassdoor, Sharepoint, and Microsoft Azure.

We built our platform with data security as a top priority, which is why we’re SOC 2 Type 2-certified and compliant with data privacy regulations, including GDPR, CCPA, and HIPAA. Security experts trust us with even their most sensitive data.

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ServiceNow and Loopio Connector Details

ServiceNow

Learn more

UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Raw HTTP request (advanced)Create userDelete table recordDelete userCreate incidentCreate table recordGet incidentGet instance URLGet table record by IDGet user by IDGet user by usernameList business services

View documentation

Loopio

Learn more

UsesFinance and Accounting

CategoryContract Management

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Loopio connector available at the moment.

To get data in and out of Loopio, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems