Introduction

Loopfour Studio is a visual workflow builder for deterministic, auditable B2B billing automation, and Loopfour can build and maintain workflows for you. It connects your CRM, accounting, payment, and communication systems through an intuitive drag-and-drop canvas -- eliminating manual billing processes and keeping sales and finance teams aligned.

What You Can Build

Invoice Automation Automatically generate invoices when deals close in Salesforce or HubSpot. Sync them to QuickBooks, Xero, or NetSuite. Send payment reminders via Slack or email. Handle partial payments, credits, and refunds without manual intervention.

Payment Reconciliation Match incoming Stripe payments to outstanding invoices. Flag discrepancies. Update accounting records. Notify finance teams of failed payments and trigger retry workflows.

Contract-to-Cash Workflows Process signed contracts from DocuSign or PandaDoc. Extract billing terms using AI. Create customer records, set up recurring invoices, and configure payment schedules -- all triggered by a single contract event.

Cross-System Data Sync Keep customer data consistent across Salesforce, HubSpot, Stripe, and your accounting platform. Detect drift, resolve conflicts, and maintain a single source of truth for billing data.

Approval Workflows Route high-value invoices, discount requests, or credit memos through multi-level approval chains. Notify approvers via Slack, pause execution until approved, then continue processing automatically.

How It Works

Visual Canvas Design workflows by dragging blocks onto a canvas and connecting them with edges. Each block performs a specific task -- calling an API, transforming data, making a decision, or waiting for an event. The visual layout makes complex automation logic easy to understand and maintain.

29 Block Types Build with specialized components: integration blocks (Stripe, Salesforce, QuickBooks), AI blocks (agent, code execution), control flow blocks (conditions, loops, parallel), and utility blocks (wait, transform, approval). Each block handles a specific task in your workflow.

Multiple Trigger Types Launch workflows through webhooks from external systems, scheduled cron jobs, platform events from Salesforce or HubSpot, Slack commands, or manual API calls.

AI Copilot Describe what you want in natural language and let the AI Copilot build or modify your workflow. The copilot understands your canvas context and can add blocks, configure connections, and wire data references.

Integrations

Loopfour provides native integrations across the billing stack:

• Payments: Stripe (invoices, payments, subscriptions, customers)
• CRM: Salesforce, HubSpot, Attio (contacts, deals, records, events)
• Accounting: QuickBooks, Xero, NetSuite, Sage Intacct, Rillet
• Communication: Slack, Gmail, Outlook, generic email (SMTP/Resend)
• Documents: DocuSign, PandaDoc, Dropbox Sign (e-signatures, contracts)
• Browser Automation: Stagehand (navigate portals, download reports, fill forms)

All integrations use OAuth or API key connections managed through Nango, with credentials encrypted at rest using AES-256-GCM.

Architecture

Visual Canvas (React Flow)
    |
    v
DAG Compiler (canvas -> execution steps)
    |
    v
Trigger.dev Execution Engine
    |
    +--> Integration APIs (Stripe, Salesforce, etc.)
    +--> AI Models (Claude Opus 5 and GPT-5.6 Sol for agents)
    +--> Browser Sessions (Stagehand + Browserbase)
    +--> Notification Channels (Slack, Email)

Workflows are defined visually on a canvas, compiled into a directed acyclic graph (DAG) of steps, and executed by Trigger.dev with full retry logic, error handling, and execution logging.

Next Steps