Loomfield Help Center
Learn the workspace, solve a snag, and connect with our team.
Getting started
Understand the fundamentals and build your first dependable workspace.
Begin here →Troubleshooting
Follow clear checks when a view, automation, or connection gets stuck.
Find a fix →Plans & invoices
Manage subscriptions, invoices, limits, and account ownership.
Read answers →Browse by category
Account
Profile, activity, login details, workspace access, and more.
Developer API
Create, read, update, and connect records programmatically.
Workflow rules
Send notices, automate busywork, and coordinate handoffs.
Collections
Organize data, import work, and shape a reliable source of truth.
Billing
Review subscriptions, seats, invoices, and billing contacts.
Collaboration
Share projects, assign permissions, and work with teammates.
Organization support
Scale governance and controls across complex organizations.
Fields & values
Choose the right data type for every piece of information.
Formulas
Build calculations and surface useful signals from your records.
Connected apps
Move information between Loomfield and your everyday tools.
Interface builder
Give each team a focused view with the context they need.
Scripting tools
Extend workflows with scripts, extensions, and custom logic.
Data sync
Keep teams aligned around accurate records from multiple sources.
Popular articles
Designing a dependable project viewReceiving workflow alerts in team chatBuilding and sharing resourcesAdding files to a recordUnderstanding invoices and receiptsMove routine work forward
Workflow rules carry projects along without constant reminders. Trigger updates, route approvals, and keep important context close to the work.
Learn about workflow rules →Give each team a better view
Build clear interfaces around the decisions each teammate needs to make. Relevant records stay close, and the underlying data stays consistent.
Explore interface builder →