IntegrationsApptivo CRMLoyverse
Apptivo CRM + Loyverse

Connect Apptivo CRM and Loyverse to Build Intelligent Automations

Choose a Trigger

Apptivo CRM

When this happens...

Choose an Action

Loyverse

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Customer Updated

Customer Updated

Triggers when new Customer is Updated.

Item Updated

Item Updated

Triggers When an Item is Updated.

Inventory Update

Inventory Update

Triggers when new Inventory is Updated.

Receipt Update

Receipt Update

Triggers when a receipt gets created or updated.

Shifts Create

Shifts Create

Triggers when new Shift is Created.

New Item Created

New Item Created

This trigger runs on a schedule and checks for new items created in schedule time.

Do thisActions

Action is the task that follows automatically within your Apptivo CRM integrations.

List Opportunities

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

List Cases

List Cases

Fetches configuration data for cases from the Apptivo API

List Leads

List Leads

Fetches configuration data for leads from the Apptivo API

List Customers

List Customers

Fetches configuration data for customers from the Apptivo API

List Contacts

List Contacts

Return all the contacts configuration data with JSON format

Search Leads by Email ID

Search Leads by Email ID

This method used to get the number of leads in Apptivo based on the email address.

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Frequently Asked Questions

How do I start an integration between Apptivo CRM and Loyverse?

To start, connect both your Apptivo CRM and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Loyverse (or vice versa).

Can we customize how data from Apptivo CRM is recorded in Loyverse?

Absolutely. You can customize how Apptivo CRM data is recorded in Loyverse. This includes choosing which data fields go into which fields of Loyverse, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Apptivo CRM and Loyverse?

The data sync between Apptivo CRM and Loyverse typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Apptivo CRM to Loyverse?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Apptivo CRM and Loyverse?

Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Loyverse. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Apptivo CRM

About Apptivo CRM

Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.

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Loyverse

About Loyverse

Loyverse is a cloud-based POS suite that turns smartphones and tablets into full point-of-sale systems, combining sales, inventory, and employee management with built-in loyalty features for retail and hospitality. It supports multi-store operations, offline sales, barcode scanning, and integrations, enabling real-time analytics and customer engagement from one account.

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