Connect Capsule CRM and Loyverse to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Contact
New or Updated Opportunity
New or Updated Project
New or Updated Task
New or Updated Users
Choose an Action
Automatically do this!
Get Customers list
Create or Update Customer
Create or Update Category
Create or Update Discounts
Create or Update Supplier
Create or Update POS Device
Create or Update Tax
Upload Image
Get Single Tax
Get Single Supplier
Get Single Store
Get Single Item
Get Single Modifier
Get Single Employee
Get Single Discount
Get Single Customer
Get Single Category
Delete Category
Delete Customer
Delete Discount
Delete Tax
Get Single Variant
Delete Supplier
Get Single POS Device
Delete POS Device
Get Single Payment Type
Delete Modifier
Delete Item
Get merchant information
Get a list of Categories
Get a list of Discounts
Get a list of Employees
Get a list of Items Variants
Get a list of Items
Get a list of Modifiers
Get a list of Payment Types
Get a list of POS Devices
Get a list of Receipts
Get a list of Shifts
Get a list of Stores
Get a list of suppliers
Get List of Taxes
Get a list of webhooks
Create or Update Modifier
Get single Receipt
Get a Single Shift
Create Single Item
Update Inventory Levels
Create Sales Receipt
Create Refund Receipt
Get a list of nventory Items
Get Single Webhook
Create or Update Webhook
Delete Image
Create or Update Variant
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
Customer Updated
Triggers when new Customer is Updated.
Do thisActions
Action is the task that follows automatically within your Capsule CRM integrations.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
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Frequently Asked Questions
To start, connect both your Capsule CRM and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in Loyverse (or vice versa).
Absolutely. You can customize how Capsule 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.
The data sync between Capsule CRM and Loyverse typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Capsule 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.
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn MoreAbout 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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