
When this happens...
Automation Order Cancelled
Automation Order Created
Automation Order Sent
Contact Change of Address Notification
Contact Undeliverable as Addressed Notification
Gift Card Redeemed
QR Code Scanned

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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When this happensTriggers
A trigger is an event that starts a workflow.
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Feed back details of a change of address notification for one of your contacts back into an external system.
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Action is the task that follows automatically within your Cardly integrations.
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
Create a new contact in a given contact list.
Delete a contact from a list so they are no longer eligible for matching automation rules.
Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations.
Send a card using a template and selected artwork.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cardly and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in Cardly triggers actions in Loyverse (or vice versa).
Absolutely. You can customize how Cardly 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 Cardly 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 Cardly 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.
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn MoreLoyverse 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.
Learn More