Connect Close and Loyverse
Integrate Close with Loyverse to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Or Update Customer in Loyverse when New Call in Close
Create Or Update Category in Loyverse when New Call in Close
Create or Update Discount in Loyverse when New Call in Close
Create Or Update Supplier in Loyverse when New Call in Close
Create or Update POS Device in Loyverse when New Call in Close
Popular Close + Loyverse flows
Start from a real workflow other teams are already running.
Choose a trigger
Close
When this happens...
New Call
New Contact
New Email
New Lead
Lead Status Change Updated
New Task
New Note
New Opportunity
Lead Updated
Lead Deleted
Task Updated
Task Completed
Task Deleted
Contact Updated
Contact Deleted
Email Updated
Email Sent
Email Deleted
New Email Thread Created
Email Thread Updated
Email Thread Deleted
Call Updated
Call Deleted
Note Updated
Note Deleted
Lead Status Change Deleted
CSV Import Created
CSV Import Completed
CSV Import Reverted
CSV Import Updated
Export Lead Created
Export Lead Updated
Export Lead Completed
Export Opportunity Created
Export Opportunity Updated
Export Opportunity Completed
Bulk Edit Created
Bulk Edit Updated
Bulk Edit Completed
Bulk Email Created
Bulk Email Updated
Bulk Email Completed
Contact Custom Fields Created
Activity Custom Fields is Created
Custom Activity Type Created
Custom Activity Instance Created
Custom Object Instance Created
Custom Object Instance Updated
Lead Status Created
Lead Status Updated
Opportunity Status Created
Opportunity Status Updated
Membership Activated
Membership Deactivated
Group Created
Group Updated
Saved Search Updated
Phone Number Created
Phone Number Updated
Email Template Created
Email Template Updated
SMS Template Created
SMS Template Updated
Comment Created
Comment Updated
Opportunity Updated
Comment Thread Created
Lead Merged
Opportunity Deleted
To get activity report
Choose an action
Loyverse
Automatically do this!
Create Or Update Customer
Create Or Update Category
Create or Update Discount
Create Or Update Supplier
Create or Update POS Device
Create Or Update Taxes
Upload Item Image
List Items
List Customers
List Employees
Create Or Update Modifier
Create Sales Receipt
Create Refund Receipt
Create Or Update Variant
List of Receipts
Create Or Update Customer in Loyverse when New Call in Close
Use this flowCreate Or Update Category in Loyverse when New Call in Close
Use this flowCreate or Update Discount in Loyverse when New Call in Close
Use this flowCreate Or Update Supplier in Loyverse when New Call in Close
Use this flowCreate or Update POS Device in Loyverse when New Call in Close
Use this flowCreate Or Update Taxes in Loyverse when New Call in Close
Use this flowUpload Item Image to Loyverse when New Call in Close
Use this flowList Items from Loyverse when New Call in Close
Use this flowList Customers from Loyverse when New Call in Close
Use this flowList Employees from Loyverse when New Call in Close
Use this flowSupported Triggers & Actions
Everything you can automate between Close and Loyverse.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
New Task
Triggers when a new task is created or completed.
Do thisActions
Action is the task that follows automatically within your Close integrations.
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Create Bulk Email
create a bulk mail.
Delete Email
delete an Email on lead.
Update Call
Updates a New call.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Close and Loyverse accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Close and Loyverse as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Loyverse. No coding required.
Yes. You can set up a workflow where Close triggers actions in Loyverse, and a separate workflow where Loyverse triggers actions in Close. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Close and Loyverse. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Close and Loyverse integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
