Connect Concord CLM and Loyverse
Integrate Concord CLM with Loyverse to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Executed Document in Concord CLM when New Receipt Created in Loyverse
List Organizations in Concord CLM when New Item Created in Loyverse
Create Executed Document in Concord CLM when New Item Created in Loyverse
List Organization Folders in Concord CLM when New Item Created in Loyverse
List Organization Folders in Concord CLM when New Receipt Created in Loyverse
Popular Concord CLM + Loyverse flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
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 Executed Document in Concord CLM when New Receipt Created in Loyverse
Use this flowList Organizations in Concord CLM when New Item Created in Loyverse
Use this flowCreate Executed Document in Concord CLM when New Item Created in Loyverse
Use this flowList Organization Folders in Concord CLM when New Item Created in Loyverse
Use this flowList Organization Folders in Concord CLM when New Receipt Created in Loyverse
Use this flowCreate Organization in Concord CLM when New Item Created in Loyverse
Use this flowFind Agreements in Concord CLM when New Receipt Created in Loyverse
Use this flowList Organizations in Concord CLM when New Receipt Created in Loyverse
Use this flowCreate Executed Document in Concord CLM when Receipt Created Or Updated in Loyverse
Use this flowList Organizations in Concord CLM when Customer Updated in Loyverse
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Loyverse.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
Customer Updated
Runs when a customer is updated in Loyverse.
Item Updated
Runs when an item is updated in your Loyverse account.
Inventory Level Updated
Runs when an inventory level is updated.
Receipt Created Or Updated
Runs when a receipt is created or updated.
Shifts Create
Triggers when new Shift is Created.
Do thisActions
Action is the task that follows automatically within your Concord CLM integrations.
Create Organization
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create Executed Document
Create an executed (signed and finalized) document by template or without template in the organization.
List Organizations
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
Create Or Update Customer
Creates a new customer or updates an existing customer's details in your Loyverse account.
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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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 Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
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 Concord CLM 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 Concord CLM 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 Concord CLM triggers actions in Loyverse, and a separate workflow where Loyverse triggers actions in Concord CLM . 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 Concord CLM and Loyverse. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM 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.
