Connect CRM.io and Loyverse to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
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
Ready to use CRM.io and Loyverse automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Updated
Triggers when new Customer is Updated.
Item Updated
Triggers When an Item is Updated.
Inventory Update
Triggers when new Inventory is Updated.
Receipt Created/Update
Triggers when a receipt gets created or updated.
Shifts Create
Triggers when new Shift is 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 CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Loyverse (or vice versa).
Absolutely. You can customize how CRM.io 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 CRM.io 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 CRM.io 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 CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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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