Full list

Supported Triggers & Actions

Everything you can automate between Crystal Ball and Loyverse.

When this happensTriggers

A trigger is an event that starts a workflow.

Customer Updated

Customer Updated

Runs when a customer is updated in Loyverse.

Item Updated

Item Updated

Runs when an item is updated in your Loyverse account.

Inventory Level Updated

Inventory Level Updated

Runs when an inventory level is updated.

Receipt Created Or Updated

Receipt Created Or Updated

Runs when a receipt is created or updated.

Shifts Create

Shifts Create

Triggers when new Shift is Created.

New Item Created

New Item Created

Runs when new items are created since the last scheduled check.

Do thisActions

Action is the task that follows automatically within your Crystal Ball integrations.

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Create Or Update Customer

Create Or Update Customer

Creates a new customer or updates an existing customer's details in your Loyverse account.

Create Or Update Category

Create Or Update Category

Creates a new category or updates an existing one in your Loyverse account.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Crystal Ball
Crystal Ball + Loyverse
Crystal Ball logo

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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Integrations Loyverse
Loyverse + Crystal Ball
Loyverse logo

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.

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Frequently Asked Questions

How do I connect Crystal Ball and Loyverse?

Sign up for a free viaSocket account, then authorize both your Crystal Ball 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Crystal Ball and Loyverse as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Crystal Ball to Loyverse?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Crystal Ball triggers actions in Loyverse, and a separate workflow where Loyverse triggers actions in Crystal Ball. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Crystal Ball and Loyverse. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Crystal Ball 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.