Connect DocsBot and Loyverse to Build Intelligent Automations

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DocsBot

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Loyverse

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Customer Updated

Customer Updated

Triggers when new Customer is Updated.

Item Updated

Item Updated

Triggers When an Item is Updated.

Inventory Update

Inventory Update

Triggers when new Inventory is Updated.

Receipt Created/Update

Receipt Created/Update

Triggers when a receipt gets created or updated.

Shifts Create

Shifts Create

Triggers when new Shift is Created.

New Item 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 DocsBot integrations.

Ask Question

Ask Question

Ask a new question to your DocsBot and get an answer.

Create Web Source

Create Web Source

Creates a new source to train a bot.

Get Customers list

Get Customers list

Get list of all existing customers

Create or Update  Customer

Create or Update Customer

Creates or Update an Existing Customer.

Create or Update Category

Create or Update Category

Creates or Updates an Existing Category.

Create or Update Discounts

Create or Update Discounts

Create or Update an Existing discounts.

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Frequently Asked Questions

How do I start an integration between DocsBot and Loyverse?

To start, connect both your DocsBot and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Loyverse (or vice versa).

Can we customize how data from DocsBot is recorded in Loyverse?

Absolutely. You can customize how DocsBot 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.

How often does the data sync between DocsBot and Loyverse?

The data sync between DocsBot and Loyverse typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from DocsBot to Loyverse?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DocsBot and Loyverse?

Yes, you can set conditional logic to control the flow of data between DocsBot 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.

DocsBot

About DocsBot

DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.

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Loyverse

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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