Connect Loyverse and Clicksign
Integrate Loyverse with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Clicksign when Customer Updated in Loyverse
Duplicate Document in Clicksign when Customer Updated in Loyverse
List Templates from Clicksign when Customer Updated in Loyverse
Delete Document in Clicksign when Customer Updated in Loyverse
Delete Signatory from Clicksign when Customer Updated in Loyverse
Popular Loyverse + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
Loyverse
When this happens...
Customer Updated
Item Updated
Inventory Level Updated
Receipt Created Or Updated
Shifts Create
New Item Created
New Receipt Created
Choose an action
Clicksign
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Create Document in Clicksign when Customer Updated in Loyverse
Use this flowDuplicate Document in Clicksign when Customer Updated in Loyverse
Use this flowList Templates from Clicksign when Customer Updated in Loyverse
Use this flowDelete Document in Clicksign when Customer Updated in Loyverse
Use this flowDelete Signatory from Clicksign when Customer Updated in Loyverse
Use this flowList Documents from Clicksign when Customer Updated in Loyverse
Use this flowNotifications Email via Clicksign when Customer Updated in Loyverse
Use this flowView Document in Clicksign when Customer Updated in Loyverse
Use this flowView Signer in Clicksign when Customer Updated in Loyverse
Use this flowList envelopes in Clicksign when Customer Updated in Loyverse
Use this flowSupported Triggers & Actions
Everything you can automate between Loyverse and Clicksign.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
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 Loyverse integrations.
Create Or Update Customer
Creates a new customer or updates an existing customer's details in your Loyverse account.
Create Or Update Category
Creates a new category or updates an existing one in your Loyverse account.
Create or Update Discount
Creates a new discount or updates an existing discount in Loyverse.
Create Or Update Supplier
Creates a new supplier or updates an existing supplier in your Loyverse account.
Create or Update POS Device
Creates or updates a POS device in your Loyverse account.
Create Or Update Taxes
Creates or updates a tax 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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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
About Clicksign
Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Loyverse and Clicksign 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 Loyverse and Clicksign 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 Clicksign. No coding required.
Yes. You can set up a workflow where Loyverse triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Loyverse. 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 Loyverse and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Loyverse and Clicksign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
