Connect Loyverse and Freshsales Suite to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Create Or Update Contact
Ready to use Loyverse and Freshsales Suite automations
Actions and Triggers
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.
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Frequently Asked Questions
To start, connect both your Loyverse and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Loyverse triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Loyverse data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Loyverse and Freshsales Suite 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 Loyverse and Freshsales Suite. 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 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 MoreAbout Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn More
