Connect Loyverse and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Updated
Item Updated
Inventory Update
Receipt Update
Shifts Create
New Item Created
Receipts Created
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Loyverse and MyDocSafe 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 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 Loyverse integrations.
Get Customers list
Get list of all existing customers
Create or Update Customer
Creates or Update an Existing Customer.
Create or Update Category
Creates or Updates an Existing Category.
Create or Update Discounts
Create or Update an Existing discounts.
Create or Update Supplier
Create or Update and Existing Single Supplier .
Create or Update POS Device
Create or Updates an Existing POS Device.
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Frequently Asked Questions
To start, connect both your Loyverse and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Loyverse triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Loyverse data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Loyverse and MyDocSafe 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 MyDocSafe. 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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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