Connect Loyverse and OnePage CRM 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 Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Ready to use Loyverse and OnePage CRM automations
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 OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Loyverse triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Loyverse data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Loyverse and OnePage CRM 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 OnePage CRM. 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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