Connect Loyverse and Swell Investing 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!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Loyverse and Swell Investing
Enable Integrations or automations with these events of Loyverse and Swell Investing
Triggers
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.
Actions
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 Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Loyverse triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Loyverse data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.
The data sync between Loyverse and Swell Investing 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 Swell Investing. 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 Swell Investing
Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.
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