Connect Loyverse and upilot 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
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- Request a new Action for upilot
Enable Integrations or automations with these events of Loyverse and upilot
Enable Integrations or automations with these events of Loyverse and upilot
Triggers
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.
Actions
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 upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Loyverse triggers actions in upilot (or vice versa).
Absolutely. You can customize how Loyverse data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.
The data sync between Loyverse and upilot 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 upilot. 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 upilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
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