IntegrationsProjectManagerLoyverse
ProjectManager + Loyverse

Connect ProjectManager and Loyverse to Build Intelligent Automations

Choose a Trigger

ProjectManager

When this happens...

Choose an Action

Loyverse

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggered when a new user is added to your account

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.

New Timesheet Entry

New Timesheet Entry

Triggered when a new timesheet entry is created

Customer Updated

Customer Updated

Triggers when new Customer is Updated.

Item Updated

Item Updated

Triggers When an Item is Updated.

Do thisActions

Action is the task that follows automatically within your ProjectManager integrations.

Create Project

Create Project

Creates a new project

Create Task

Create Task

Create a new Task within a specific project.

Create Timesheet Entry

Create Timesheet Entry

Create a timesheet entry by specifying the person, task, date, and hours. Only one entry per person/task/day is allowed. Use timesheet-update to modify an existing entry.

Update Project

Update Project

Update an existing project, empty fields will remain unchanged

Update Task

Update Task

Update an existing task, empty fields will remain unchanged

Update Timesheet Entry ID

Update Timesheet Entry ID

Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

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Frequently Asked Questions

How do I start an integration between ProjectManager and Loyverse?

To start, connect both your ProjectManager and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in Loyverse (or vice versa).

Can we customize how data from ProjectManager is recorded in Loyverse?

Absolutely. You can customize how ProjectManager data is recorded in Loyverse. This includes choosing which data fields go into which fields of Loyverse, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ProjectManager and Loyverse?

The data sync between ProjectManager and Loyverse typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ProjectManager to Loyverse?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ProjectManager and Loyverse?

Yes, you can set conditional logic to control the flow of data between ProjectManager and Loyverse. 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.

ProjectManager

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

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Loyverse

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.

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