Connect Togile and Loyverse to Build Intelligent Automations

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Togile

When this happens...

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Loyverse

Automatically do this!

Ready to use Togile and Loyverse automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

Customer Updated

Customer Updated

Runs when a customer is updated in Loyverse.

Item Updated

Item Updated

Runs when an item is updated in your Loyverse account.

Inventory Level Updated

Inventory Level Updated

Runs when an inventory level is updated.

Do thisActions

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

Create lead

Create lead

Create a new lead from contact details with optional email, phone, source, and custom fields.

Create Company

Create Company

Creates a new company in Togile CRM.

Create Contact

Create Contact

Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.

Update Lead

Update Lead

Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.

Get Products and Services By Name

Get Products and Services By Name

Finds products and services that match the provided name.

Create User

Create User

Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

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Frequently Asked Questions

How do I start an integration between Togile and Loyverse?

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

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

Absolutely. You can customize how Togile 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 Togile and Loyverse?

The data sync between Togile 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 Togile 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 Togile and Loyverse?

Yes, you can set conditional logic to control the flow of data between Togile 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.

Togile

About Togile

Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.

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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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