Connect Way We Do and Loyverse
Integrate Way We Do with Loyverse to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when Customer Updated in Loyverse
Complete a Checklist Step in Way We Do when Customer Updated in Loyverse
Add a Checklist Comment to Way We Do when Customer Updated in Loyverse
Start Checklist Instance in Way We Do when Customer Updated in Loyverse
Find a Checklist by Title in Way-we-do when Customer Updated in Loyverse
Popular Way We Do + Loyverse flows
Start from a real workflow other teams are already running.
Choose a trigger
Way We Do
When this happens...
New Comment
Checklist Started
Checklist Step Completed
Procedure Accepted
Supervisor SignOff Invite
Checklist Finished
Choose an action
Loyverse
Automatically do this!
Create Or Update Customer
Create Or Update Category
Create or Update Discount
Create Or Update Supplier
Create or Update POS Device
Create Or Update Taxes
Upload Item Image
List Items
List Customers
List Employees
Create Or Update Modifier
Create Sales Receipt
Create Refund Receipt
Create Or Update Variant
List of Receipts
Add a New User to Way We Do when Customer Updated in Loyverse
Use this flowComplete a Checklist Step in Way We Do when Customer Updated in Loyverse
Use this flowAdd a Checklist Comment to Way We Do when Customer Updated in Loyverse
Use this flowStart Checklist Instance in Way We Do when Customer Updated in Loyverse
Use this flowFind a Checklist by Title in Way-we-do when Customer Updated in Loyverse
Use this flowFind a Checklist Instance by ID in Way We Do when Customer Updated in Loyverse
Use this flowFind a Checklist Instance by Title in Way We Do when Customer Updated in Loyverse
Use this flowFind a Checklist Step by ID in Way-we-do when Customer Updated in Loyverse
Use this flowFind a Procedure by Title in Way-we-do when Customer Updated in Loyverse
Use this flowFind a Procedure or Checklist by ID in Way We Do when Customer Updated in Loyverse
Use this flowSupported Triggers & Actions
Everything you can automate between Way We Do and Loyverse.
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Do thisActions
Action is the task that follows automatically within your Way We Do integrations.
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
Start Checklist Instance
Starts a checklist instance for a user.
Find a Checklist by Title
Search for a checklist by title.
Find a Checklist Instance by ID
Search for a checklist instance by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Way We Do and Loyverse accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Way We Do and Loyverse as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Loyverse. No coding required.
Yes. You can set up a workflow where Way We Do triggers actions in Loyverse, and a separate workflow where Loyverse triggers actions in Way We Do. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Way We Do and Loyverse. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Way We Do and Loyverse integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
