Connect webCRM and Loyverse to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an Action
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
Ready to use webCRM and Loyverse automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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Frequently Asked Questions
To start, connect both your webCRM and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in Loyverse (or vice versa).
Absolutely. You can customize how webCRM 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.
The data sync between webCRM and Loyverse 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 webCRM 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.
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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