Connect Xodo Sign and Loyverse
Integrate Xodo Sign with Loyverse to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Or Update Customer in Loyverse when Document Is Sent via Xodo Sign
Create Or Update Category in Loyverse when Document Is Sent via Xodo Sign
Create or Update Discount in Loyverse when Document Is Sent via Xodo Sign
Create Or Update Supplier in Loyverse when Document Is Sent via Xodo Sign
Create or Update POS Device in Loyverse when Document Is Sent via Xodo Sign
Popular Xodo Sign + Loyverse flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
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
Create Or Update Customer in Loyverse when Document Is Sent via Xodo Sign
Use this flowCreate Or Update Category in Loyverse when Document Is Sent via Xodo Sign
Use this flowCreate or Update Discount in Loyverse when Document Is Sent via Xodo Sign
Use this flowCreate Or Update Supplier in Loyverse when Document Is Sent via Xodo Sign
Use this flowCreate or Update POS Device in Loyverse when Document Is Sent via Xodo Sign
Use this flowCreate Or Update Taxes in Loyverse when Document Is Sent via Xodo Sign
Use this flowUpload Item Image to Loyverse when Document Is Sent via Xodo Sign
Use this flowList Items from Loyverse when Document Is Sent via Xodo Sign
Use this flowList Customers from Loyverse when Document Is Sent via Xodo Sign
Use this flowList Employees from Loyverse when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Loyverse.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
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.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
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 Xodo Sign 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 Xodo Sign 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 Xodo Sign triggers actions in Loyverse, and a separate workflow where Loyverse triggers actions in Xodo Sign. 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 Xodo Sign and Loyverse. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign 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.
