Connect Xodo Sign and Loyverse to Build Intelligent Automations

Choose a Trigger

Xodo Sign

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.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Customer Updated

Customer Updated

Triggers when new Customer is Updated.

Item Updated

Item Updated

Triggers When an Item is Updated.

Inventory Update

Inventory Update

Triggers when new Inventory is Updated.

Receipt Created/Update

Receipt Created/Update

Triggers when a receipt gets created or updated.

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Get Customers list

Get Customers list

Get list of all existing customers

Create or Update  Customer

Create or Update Customer

Creates or Update an Existing Customer.

Create or Update Category

Create or Update Category

Creates or Updates an Existing Category.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Loyverse?

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

Can we customize how data from Xodo Sign is recorded in Loyverse?

Absolutely. You can customize how Xodo Sign 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 Xodo Sign and Loyverse?

The data sync between Xodo Sign 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 Xodo Sign 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 Xodo Sign and Loyverse?

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

Xodo Sign

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.

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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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