Connect Zoho Books and Loyverse to Build Intelligent Automations

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Zoho Books

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.

New Sales Invoice

New Sales Invoice

Triggers when a new sales invoice is created.

New Updated Sales Invoice

New Updated Sales Invoice

Triggers when a sales invoice is updated.

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 Zoho Books integrations.

Create Invoice

Create Invoice

Creates a new invoice for a selected customer.

Create Customer

Create Customer

Creates a new customer.

Find Invoice

Find Invoice

Finds an existing Invoice.

Create Item

Create Item

Creates a new item.

Create Estimate

Create Estimate

Generates a new estimate for a customer or lead.

Get all Invoices

Get all Invoices

Get a list of all invoices.

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Frequently Asked Questions

How do I start an integration between Zoho Books and Loyverse?

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

Can we customize how data from Zoho Books is recorded in Loyverse?

Absolutely. You can customize how Zoho Books 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 Zoho Books and Loyverse?

The data sync between Zoho Books 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 Zoho Books 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 Zoho Books and Loyverse?

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

Zoho Books

About Zoho Books

Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.

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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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