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Loyverse Zapier integrationAutomate Loyverse with Zapier.
Loyverse Zapier integration: 5 triggers, 20 actions, 30 searches. Instant triggers on receipts, stock, items, customers and shifts, plus actions and lookups across the whole back office. What each one does, what it costs, and where it breaks.
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What the Loyverse Zapier integration actually does
Loyverse is a free point of sale and stock management tool that runs on a phone or a tablet, with a back office for sales, inventory and staff. On Zapier it is one of the broader apps: it tells Zapier when receipts, stock, items, customers or shifts change, and lets a Zap create, update, delete or look up most of what the back office holds.
A sales log that keeps itself. Receipts Update fires as each receipt is created or changed, and a Zap writes it to the spreadsheet where you follow sales. Nobody exports a report at closing.
A stock alert before the shelf is empty. Inventory Update fires when a stock level moves. Put a filter behind it and your team chat only hears about the levels that matter to you. The restock itself can come back through Update Inventory Levels for Items once the delivery is in.
A catalog that follows your other tools. Create or Update Single Item, Create or Update Category and Create or Update Tax let another system push its changes into Loyverse, so the till sells what the rest of the business has decided.
Now the limits. There is no trigger for a deleted item, a new discount or a new employee: only the five events listed below start a Zap. Refunds through Create Refund Receipt only work on receipts paid with a single payment, and not on receipts paid by a payment provider integrated in the Loyverse POS app. Searches return what exists; none of them creates anything when nothing is found. If you also look at Make for this app, see our Loyverse Make integration page.
Zapier vocabulary in one minute
Eight words come back across this page. Here they are once, in plain English.
- Zap
- The automation you build on Zapier: one starting event, then one or more steps that run every time that event happens.
- Trigger
- The event in an app that starts the Zap. Loyverse has five, from a receipt to a new shift synced to the Back Office.
- Action
- What the Zap does once it has started: the step that writes, sends, changes or deletes something for you.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan's allowance is counted in those.
- Instant vs polling
- An instant trigger is reported by the app the moment the event happens. A polling trigger is checked by Zapier on a timer.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something that already exists in an app, so later steps can use what it found.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, on a paid plan.
What a Loyverse Zap really costs
Loyverse is not a premium app on Zapier, so it works from the free plan. The trigger never costs a task.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, two-step Zaps
- Triggers5, all instant
- Searches30, each one makes the Zap multi-step
Each action that succeeds is one task; one that fails is not counted. The free plan gives 100 tasks a month and two-step Zaps: one trigger, one action. That fits a receipt-to-spreadsheet Zap. With 30 searches on offer, the temptation is to add a lookup, and a search, a filter or a second action makes the Zap multi-step, which needs a paid plan. The grid below is how often Zapier checks polling triggers; it does not apply to Loyverse, whose five triggers are all instant.
Connect your Loyverse account to Zapier
- 01
Open Apps in Zapier
In your Zapier account, open the Apps page and click + Add connection. A connection is your Loyverse account linked once, then reused by every Loyverse step in every Zap.
- 02
Find Loyverse and add it
Type Loyverse in the dialog, select it and click Add connection. You need a Loyverse account with access to the stores, items and customers the Zap should read or change.
- 03
Sign in and grant access
Sign in to Loyverse in the tab that opens and let Zapier use the account. If the back office belongs to someone else, check that your login reaches every store the Zap must touch.
Your first Zap: a stock alert in your team chat
GoalWhen a stock level changes in Loyverse and meets the rule you choose, post a message to your team chat so someone reorders in time.
- 01
Pick the trigger
In a new Zap, choose Loyverse as the app and Inventory Update as the event, then your Loyverse connection. This is the build step on the starting side.
- 02
Test on a real stock change
Change a stock level in Loyverse, then test the trigger. Zapier brings back the three most recent items, so you map fields from a real update.
- 03
Add the filter
Add a Filter from the plus icon and fill its three boxes: the field to look at, the rule, the value to compare with. Pick a number rule for a number field, or it never passes.
- 04
Add the message
Add your team chat as the action and build the message from the stock fields of the test. The filter makes this a multi-step Zap, so it needs a paid plan.
- 05
Test and publish
Test each step and read what came back, then publish the Zap to switch it on. Stock changes made before that moment are not sent. For a guided walk through Zaps like this one, see our Zapier training.
The 5 Loyverse triggers on Zapier
5 events start a Zap when something happens in Loyverse, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.
Customer Update
Instant triggerIn Zapier“Triggers when a customer is updated.”
Starts the Zap when a customer record changes in Loyverse, so your other tools hear about a new phone number or a corrected name without anyone retyping it.
Inventory Update
Instant triggerIn Zapier“Triggers when a stock updates.”
Fires each time a stock level updates in Loyverse, whatever caused the change. It is the event to build on when stock levels are what you need to watch.
Items Update
Instant triggerIn Zapier“Triggers when an item is updated.”
Reacts when an item is updated in the Loyverse catalog, so your other systems learn about the change straight from the source instead of a copy someone forgot to refresh.
Receipts Update
Instant triggerIn Zapier“Triggers when a receipt gets created or updated.”
Hands each receipt to your Zap, both when it is created and when it is changed later. It is the closest thing to a live feed of what happens at the till.
Shifts Create
Instant triggerIn Zapier“Triggers when a shift is created and synced to the Back Office.”
Fires when a shift is created and synced to the Loyverse Back Office, giving your Zap the shift that has just landed there.
The 20 Loyverse actions on Zapier
Loyverse gives you 20 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
- Create or Update Single Item
- Create or Update Receipts
- Create Refund Receipt
- Create or Update Category
- Create or Update Single Customer
- Create or Update Discount
- Create or Update Modifier
- Create or Update POS Device
- Create or Update Supplier
- Create or Update Tax
- Delete Single Discount
- Delete Single Modifier
- Delete Single POS Device
- Delete Single Category
- Delete Single Customer
- Delete Singe Item
- Delete Single Supplier
- Delete Single Tax
- Delete Single Variant
- Update Inventory Levels for Items
Create or Update Single Item
ActionIn Zapier“Create or update a single item”
Adds a product to the Loyverse catalog, or updates one that already exists, from data another tool provides.
Create or Update Receipts
ActionIn Zapier“Creates a receipt”
Writes a receipt into Loyverse from a sale that happened somewhere else, so your sales figures sit in one place.
Create Refund Receipt
ActionIn Zapier“Creates a refund receipt. When using the refund API you should take into account these notes: - At the moment refund API allows creating a refund only for sales receipts which are paid by a single payment. For any attempt to make a refund for a sales receipt that has more than one payment Loyverse API will respond with an error. - Refund API doesn't support a refund of receipts paid by integrated payments using Loyverse POS app (e.g. iZettle, Sumup, etc.). For this purpose please use Loyverse POS app. - If a refund is created successfully, it will cause a restock of items specified in a refund receipt.”
Creates a refund against an existing sales receipt and, when it succeeds, puts the refunded items back into stock.
Create or Update Category
ActionIn Zapier“Creates or Updates a single category.”
Creates a category for your items, or renames and updates an existing one, so the catalog stays organized from outside.
Create or Update Single Customer
ActionIn Zapier“Creates or Updates a Single Customer.”
Puts a customer into Loyverse, or refreshes an existing record, so the till recognizes them at checkout.
Create or Update Discount
ActionIn Zapier“Creates or Updates a single discount.”
Creates a discount the cashier can apply, or edits one already in the back office.
Create or Update Modifier
ActionIn Zapier“Creates or Updates a modifier.”
Builds or edits a modifier, the options a customer can add to an item, with their prices and order.
Create or Update POS Device
ActionIn Zapier“Creates or Updates a single POS device.”
Registers a point of sale device under a store, or updates one that is already registered.
Create or Update Supplier
ActionIn Zapier“Creates or Updates a single supplier.”
Adds a supplier to the back office or updates the one you already have.
Create or Update Tax
ActionIn Zapier“Creates or Updates a tax.”
Sets up a tax in Loyverse, or changes an existing one, with its name and its rate.
Delete Single Discount
ActionIn Zapier“Deletes a single discount.”
Takes a discount out of the back office so cashiers can no longer apply it.
Delete Single Modifier
ActionIn Zapier“Deletes a single Modifier.”
Deletes a modifier and the options it carried from the catalog.
Delete Single POS Device
ActionIn Zapier“Deletes a single POS Device.”
Removes a point of sale device from the back office.
Delete Single Category
ActionIn Zapier“Deletes a single category.”
Removes a category from the catalog by its ID.
Delete Single Customer
ActionIn Zapier“Deletes a single customer.”
Removes one customer record from Loyverse, identified by its ID.
Delete Singe Item
ActionIn Zapier“Deletes a single item.”
Removes one item from the Loyverse catalog, picked by its ID. The name is spelled this way in the editor.
Delete Single Supplier
ActionIn Zapier“Deletes a single supplier.”
Deletes a supplier you no longer buy from out of the back office.
Delete Single Tax
ActionIn Zapier“Deletes a single tax.”
Removes a tax from Loyverse by its ID.
Delete Single Variant
ActionIn Zapier“Deletes a single variant.”
Deletes one variant of an item, such as a size or a color you no longer sell, and leaves the item itself in place.
Update Inventory Levels for Items
ActionIn Zapier“Batch updates Inventory Levels for Item Variants.”
Sets new stock levels for item variants in a store, in one batch, by giving the stock figure after the change.
The 30 Loyverse searches on Zapier
30 search steps look for data that already exists in Loyverse, so a later step can use it.
A search step looks up something that already exists in Loyverse and hands it to the steps after it. In the editor, the searches sit at the bottom of the Action event list, under SEARCH. Loyverse offers no find-or-create variant: no search here creates a missing record.
Get List of POS Devices
SearchIn Zapier“The list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first”
Returns the point of sale devices registered in your account, sorted so the most recent ones come first.
Get Single POS Device
SearchIn Zapier“Get a single pos device.”
Fetches the full record of one point of sale device, starting from its ID.
Get List of Categories
SearchIn Zapier“Get list of all categories.”
Lists every category your catalog contains, so a Zap can see how products are grouped before it touches them.
Get List of Discounts
SearchIn Zapier“Get list of discounts”
Pulls the discounts currently set up in the back office into the Zap, ready for the steps that follow.
Get List of Employees
SearchIn Zapier“Gets a list of employees.”
Gives the Zap the people registered as employees in your Loyverse account.
Get List of Inventory Levels for Items
SearchIn Zapier“Gets a list of Inventory Levels of Item Variants.”
Reads the current stock levels of your item variants, as Loyverse holds them right now.
Get List of Modifiers
SearchIn Zapier“Gets list of modifiers.”
Collects the modifiers of your catalog, each with the options a customer can add to an item.
Get List of Customers
SearchIn Zapier“Get list of Customers”
Hands the Zap the customers stored in Loyverse, so later steps can work with records that already exist.
Get List of Items
SearchIn Zapier“Get list of items”
Fetches the products in your catalog in one go, so a Zap can work from the real list instead of a copy.
Get List of Payment Types
SearchIn Zapier“Get list of Payment Types”
Returns the payment types configured in your back office, the ones a cashier picks when a customer pays.
Get List of Receipts
SearchIn Zapier“Get list of receipts”
Lists receipts from your Loyverse account, for a Zap that needs sales data without waiting for a new one.
Get List of Shifts
SearchIn Zapier“Get list of shifts”
Pulls the shifts recorded in the back office into the Zap, so a later step can report on them.
Get List of Stores
SearchIn Zapier“Get list of stores”
Lists the stores attached to your Loyverse account, with the IDs that several actions ask for.
Get List of Taxes
SearchIn Zapier“Get list of taxes”
Returns the taxes defined in Loyverse, so a Zap knows which rates the till currently applies.
Get List of Suppliers
SearchIn Zapier“Gets a list of suppliers.”
Gathers the suppliers recorded in the back office, so the Zap can match a name to an existing record.
Get List of Variants
SearchIn Zapier“Get lists of item variants.”
Returns the variants of your items, such as a size or a color, each with its own ID.
Get Merchant Information
SearchIn Zapier“Get merchant information.”
Reads the details of the merchant account behind your connection, the business itself rather than one store.
Get Single Category
SearchIn Zapier“Get Single Category.”
Fetches one category from its ID and returns its details, including the readable name.
Get Single Customer
SearchIn Zapier“Get Single Customer”
Looks up one customer from their ID and returns the complete record held in Loyverse.
Get Single Discount
SearchIn Zapier“Gets a single discount.”
Pulls one discount from the back office with its current settings.
Get Single Employee
SearchIn Zapier“Gets a single employee.”
Fetches one employee record, starting from its ID.
Get Single Item
SearchIn Zapier“Get single item”
Returns one product of the catalog with its details, from its ID.
Get Single Modifier
SearchIn Zapier“Gets a single modifier.”
Reads one modifier and the options it offers, with their prices.
Get Single Payment Type
SearchIn Zapier“Gets a single payment type.”
Translates one payment type ID into its readable name.
Get Single Receipt
SearchIn Zapier“Get a single Receipt.”
Fetches one receipt from its number, so the rest of the Zap works on the sale itself.
Get Single Shift
SearchIn Zapier“Gets a single shift.”
Reads one shift from the back office and returns its details.
Get Single Store
SearchIn Zapier“Get Single Store”
Retrieves the details of one store, from the Store ID.
Get Single Supplier
SearchIn Zapier“Gets a single supplier.”
Fetches one supplier record with the details kept in the back office.
Get Single Tax
SearchIn Zapier“Gets a single tax.”
Reads one tax from Loyverse together with its rate.
Get Single Variant
SearchIn Zapier“Gets single item variant.”
Pulls one item variant from its ID, such as the exact size or color behind a stock figure.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and skips the steps that depended on it. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create elsewhere on Zapier. Loyverse exposes no such variant, so here a search only ever looks.
- If multiple search results are found?Three ways out when several records match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When a Loyverse Zap breaks
Zapier lists no help article and no rate limit specific to Loyverse. What goes wrong comes from the refund rules, the required IDs, and how every Zap behaves.
These six cases are the ones to rule out first. If yours is not here, our Zapier troubleshooting page is the next stop.
A refund that is refused
Create Refund Receipt only handles receipts paid with a single payment. A sale split across two payments, or paid through an integrated provider in the POS app, is rejected.A Zap that feeds itself
Customer Update plus Create or Update Single Customer, or Items Update plus Create or Update Single Item, can set each other off again and again and burn tasks fast.The same receipt twice
Receipts Update fires on creation and on every update. A spreadsheet row per run can therefore end up with one receipt on two lines.An action missing its ID
Every delete and many updates require an ID. If no earlier step or search supplies it, the action fails.Past receipts never arrive
A Zap only reacts to events after you publish it. Earlier receipts and stock moves stay out, and moving that history is a separate job.A bulk change held back
After a large import into the catalog or the stock, a sudden huge batch of events can be held back by Zapier's flood protection instead of running each one.
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