Integrate Insightly with Loyverse

Send information between Insightly and Loyverse automatically, without writing any code, using Zoho Flow.

Build your own integrations between Insightly and Loyverse

Connect Insightly and Loyverse with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Loyverse using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

Receipt updated

Triggers when an existing receipt detail is updated

Receipt created

Triggers when a new receipt is created

Customer added

Triggers when a new customer is added

Item added

Triggers when a new item is added

Shift entry added

Triggers when a new shift entry is added

Inventory count updated

Triggers when the details of an existing inventory level are updated

Item updated

Triggers when an existing item is updated

Customer updated

Triggers when an existing customer detail is updated

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create or update variant

Creates a new variant. Updates the details of the variant if the record already exists.

Create or update supplier

Creates a new supplier. Updates the details of the supplier if the record already exists.

Create or update customer

Creates a new customer. Updates the details of the customer if the record already exists.

Create receipt

Creates a new receipt

Create or update item

Creates a new item. Updates the details of the item if the record already exists.

Fetch variant

Fetches the details of an item's variant

Fetch customer

Fetches the details of an existing customer

Fetch receipt

Fetches the details of an existing receipt

Fetch item

Fetches the details of an existing item

Fetch store

Fetches the details of an existing store

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is Loyverse?

Loyverse is a POS application designed for small businesses. It lets you process transactions, keep records of inventory and sales and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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