Integrate Loyverse with Wealthbox CRM
Send information between Loyverse and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Loyverse and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New event
Triggers when a new event is created
All Actions - Actions are the automated tasks
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
Create project
Creates a new project
Create task
Creates a new task
Create contact
Creates a new contact
Create note
Creates a new note
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
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.
Similar apps
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
