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Get Started FreeUpdates existing customer
Trigger when a new customer is added
Triggers when a new employee is created
Triggers when inventory levels change.
Triggers when a new item is created
Triggers when a new receipt is added
Triggers when a new store is created
Triggers when a new tax is created
Triggers when a item is updated
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a customer.
Creates an Item
Creates a new receipt.
Creates a new customer or updates an existing one.
Edit Inventory Levels.
Gets a single item by ID
Updates a Single Item.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Updates a existing record.
Updates existing customer
Trigger when a new customer is added
Triggers when a new employee is created
Triggers when inventory levels change.
Triggers when a new item is created
Triggers when a new receipt is added
Triggers when a new store is created
Triggers when a new tax is created
Triggers when a item is updated
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a customer.
Creates an Item
Creates a new receipt.
Creates a new customer or updates an existing one.
Edit Inventory Levels.
Gets a single item by ID
Updates a Single Item.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Updates a existing record.
Choose Loyverse as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Salesforce as the action app from the list.
Connect your Salesforce account & authenticate it.
Select the data you want to send from Loyverse to Salesforce & your AI Agent is ready!
Watch Receipts
Create Lead
Watch Receipts
Create Custom Object
Watch Receipts
Create Contact
Watch Receipts
Update Contact
Watch Receipts
Update Custom Object
Loyverse is a POS solution that uses a single dashboard to allow bars, restaurants, retail stores, cafes, and other businesses to check stock levels, print barcode labels, issue receipts, visualize sales metrics, and more.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
The integration between Loyverse and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Loyverse with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Loyverse-Salesforce integration:
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