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How to connect Loyverse and Docparser
Create a New Scenario to Connect Loyverse and Docparser
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Loyverse, triggered by another scenario, or executed manually (for testing purposes). In most cases, Loyverse or Docparser will be your first step. To do this, click "Choose an app," find Loyverse or Docparser, and select the appropriate trigger to start the scenario.
Add the Loyverse Node
Select the Loyverse node from the app selection panel on the right.
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Configure the Loyverse
Click on the Loyverse node to configure it. You can modify the Loyverse URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Docparser Node
Next, click the plus (+) icon on the Loyverse node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Loyverse and Docparser Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Loyverse and Docparser Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Loyverse, Docparser, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Loyverse and Docparser integration works as expected. Depending on your setup, data should flow between Loyverse and Docparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Loyverse and Docparser
Loyverse + Docparser + Google Sheets: When a new receipt is created in Loyverse, the receipt data is sent to Docparser to extract relevant information. This parsed data is then added as a new row in a Google Sheets spreadsheet, allowing for organized sales tracking.
Docparser + Loyverse + QuickBooks: When Docparser parses a Loyverse receipt, the extracted data is used to create a new invoice in QuickBooks, streamlining accounting and financial management.
Loyverse and Docparser integration alternatives
About Loyverse
Sync Loyverse sales data to your accounting or marketing tools using Latenode. Automate inventory updates based on Loyverse transactions. Trigger custom workflows for customer loyalty programs. Latenode lets you connect Loyverse data to any app without code, adding powerful automation to your POS system.
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About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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See how Latenode works
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FAQ Loyverse and Docparser
How can I connect my Loyverse account to Docparser using Latenode?
To connect your Loyverse account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Loyverse and click on "Connect".
- Authenticate your Loyverse and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Loyverse with parsed invoice data?
Yes, you can! Latenode allows you to automatically update Loyverse with data extracted from invoices in Docparser, streamlining accounting and inventory management.
What types of tasks can I perform by integrating Loyverse with Docparser?
Integrating Loyverse with Docparser allows you to perform various tasks, including:
- Automatically updating Loyverse inventory based on parsed purchase orders.
- Creating customer profiles in Loyverse from parsed customer feedback forms.
- Generating sales reports in Loyverse using data extracted from Docparser.
- Tracking expenses in Loyverse by parsing receipts and invoices.
- Validating Loyverse transactions against parsed payment confirmations.
Can I trigger workflows based on Loyverse sales events?
Yes, you can. Latenode lets you trigger workflows based on Loyverse sales, using that data to feed document parsing workflows in Docparser.
Are there any limitations to the Loyverse and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing might require custom JavaScript coding in Latenode.
- Loyverse API rate limits may affect the frequency of data synchronization.
- Data format inconsistencies between Loyverse and Docparser require careful mapping.
