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How to connect Loyverse and Formstack
Create a New Scenario to Connect Loyverse and Formstack
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 Formstack will be your first step. To do this, click "Choose an app," find Loyverse or Formstack, 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 Formstack Node
Next, click the plus (+) icon on the Loyverse node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
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Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the Loyverse and Formstack 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 Formstack 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, Formstack, 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 Formstack integration works as expected. Depending on your setup, data should flow between Loyverse and Formstack (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 Formstack
Loyverse + Formstack + Google Sheets: When a new form is submitted in Formstack, this automation retrieves the sales data of the customer from Loyverse and adds both the form response and customer sales data to a new row in Google Sheets for consolidated reporting.
Formstack + Loyverse + Mailchimp: When a new form submission is received in Formstack, the automation retrieves the customer's purchase history from Loyverse. Based on this history, the subscriber is added to a specific tag in Mailchimp to trigger targeted email marketing campaigns.
Loyverse and Formstack 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 Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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See how Latenode works
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FAQ Loyverse and Formstack
How can I connect my Loyverse account to Formstack using Latenode?
To connect your Loyverse account to Formstack 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 Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Formstack submissions with Loyverse sales data?
Yes, you can! Latenode's visual editor makes it simple to create workflows that sync Loyverse sales data with Formstack, ensuring accurate customer information and better reporting.
What types of tasks can I perform by integrating Loyverse with Formstack?
Integrating Loyverse with Formstack allows you to perform various tasks, including:
- Creating Formstack submissions from new Loyverse customer registrations.
- Updating customer contact information in Formstack based on Loyverse data.
- Triggering email campaigns in Formstack after a purchase in Loyverse.
- Analyzing Loyverse sales data using Formstack's reporting features.
- Automatically sending customer feedback surveys after Loyverse transactions.
How do I handle errors when syncing data from Loyverse on Latenode?
Latenode provides robust error handling. You can use logic blocks to manage errors, send alerts, and retry failed data synchronization attempts.
Are there any limitations to the Loyverse and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time data synchronization depends on the API rate limits of both services.
- Certain advanced Formstack features might not have direct equivalents in Loyverse.
