How to connect Loyverse and Instantly
Create a New Scenario to Connect Loyverse and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Loyverse or Instantly, 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.


Loyverse

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 Instantly Node
Next, click the plus (+) icon on the Loyverse node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.


Loyverse
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Instantly

Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Loyverse and Instantly 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 Instantly 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.

JavaScript
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AI Anthropic Claude 3
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Instantly
Trigger on Webhook
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Loyverse
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Loyverse, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Loyverse and Instantly (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 Instantly
Instantly + Loyverse + Google Sheets: When a new lead is created in Instantly, their information is used to create or update a customer profile in Loyverse. The customer's data is then added to a Google Sheet for tracking and analysis.
Instantly + Loyverse + Slack: When a new lead is created in Instantly, search for the corresponding customer in Loyverse. If found, send a Slack message to the sales team with the customer details.
Loyverse and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
FAQ Loyverse and Instantly
How can I connect my Loyverse account to Instantly using Latenode?
To connect your Loyverse account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate sending targeted Instantly emails based on Loyverse purchase history?
Yes, using Latenode! Trigger personalized email campaigns based on Loyverse sales data. Latenode's visual editor makes advanced segmentation easy, boosting customer engagement and sales.
What types of tasks can I perform by integrating Loyverse with Instantly?
Integrating Loyverse with Instantly allows you to perform various tasks, including:
- Automatically adding new Loyverse customers to Instantly email lists.
- Sending personalized welcome emails to new Loyverse customers via Instantly.
- Triggering email sequences in Instantly based on specific Loyverse purchase amounts.
- Updating customer information in Instantly when details change in Loyverse.
- Segmenting Instantly email lists based on Loyverse customer purchase frequency.
HowsecureistheLoyverseandInstantlyintegrationonLatenode?
Latenode employs industry-standard security practices, including encryption and secure authentication, to protect your Loyverse and Instantly data during integration.
Are there any limitations to the Loyverse and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Loyverse and Instantly.
- Complex data transformations might require JavaScript knowledge within Latenode.
- Historical data migration beyond the API limits may require custom solutions.