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How to connect Loyverse and Process Street
Create a New Scenario to Connect Loyverse and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find Loyverse or Process Street, 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 Process Street Node
Next, click the plus (+) icon on the Loyverse node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the Loyverse and Process Street 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 Process Street 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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Process Street
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Loyverse, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Loyverse and Process Street (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 Process Street
Loyverse + Process Street + Slack: When Loyverse daily sales are below a defined threshold (determined by checking the list of receipts), a new checklist is created in Process Street to investigate the reasons for the low sales. A Slack message is then sent to the manager alerting them to the situation and providing a link to the Process Street checklist.
Process Street + Loyverse + Google Sheets: When a store audit checklist is completed in Process Street (Workflow Run Completed), the relevant Loyverse sales data (obtained by listing receipts) is logged in Google Sheets for analysis and reporting.
Loyverse and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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See how Latenode works
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FAQ Loyverse and Process Street
How can I connect my Loyverse account to Process Street using Latenode?
To connect your Loyverse account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate employee onboarding after a sale?
Yes, you can! Latenode lets you trigger Process Street checklists upon a Loyverse sale, streamlining onboarding. Benefit from real-time updates and improved team coordination.
What types of tasks can I perform by integrating Loyverse with Process Street?
Integrating Loyverse with Process Street allows you to perform various tasks, including:
- Automatically creating Process Street checklists for new Loyverse customers.
- Updating inventory status in Process Street based on Loyverse sales data.
- Generating daily sales reports in Process Street from Loyverse transactions.
- Triggering employee onboarding checklists upon successful Loyverse sales.
- Managing customer feedback processes in Process Street after a Loyverse purchase.
HowsecureistheLoyverseintegrationonLatenodewithmydata?
Latenodeemploysrobustsecuritymeasurestoprotectyourdata,includingencryptionandsecureauthenticationprotocols.Yourdataissafewithus!
Are there any limitations to the Loyverse and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations between Loyverse and Process Street might require custom JavaScript code.
- The integration is limited by the API capabilities of Loyverse and Process Street.
- Real-time data synchronization depends on the API rate limits imposed by Loyverse.
