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How to connect Loyverse and Streak
Create a New Scenario to Connect Loyverse and Streak
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 Streak will be your first step. To do this, click "Choose an app," find Loyverse or Streak, 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 Streak Node
Next, click the plus (+) icon on the Loyverse node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
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Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the Loyverse and Streak 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 Streak 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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Streak
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Loyverse, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between Loyverse and Streak (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 Streak
Loyverse + Streak + Slack: When a new or updated customer is added in Loyverse, their contact information is added to a new contact in Streak. Then, a message is sent to a Slack channel notifying the sales team about the new contact in Streak.
Loyverse + Google Sheets + Streak: When a new receipt is created in Loyverse, the sales data is added to a Google Sheet. The Streak deal for the customer associated with the receipt is then updated with the sales information.
Loyverse and Streak 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 Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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See how Latenode works
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FAQ Loyverse and Streak
How can I connect my Loyverse account to Streak using Latenode?
To connect your Loyverse account to Streak 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 Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Streak deals after a Loyverse sale?
Yes, you can! Latenode’s visual editor allows seamless data transfer, keeping your Streak pipeline updated automatically based on Loyverse sales. This ensures accurate sales tracking and better customer insights.
What types of tasks can I perform by integrating Loyverse with Streak?
Integrating Loyverse with Streak allows you to perform various tasks, including:
- Automatically create new Streak boxes for new Loyverse customers.
- Update Streak deal stages based on Loyverse purchase amounts.
- Add notes to Streak boxes when customers make Loyverse purchases.
- Trigger email sequences in Streak based on Loyverse customer activity.
- Sync Loyverse customer data with corresponding Streak contact information.
HowcanIensureLoyverseandStreakdataissynchronizedaccuratelyinLatenode?
Latenode offers robust error handling and data mapping tools. You can customize data flow and monitor syncs for accuracy using visual debugging features.
Are there any limitations to the Loyverse and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Loyverse data prior to integration might not be automatically synced.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Loyverse and Streak APIs may affect high-volume data processing.
