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How to connect Monday and Loyverse
Create a New Scenario to Connect Monday and Loyverse
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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Loyverse will be your first step. To do this, click "Choose an app," find Monday or Loyverse, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Loyverse Node
Next, click the plus (+) icon on the Monday node, select Loyverse from the list of available apps, and choose the action you need from the list of nodes within Loyverse.
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Authenticate Loyverse
Now, click the Loyverse node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Loyverse settings. Authentication allows you to use Loyverse through Latenode.
Configure the Monday and Loyverse 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 Monday and Loyverse 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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Save and Activate the Scenario
After configuring Monday, Loyverse, 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 Monday and Loyverse integration works as expected. Depending on your setup, data should flow between Monday and Loyverse (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Loyverse
Loyverse + Monday + Slack: When a new sale is recorded in Loyverse (receipt created), a new item is created in Monday to track the project related to that sale. Then a notification is sent to a Slack channel to inform the team about the new project.
Loyverse + Monday + Google Sheets: When a new sale is recorded in Loyverse, the sales data is added to a Google Sheet for tracking. Then, the project budget in Monday is updated based on the sales data recorded in the Google sheet.
Monday and Loyverse integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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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See how Latenode works
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FAQ Monday and Loyverse
How can I connect my Monday account to Loyverse using Latenode?
To connect your Monday account to Loyverse on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Loyverse accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Monday with Loyverse sales data?
Yes, Latenode allows updating Monday boards with Loyverse sales in real-time, providing instant business insights. Leverage no-code or JavaScript blocks to transform the data.
What types of tasks can I perform by integrating Monday with Loyverse?
Integrating Monday with Loyverse allows you to perform various tasks, including:
- Create new Monday items for each new Loyverse customer.
- Update Monday sales totals with Loyverse daily revenue.
- Trigger Monday notifications for low-stock Loyverse items.
- Generate Monday reports based on Loyverse sales data.
- Sync Loyverse customer data to a Monday CRM board.
HowsecureistheMondayintegrationwithinLatenode?
Latenodeemploysrobustsecuritymeasurestoprotectyourdata.Mondaycredentialsarestoredsecurely,anddataisencryptedduringtransmission.YoucontrolaccessviaLatenode'spermissionfeatures.
Are there any limitations to the Monday and Loyverse integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time data sync depends on the Monday and Loyverse API limits.
- Historical data migration requires a separate, custom workflow.
