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Set up your first integration
Quickly connect Loyverse to Zoho Books with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Loyverse with Zoho Books - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Customer Update" from Loyverse.
Add your action
An action happens after the trigger—such as "Create Customer" in Zoho Books.
You’re connected!
Zapier seamlessly connects Loyverse and Zoho Books, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer Update
Triggers when a customer is updated.
Try ItTriggerInstant - Items Update
Triggers when an item is updated.
Try ItTriggerInstant - Shifts Create
Triggers when a shift is created and synced to the Back Office.
Try ItTriggerInstant - Store IDRequired
- Receipt Date
- Order
- Customer ID
- Source
- Discounts ID
- percentage
- Money Amount
- Scope
- Variant ID
- Quantity
- Price
- Cost
- Payment ID
ActionWrite
- Inventory Update
Triggers when a stock updates.
Try ItTriggerInstant - Receipts Update
Triggers when a receipt gets created or updated.
Try ItTriggerInstant - Item ID
- Item NameRequired
- Reference ID
- Category ID
- Description
- Track Stock
- Sold by Weight
- Primary Supplier ID
- Tax ID
- Form
- Colors
ActionWrite- Receipt NumberRequired
- Receipt Date
- Source
- Employee ID
- Store ID
- IDRequired
- QuantityRequired
ActionWrite
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Practical ways you can use Loyverse and Zoho Books
Sync updated receipts with financial records
When a receipt is updated in Loyverse, Zapier can automatically create a matching expense transaction in Zoho Books. This eliminates the repetitive task of manually adding financial data, ensuring that your accounting records stay current and reducing financial discrepancies.
Business Owner
Track inventory changes in accounting software
Zapier bridges your inventory and accounting systems by tracking updates. When inventory levels change in Loyverse, Zapier can automatically create a new item or update an existing one in Zoho Books. This integration ensures inventory levels and item details align in both tools, reducing errors.
ITRecord sales as project expenses
Zapier simplifies the bookkeeping process for projects. When a sales receipt is created in Loyverse, Zapier can automatically create an expense entry in Zoho Books categorized under a specific project. This enables smoother project expense tracking and accurate cost evaluation.
Project Management
