Use your API key and set the scope to read or write as needed. Store credentials securely and rotate keys regularly.
Loyverse uses API tokens or OAuth; ensure the app has permission to access contacts data and grant scopes like contacts.readonly and contacts.write for full sync.
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments; GET /contacts/; GET /contacts/business/:businessId; POST /contacts/; PUT /contacts/:contactId; DELETE /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tags
Trigger when a new contact is added in Loyverse or an existing contact is updated.
Create or update the contact in the Contacts API by mapping standard fields such as name, email, and phone.
POST /contacts/ or PUT /contacts/:contactId
contactId, name, email, phone
Trigger when a new task is created in Loyverse for a contact.
Create or update a task for the contact using POST /contacts/:contactId/tasks and modify using PUT /contacts/:contactId/tasks/:taskId.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
contactId, taskId, title, dueDate, status
Trigger when tags are added or removed for a Loyverse contact.
Add or remove tags on the contact via POST /contacts/:contactId/tags.
POST /contacts/:contactId/tags
contactId, tag
Faster onboarding by connecting Loyverse to the Contacts API with no code required.
Real-time data sync reduces manual data entry and keeps records current.
A unified view of contacts, tasks, notes, and tags across Loyverse and the Contacts API.
Key elements include Contacts, Endpoints, Triggers, Actions, and Data Mapping to describe how data flows between Loyverse and the Contacts API.
A person in Loyverse whose details are stored in the Contacts API and synchronized via the integration.
A specific API URL path and HTTP method used to access or modify a resource.
An event in Loyverse that starts an automation in the integration.
An operation performed in the Contacts API in response to a trigger.
Capture new Loyverse contacts as they are created and push them into the Contacts API with initial profile fields.
When a Loyverse task is created, create a corresponding task in the Contacts API and keep status in sync.
Use Loyverse tags to segment contacts in the Contacts API for targeted campaigns and automation.
Obtain API credentials for Loyverse and the Contacts API and verify connectivity with test calls.
Create a consistent data map for contacts, notes, tasks, and tags between Loyverse and the Contacts API.
Run end-to-end tests, monitor logs, and set up retries for resilient syncing.
This integration connects Loyverse with the Contacts API to sync contact records, tasks, notes, and tags using no-code automation. It provides a reliable data bridge for unified customer data across systems. The setup emphasizes security, accuracy, and scalability.
No traditional coding is required when using no-code tools to connect Loyverse and the Contacts API. You’ll configure triggers, actions, and field mappings via a visual interface. Some familiarity with API concepts helps, but is not mandatory.
Essentials include the core contact endpoints (GET /contacts/:contactId, POST /contacts/), and the ability to manage tasks (POST /contacts/:contactId/tasks) and tags (POST /contacts/:contactId/tags). Mapping fields like name, email, and tag names is crucial.
Implement retries, exponential backoff, and clear error messages. Use logs to identify failed records, and consider idempotent operations to avoid duplicates. Test error scenarios in a sandbox before going live.
Maintain a single source of truth by aligning field names and data types between Loyverse and the Contacts API. Use consistent formatting for dates, emails, and identifiers to ensure clean sync.
Yes. You can sync tasks and notes by mapping the corresponding endpoints and ensuring triggers fire accordingly. Validate status synchronization and use dedicated fields to track progress.
Activity logs, webhook notifications, and audit trails appear in your integration platform dashboard or connected app console. Review error messages and retry results to verify successful syncing.
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Complete Operations Catalog - 126 Actions & Triggers
