Holded + Loyverse Integration

Integrate Holded to Loyverse in one click, or tell Integrately AI how you want each invoice handled. Track payments, sync customer records, generate receipts, and keep your accounting updated automatically.

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1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • Loyverse
    Customer is created/updated/deleted in Loyverse Instant
  • Loyverse
    Receipt is created or updated in Loyverse Instant
  • Loyverse
    Shift is created in Loyverse Instant
  • Loyverse
    Item inventory is updated in Loyverse Instant
  • Loyverse
    Store is created or updated in Loyverse
  • Loyverse
    Item is created/updated/deleted in Loyverse Instant
  • Loyverse
    Employee is created or updated in Loyverse
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2.

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Ready Workflows Ready Workflows for Holded + Loyverse Integration

Generate receipts, sync customer details, update inventories, record purchases, and track payments, all in just one click.

Most popular automationsmost-popular-automations
Loyverse + Holded Integration

Create Holded contact for new Loyverse customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Loyverse - Holded integration, anytime a new Loyverse customer is created, an Holded contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Loyverse + Holded Integration

Create Holded deal from new Loyverse customer

Anytime a new customer is created in your Loyverse, a new deal will automatically be created in your Holded. This ensures that all of your deal are linked to the right customer, and that you never miss an opportunity to follow up with a new lead.

This Loyverse - Holded integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Connect more apps to your Holded + Loyverse flow

Sync your POS and management data with your ecommerce, marketing, and reporting tools. Pick a combination and activate it in one click.

Holded
Loyverse
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ShopifyShopify (4)
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MailchimpMailchimp (4)
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Google SheetsGoogle Sheets (4)
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StripeStripe (3)
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SlackSlack (4)
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GmailGmail (3)
H
S
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Create a Shopify customer for every new invoice in Holded, and add them to Loyverse
Every new Holded invoice creates a customer in Shopify and Loyverse automatically, eliminating manual data entry.
S
H
L
When a Shopify order is created, generate a sales invoice in Holded and a receipt in Loyverse
Shopify orders instantly trigger a sales invoice in Holded and a receipt in Loyverse to keep revenue synchronized.
L
S
H
Add a Loyverse customer to Shopify and search contact by email in Holded
New Loyverse customers update Shopify records and verify contact details against your Holded database.
H
S
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When a product is created in Holded, add it to Shopify and create an item in Loyverse
New Holded products synchronize directly with your Shopify storefront and Loyverse inventory.

Supported triggers and actions for Holded and Loyverse

Mix and match to build the exact automation you need

Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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Loyverse
Loyverse Triggers & Actions
Instant
Customer is created/updated/deleted in Loyverse
Triggers the automation when a Customer is created/updated/deleted
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Instant
Receipt is created or updated in Loyverse
Triggers the automation when a receipt is created or updated
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Instant
Shift is created in Loyverse
Triggers the automation when a shift is created
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Instant
Item inventory is updated in Loyverse
Triggers the automation when an item in the inventory is updated
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Store is created or updated in Loyverse
Triggers the automation when a store is created or updated
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Instant
Item is created/updated/deleted in Loyverse
Triggers the automation when an item is created or updated or deleted
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Employee is created or updated in Loyverse
Triggers the automation when an engagement action is created or modified
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Create a receipt in Loyverse
Creates a new workspace
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Create customer in Loyverse
Adds a new customer to the database
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Create a POS device in Loyverse
Creates a new point of sale (pos) device
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Create an item in Loyverse
Creates a new item
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Delete customer in Loyverse
Removes a customer from the database
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Search customer in Loyverse
Locates and retrieves customer information
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Update customer in Loyverse
Updates a customer's information
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What can you automate with Holded + Loyverse?

Connect your company management and point-of-sale tools to handle billing, inventory, and customer data effortlessly.

What you can automate?
🧾
Generate receipts from new invoices
Automatically create a corresponding receipt in Loyverse the moment a new sales invoice is generated in Holded. Eliminate manual cross-platform data entry.
📋
Capture every transaction detail
Map all submitted invoice fields, purchase lines, and customer notes across both platforms instead of just basic names. Your records remain comprehensive.
🔔
Alert your team instantly
Send team notifications in Slack or email updates in Gmail whenever a major invoice or purchase order is created. Keep staff informed in real time.
🔀
Route transactions conditionally
Execute different follow-up actions depending on the payment amount or item category submitted in your POS or billing system.
🔄
Keep customer records updated
Automatically update existing contacts in Holded whenever customer details or contact information change in Loyverse.
🔍
Prevent duplicate records
Search existing contacts by email or phone before creating new profiles in Holded or Loyverse. Keep your database clean and organized.
💳
Handle later status changes
Update invoice statuses, record payments, or log credit notes the moment a transaction is paid, cancelled, or refunded.
📊
Extend flows to spreadsheets
Log every synced invoice, receipt, and purchase order into Google Sheets for custom reporting and team visibility.
And much more...

Who is Holded + Loyverse integration for?

Business owners, retail managers, and accountants eliminate manual data entry between management software and point-of-sale systems.

Financial analysts
Financial analysts
Store managers
Store managers
Account managers
Account managers
Retail business owners
Retail business owners
Billing coordinators
Billing coordinators
Accounting teams
Accounting teams
📈
Financial analysts
You're pulling daily POS totals and billing reports by hand but your financial dashboard only updates when someone exports CSV files, so the revenue metrics you review are always hours behind — this integration means every invoice and receipt syncs instantly and your financial data stays current.
⚡
Store managers
You need to track retail inventory and customer signups immediately, but finding out about stock discrepancies happens too late during closing hours — automating both apps means every receipt and inventory update reflects across your systems the moment it occurs.
🤝
Account managers
You answer to clients who want immediate confirmation of their billing and purchase records, but manual record-keeping causes delays in issuing documents — connecting these apps means every transaction generates the correct invoice or receipt without waiting on manual administration.
📦
Retail business owners
The transaction volume across your store and back office is too high for anyone to keep up by hand, leading to mismatched customer databases — with this integration, customer profiles and sales orders sync across platforms automatically.
🔄
Billing coordinators
You own the invoicing workflow and depend on your point-of-sale team to hand over transaction data, but missing details stall your payment collection — automating both apps means every purchase creates the necessary invoice and payment record instantly.
📋
Accounting teams
You need a reliable history of all company purchases and sales receipts, but manual data entry keeps leaving gaps in your general ledger — integrating these apps means every transaction is logged accurately with zero missing records.
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Why choose Integrately to automate Holded + Loyverse

Build and manage your Holded + Loyverse automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Holded + Loyverse with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to Loyverse?
Frequently Asked Questions
Connecting Holded to Loyverse takes just one click using ready-made templates on Integrately, or you can use Integrately AI to configure custom workflows with apps like Shopify, Slack, and Google Sheets.
Can I automatically generate Loyverse receipts from Holded invoices?
Frequently Asked Questions
Can I connect Holded, Loyverse, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Loyverse?
Frequently Asked Questions
How does Holded handle contact synchronization with Loyverse?
Frequently Asked Questions
Can Loyverse trigger inventory updates in Holded?
Frequently Asked Questions
Do I need coding skills to automate Holded and Loyverse?
Frequently Asked Questions
Is the Holded and Loyverse integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or Loyverse With 1500+ Other Apps

Holded
Popular Holded Integrations
Connect Holded to accounting, project management, and CRM tools to keep company operations synchronized.
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Loyverse
Popular Loyverse Integrations
Sync Loyverse with reporting, inventory, and customer engagement platforms to streamline retail management.
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Loyverse Integrations arrow right
No popular apps found