Loyverse + Refersion Integration

Integrate Loyverse to Refersion in one click, or tell Integrately AI how you want each customer handled. Track new conversions, create affiliates, sync customer records, and update payouts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
Arrow Right
2.
  • Loyverse
    Create a receipt in Loyverse
  • Loyverse
    Create customer in Loyverse
  • Loyverse
    Create a POS device in Loyverse
  • Loyverse
    Create an item in Loyverse
  • Loyverse
    Delete customer in Loyverse
  • Loyverse
    Search customer in Loyverse
  • Loyverse
    Update customer in Loyverse
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Loyverse + Refersion Integration

Capture new customers, create matching affiliates, track conversions, update records, and process payouts, all in just one click.

Most popular automationsmost-popular-automations
Loyverse + Refersion Integration

Create Refersion affiliate for new Loyverse customer

If you're using Loyverse to manage your sales leads, it's important to also use Refersion to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new customer is created in Loyverse, a corresponding affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Loyverse + Refersion flow

Connect Shopify, Mailchimp, QuickBooks Online, Slack, Google Sheets, or Stripe to manage orders, sync customers, notify teams, and handle financials. Pick a combination and activate it in one click.

Loyverse
Refersion
+
ShopifyShopify (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
L
S
R
Create a Refersion affiliate when a new Shopify customer is added from Loyverse, and log the details
New Loyverse and Shopify store customers are registered instantly as affiliates in Refersion without manual data entry.
S
L
R
When a Shopify order is completed, update the customer in Loyverse and record the conversion in Refersion
Store purchases update your Loyverse records and register conversions in Refersion automatically.
S
L
R
Use ChatGPT to review Shopify store orders, create a Loyverse receipt, and add an affiliate in Refersion
AI analyses order details before creating a Loyverse receipt and setting up a Refersion affiliate profile.
L
S
R
When a Loyverse receipt is created, update Shopify customer records and check affiliate status in Refersion
POS receipts trigger updates across your Shopify customer database and Refersion affiliate network.

Supported triggers and actions for Loyverse and Refersion

Mix and match to build the exact automation you need

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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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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What can you automate with Loyverse + Refersion?

Streamline your retail operations and affiliate management with proven automation workflows.

What you can automate?
🔄
Sync Loyverse customers directly to Refersion affiliates
Automatically create a new Refersion affiliate profile whenever a customer is created in Loyverse. Eliminate manual copying and onboard your partners instantly.
📝
Capture every submitted customer field accurately
Map all available Loyverse customer and receipt details straight into your Refersion affiliate profiles without losing critical contact data or custom notes.
🔔
Alert your team the moment conversions happen
Send instant notifications to your team via Slack or email whenever a new conversion is created or approved in Refersion, keeping everyone informed.
🔀
Route records based on submitted criteria
Trigger different actions depending on specific customer tags or order totals from Loyverse, ensuring high-value partners get prioritized routing.
🔄
Keep destination records updated automatically
Whenever customer details or item inventories change in Loyverse, automatically update the matching profiles and records in your connected systems.
🔍
Search and update instead of creating duplicates
Search for existing customer and affiliate records before creating new entries, preventing duplicate profiles across Loyverse and Refersion.
Handle later status changes like approvals and denials
Automatically trigger follow-up actions when a Refersion conversion is approved or denied, keeping your financial records and customer accounts aligned.
🔗
Extend your workflow to popular supporting apps
Connect your Loyverse and Refersion flow to Slack, Google Sheets, QuickBooks Online, or Shopify to automate accounting, tracking, and team alerts.
And much more...

Who is Loyverse + Refersion integration for?

Connecting Loyverse and Refersion helps retail business owners, affiliate managers, and finance teams synchronize sales data and affiliate tracking effortlessly.

Finance Managers
Finance Managers
Affiliate Program Directors
Affiliate Program Directors
Agency Operations Leads
Agency Operations Leads
Retail Store Operators
Retail Store Operators
Sales Representatives
Sales Representatives
Operations Managers
Operations Managers
📈
Finance Managers
You're reconciling POS transactions against affiliate commission payouts, but your accounting sheets only update when someone manually exports records, so your revenue counts are always a few hours behind — with this integration, every receipt and payment flows into your ledgers instantly and your financial data stays current.
Affiliate Program Directors
You manage retail partnerships, but new in-store customers wait days before getting registered as affiliates in your network, leading to missed referral sales — automating both apps means every new customer becomes an affiliate the moment they register, and your program onboarding runs without manual delay.
📊
Agency Operations Leads
You report on client sales and referral metrics weekly, but mismatched data between point-of-sale systems and affiliate tracking forces your team to spend hours cleaning spreadsheets — this integration means all customer and conversion records match automatically, giving you clean reports every time.
🏪
Retail Store Operators
You process high volumes of daily receipts across multiple POS terminals, but manual data entry between your sales floor and your marketing platform causes frequent customer profile errors — connecting these apps means every transaction updates your customer and affiliate files instantly, preventing costly data gaps.
🤝
Sales Representatives
You depend on upstream customer signups from retail stores to initiate partner outreach, but you find out about new leads too late after they slip through the cracks — automating these apps means every new customer submission triggers immediate team alerts and partner assignments.
📁
Operations Managers
You need a reliable audit history for every inventory update and conversion approval, but fragmented records between systems leave frustrating gaps in your tracking history — this integration means every event logs seamlessly across your apps, maintaining a complete operational record.
Our team

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Why choose Integrately to automate Loyverse + Refersion

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

1,500+ apps connected
1,500+ apps connected
Connect Loyverse + Refersion 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Loyverse to Refersion?
Frequently Asked Questions
You can connect Loyverse to Refersion instantly using ready-made templates on Integrately. Simply select your workflow, link your accounts, and activate the integration in 1 click.
Can I automatically create a Refersion affiliate when a customer is added in Loyverse?
Frequently Asked Questions
Can I connect Loyverse, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Loyverse and Refersion?
Frequently Asked Questions
How are Loyverse customer records handled during automation?
Frequently Asked Questions
Can I track Refersion conversions and trigger POS updates?
Frequently Asked Questions
Do I need coding skills to automate Loyverse and Refersion?
Frequently Asked Questions
Is the Loyverse and Refersion integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Loyverse
Popular Loyverse Integrations
Connect Loyverse to point of sale, inventory, and reporting tools to streamline your daily retail operations.
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Refersion
Popular Refersion Integrations
Sync Refersion with marketing, CRM, and payment platforms to scale your affiliate management effortlessly.
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Refersion Integrations arrow right
No popular apps found