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Loyverse - Create PDF, Word, Excel Documents
Loyverse can be connected with Documentero to automatically turn your sales and customer data into ready-to-use documents. With triggers like new receipts, updated inventory, or added customers, you can generate invoices, reports, or employee records in .docx, .pdf, or .xlsx formats. This integration saves time by creating professional documents directly from your point of sale activity without manual data entry.
Loyverse
Documentero
Triggers
Watch Customers — Triggers when customers are added or updated.
Watch Employees — Triggers when employees are added, updated, or deleted.
Watch Items — Triggers when items are added, updated, or deleted.
Watch Payment Types — Triggers when payment types are added, updated, or deleted.
Watch Receipts — Triggers when receipts are added, updated, or deleted.
Watch Stores — Triggers when stores are added, updated, or deleted.
Watch Updated Inventory Levels — Triggers when an inventory level is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Loyverse using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Loyverse using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from Loyverse sales data
Create Excel inventory reports from updated stock levels in Loyverse
Export employee update forms when staff details change in Loyverse
Generate customer account summaries in Word from Loyverse customer records
Create payment type reference sheets from Loyverse payment method updates
Automatically build monthly sales reports in PDF from Loyverse receipts
Generate supplier order forms based on Loyverse inventory changes
Export store profile documents when new stores are added in Loyverse
Create loyalty program reports from Loyverse customer activity
Automatically generate tax-ready sales summaries from Loyverse transactions
How you can use Loyverse + Documentero
Invoice Creation
Generate a professional PDF invoice in Documentero every time a new receipt is added in Loyverse.
Customer Records
Automatically create a detailed customer profile document when a new customer is added in Loyverse.
Inventory Reports
Produce an Excel report of updated inventory levels whenever stock changes occur in Loyverse.
Employee Documentation
Generate employee onboarding or update forms in Documentero when staff records change in Loyverse.
Store Information Sheets
Create store-specific information sheets whenever a new store is added or updated in Loyverse.
Setup Guides
Zapier Tutorial: Integrate Loyverse with Documentero
- Create a new Zap in Zapier.
- Add Loyverse to the zap and choose one of the triggers (Watch Customers, Watch Employees, Watch Items). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Loyverse trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Loyverse with Documentero
- Create a new scenario in Make.
- Add Loyverse to the scenario and choose one of the triggers (Watch Customers, Watch Employees, Watch Items). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Loyverse trigger.
- Run or schedule your scenario and verify the output.
