Integrating CloudWaitress and Loyverse with Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate the creation of customers in Loyverse whenever a new order is placed in CloudWaitress using Pabbly Connect. Follow this detailed tutorial!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, open your web browser and navigate to the Pabbly website. This platform is essential for connecting CloudWaitress and Loyverse seamlessly.

Once on the Pabbly homepage, click on ‘Products’ and select ‘Pabbly Connect’. If you are a new user, you can sign up for free, which grants you 100 tasks every month. Existing users should click ‘Sign In’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. To create a workflow, click on the plus sign and then select ‘Create Workflow’. Name your workflow something like ‘CloudWaitress to Loyverse Integration’ and click ‘Create’.

In the workflow setup, you will see a trigger window and an action window. The trigger signifies when an event occurs, while the action determines the response. In this case, the trigger is set to ‘New Order Placed’ in CloudWaitress.

• Select CloudWaitress as the application.
• Choose the trigger event ‘New Order Placed’.
• Copy the provided webhook URL.

Now, you need to set up this webhook in your CloudWaitress account to ensure that the integration works properly.

3. Setting Up CloudWaitress for Webhooks

Log into your CloudWaitress account and navigate to the ‘Settings’ section of your restaurant. Here, locate the ‘Webhooks’ option and click on it to create a new webhook.

Click the red button to create a webhook and ensure it is activated. Paste the webhook URL from Pabbly Connect into the designated field. Make sure to activate the event for ‘Order Created’ while deactivating all other events.

• Activate the webhook.
• Ensure ‘Order Created’ is the only active event.
• Click ‘Save’ to finalize your webhook setup.

Once saved, return to Pabbly Connect to test the webhook. This will ensure that it captures the order details when a new order is placed.

4. Testing the Integration

To test the integration, you need to place a new order in CloudWaitress. Navigate to your store and select an item to order. Fill in the required customer details, such as name, email, and address.

Once the order is placed, switch back to Pabbly Connect to confirm that the webhook has received the response. You should see all the order details captured, including customer information.

Check for the restaurant name, customer name, email, and phone number. Verify that the details match what was entered during the order.

If everything appears correctly, you can proceed to create a customer record in Loyverse using the captured details from the order.

5. Creating a Customer in Loyverse

Now that you have successfully captured the order details, it’s time to create a customer in Loyverse using Pabbly Connect. In the action step of your workflow, select Loyverse as the application and choose ‘Create Customer’ as the action event.

Connect your Loyverse account to Pabbly Connect by entering your login credentials and granting permissions. Once connected, you will need to map the customer details from the CloudWaitress order to the appropriate fields in Loyverse.

Map the full name, email, and phone number from CloudWaitress. Ensure the address and other details are also mapped correctly.

After mapping, click on ‘Save and Send Test Request’. This will add the new customer to your Loyverse account. Check your Loyverse customer section to confirm that the new customer has been created successfully.

Conclusion

In this tutorial, we demonstrated how to integrate CloudWaitress with Loyverse using Pabbly Connect. By following these steps, you can automate customer creation whenever a new order is placed in CloudWaitress, enhancing efficiency in your restaurant operations.

Utilizing Pabbly Connect allows you to streamline your workflows and manage customer data effectively. This integration not only saves time but also ensures accuracy in customer management across platforms.