What This Workflow Does
This automation solves the challenge of providing customers with immediate purchase confirmations from Loyverse POS systems. Instead of printing paper receipts or relying on customers to check email, it automatically sends transaction details via SMS within minutes of each sale.
The workflow periodically checks Loyverse for new receipts, formats the purchase information into a customer-friendly SMS message, and delivers it through SMS Alert's reliable messaging platform. This creates a seamless digital receipt experience that improves customer satisfaction while reducing paper waste.
How It Works
1. Scheduled Receipt Checking
The template runs every 15 minutes (configurable) to check Loyverse for new receipts since the last run. This ensures timely delivery without overloading either system.
2. Receipt Data Processing
For each new receipt found, the workflow extracts key details like transaction ID, items purchased, totals, payment method, and customer phone number from Loyverse's API.
3. SMS Message Formatting
The system formats the receipt data into a concise SMS message that includes store name, purchase summary, total amount, and optional thank-you message or promotional content.
4. SMS Delivery via SMS Alert
The formatted message is sent through SMS Alert's API to the customer's mobile number. Delivery status is logged for reference.
Pro tip: Customize your SMS template to include your store's branding, loyalty program details, or special offers to turn receipts into marketing opportunities.
Who This Is For
This automation is ideal for:
- Retail stores using Loyverse POS systems
- Businesses wanting to reduce paper receipt waste
- Operations needing instant purchase confirmations
- Merchants who want to include marketing messages with receipts
- Businesses serving customers who prefer mobile communication
What You'll Need
- An active Loyverse account with API access
- SMS Alert API credentials
- A Make.com account (free plan available)
- Customer phone numbers collected at checkout
- Approved SMS template compliant with carrier regulations
Quick Setup Guide
- Copy this template to your Make.com account
- Connect your Loyverse account in the first module
- Add your SMS Alert API credentials
- Customize the SMS message template
- Set your preferred schedule frequency
- Test with a few manual receipts
- Activate the automation
Key Benefits
Instant customer confirmation: Customers receive purchase details on their phone within minutes, reducing questions at checkout and building trust.
Paperless operations: Eliminate thermal paper receipts while maintaining compliance with customer receipt requirements.
Marketing opportunities: Include promotional messages, loyalty program signups, or review requests with each receipt.
Reduced disputes: Digital records help resolve questions about purchases days or weeks later.
Scalable solution: Handles any volume of receipts without additional staff effort.