How to get email notification about new shift report

How to get email notification about new shift report

Do you want to check each shift report immediately after shift was closed in your shop? It is possible to set up such an email notification by using the Integration subscription together with Zoho Flow.

1. Go to Zoho Flow website and create an account.
2. Go to Zoho mail website and create an email.
3. In Zoho Flow, create a new flow.

create a new flow

Choose Apps as a trigger.

Choose Apps as a trigger

Search and select Loyverse.

Search and select Loyverse

Scroll down and select “Shift entry added”.

Shift entry added

Choose “+NEW” and connect your Lovyerse account to Zoho Flow.

Choose NEW

connect your Lovyerse account to Zoho Flow

Log in to your Loyverse account and give access to Zoho Flow to your account.

Log in to your Loyverse account

give access to Zoho Flow to your account

Now you will see the "Shift entry added" module in Zoho Flow.

Shift entry added

As a next step, from the “APP” section, search Loyverse and drag&drop “Fetch store” next to the “Shift entry added”.

search Loyverse and drag&drop

The setting of “Fetch store” will appear.
Click the section of “Store ID” and add “Store ID” from the right, under “Shift entry added”.

Store ID

After setting up the fetch store, search the “Zoho Mail” in the “APPS” and add the “Send email” by dragging it onto the builder.

Zoho Mail

After dragging it, a pop up window will automatically appear to set the “Send Email” up. Click on the connect button to get the startup started:
Note: If you don’t have a Zoho Mail account, please create it from here.

Click on the connect button to get the startup started

Type in the Connection name and click on the Authorize button. It will redirect you or a pop up window will appear that asks you to give access to your Zoho Email account. Click the “Accept.”

Type in the Connection name and click on the Authorize button

Click the Accept

A banner will appear above after accepting the authorization and new fields will appear in the Send Email. From there, you can fill out the “From address” and “To” fields.
From address: Your Zoho Mail address
To: The email address where you want to receive the notification.

The email address where you want to receive the notification

Add the subject of the email and fill in the body.
You can add information from the Loyverse shift module from the right side.

Add the subject of the email and fill in the body

You can add information from the Loyverse shift module

This is an example of the body:
New shift is generated in Loyverse POS.
Store: ${StoreID.name}
Shift opened: ${Shift_is_created.opened_at}
Shift closed: ${Shift_is_created.closed_at}

--------------------------

Cash drawer:
Starting cash: ${Shift_is_created.starting_cash}
Cash payments: ${Shift_is_created.cash_payments}
Cash refunds: ${Shift_is_created.cash_refunds}
Paid in: ${Shift_is_created.paid_in}
Paid out: ${Shift_is_created.paid_out}
Expected cash amount: ${Shift_is_created.expected_cash}
Actual cash amount: ${Shift_is_created.actual_cash}

--------------------------

Sales summary:
Gross sales: ${Shift_is_created.gross_sales}
Refunds: ${Shift_is_created.refunds}
Discounts: ${Shift_is_created.discounts}
Net sales: ${Shift_is_created.net_sales}

Note: The date and time indicates only the UFC timezone.

After filling in the body of the email to be sent with the information, click on “DONE” and turn on the Flow.

in the body of the email to be sent with the information

Once you close a shift and synced to the Back Office, the shift notification will get sent to the email you set as “To”

shift notification will get sent to the email you set as To