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.
Choose Apps as a trigger.
Search and select Loyverse.
Scroll down and select “Shift entry added”.
Choose “+NEW” and connect your Lovyerse account to Zoho Flow.
Log in to your Loyverse account and give access to Zoho Flow to your account.
Now you will see the "Shift entry added" module in Zoho Flow.
As a next step, from the “APP” section, search Loyverse and drag&drop “Fetch store” next to the “Shift entry added”.
The setting of “Fetch store” will appear.
Click the section of “Store ID” and add “Store ID” from the right, under “Shift entry added”.
After setting up the fetch store, search the “Zoho Mail” in the “APPS” and add the “Send email” by dragging it onto the builder.
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.
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.”
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.
Add the subject of the email and fill in the body.
You can add information from the Loyverse shift module from the right side.
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.
Once you close a shift and synced to the Back Office, the shift notification will get sent to the email you set as “To”