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Loystar Integration

ApproveThis manages your Loystar Integration approvals.

April 17, 2025

Integration Category: Sales Crm

Why Combine ApproveThis with Loystar?

When retail businesses grow, manual processes become bottlenecks. Loystar POS excels at handling sales transactions and customer management, while ApproveThis specializes in automating approval workflows. Together through Zapier, they create closed-loop systems where sales data triggers approvals, and approval decisions automatically update customer records – all without spreadsheet chaos or email threads.

Where Loystar Ends and ApproveThis Begins

Loystar gives SMEs real-time sales tracking and customer profiles but wasn’t built for multi-layer decision-making. ApproveThis adds structured governance without complicating your POS system. Example: A $5,000 B2B order in Loystar can automatically require manager approval via ApproveThis before fulfillment – with approvers reviewing details directly in email, no Loystar login required.

Key Integration Benefits

For Franchise Owners: Automatically flag sales exceeding location-specific thresholds (e.g., $10K+ orders in smaller outlets) for regional manager review. ApproveThis’ calculated fields determine escalation paths based on Loystar transaction data.

For Inventory Managers: High-value item purchases trigger approval workflows that cross-reference Loystar stock levels, preventing overordering. Vacation delegation ensures backup approvers handle requests during peak seasons.

Three Operational Game-Changers

1. Fraud Prevention for Multi-Location Retailers

A regional boutique chain uses Loystar to process sales but struggled with employee discounts abuse. Their Zapier integration now:

  • Triggers ApproveThis requests for any transaction with >20% discount
  • Routes approvals to district managers via SMS/email
  • Auto-locks disputed transactions in Loystar until resolved

Result: 78% faster resolution of discount disputes and $12K annual savings from prevented abuse.

2. Service Business Upsell Approvals

A pet grooming service using Loystar’s membership plans wanted to offer premium add-ons (e.g., flea dips) without front-desk confusion. Now:

When a staff member selects an upsell in Loystar, ApproveThis:

  • Checks customer’s purchase history
  • Requires manager approval if pet has medical flags
  • Updates Loystar notes with approval timestamps

Outcome: 35% more premium services sold with zero customer incidents.

3. Hospitality Customer Onboarding

A brewery using Loystar for events needed to vet private bookings. Their workflow:

1. Customer submits event request via Loystar
2. ApproveThis routes deposit requirements to finance
3. Upon approval, Loystar auto-creates customer profile
4. SMS confirmation sent via Loystar’s platform

This cut booking admin time by 14 hours/week.

Team-Specific Advantages

Finance Teams

ApproveThis thresholds sync with Loystar’s sales data to enforce spending policies. Example: Any Loystar purchase order over $2K requires CFO approval, with automatic escalation if not reviewed within 24 hours. Approvers see real-time budget impacts via calculated fields showing remaining department funds.

Operations Managers

Sync Loystar inventory alerts with ApproveThis’ conditional routing. Low-stock triggers generate purchase requests that first go to warehouse leads, then escalate to procurement after 12 hours. Approval groups ensure consensus on high-quantity orders.

Customer Service

When Loystar flags a customer complaint, ApproveThis can:

- Route refund approvals with SLA tracking
- Attach Loystar purchase history to each case
- Auto-close tickets in Loystar once resolved

This prevents $50 refunds from needing $200 in manager time.

Implementation Made Simple

Connecting Loystar and ApproveThis takes under 30 minutes:

Step 1: In Zapier, choose Loystar’s “New Sale” trigger
Step 2: Map sale details to ApproveThis’ custom fields (amount, items, customer ID)
Step 3: Set approval rules – thresholds, approvers, escalation paths
Step 4: Configure Loystar actions (update customer records, send SMS)

Pro Tip: Use ApproveThis’ test mode to simulate Loystar transactions before going live.

Why This Combo Works for SMEs

Most POS systems force businesses to choose between flexibility and control. With ApproveThis and Loystar:

No User License Bloat: External vendors or managers approve directly via email without needing Loystar seats – critical for businesses with 100+ seasonal contractors.

Audit-Ready Records: Every approval includes Loystar transaction IDs, creating a unified paper trail. During audits, match ApproveThis decision logs with Loystar sales in two clicks.

Beyond Basic Approvals

While the Zapier templates provide starter workflows, advanced users leverage:

Dynamic Routing: ApproveThis can assign approvals based on Loystar customer tags – VIP clients go straight to senior staff.

Conditional Fields: Automatically require manager signatures if Loystar data shows a customer has two late payments.

Mobile-First Design: Approvers on construction sites or retail floors can review Loystar transaction context and approve via smartphones.

Getting Started

Retailers lose an average of 3.2 hours daily on manual approvals – that’s 832 hours/year. For a 10-person team, integrating ApproveThis with Loystar typically pays for itself in under 45 days.

Start your 14-day ApproveThis trial or explore Loystar’s POS features. For complex use cases like multi-location thresholds, book a custom demo showing Loystar data synced with approval workflows.

🥳

Integrate with Loystar Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Loystar

Suggested workflows (and their Zapier components) for Loystar

Create approval requests for new sales

Automatically create an approval request when a new sale is made on Loystar. This integration ensures that each sale is reviewed through an approval process before further processing. *Note: Ensure your approval workflow in ApproveThis is configured to capture all relevant sale details.*

Zapier Components

Loystar Logo

Trigger

New Sale

Triggers when a new sale is made on the Loystar POS.

Action

Create Request

Creates a new request, probably with input from previous steps.

Send SMS notifications for approved requests

Send SMS notifications to customers when an approval decision is made in ApproveThis. This integration triggers an SMS via Loystar as soon as a request is approved or denied to keep customers informed. *Note: Customize your SMS content to include specific decision details.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Loystar Logo

Action

Send SMS

Sends a text message to the number provided when an event occurs

Add new customers for received approval requests

Automatically create a new customer in Loystar when a new approval request workflow is triggered in ApproveThis. This automation streamlines customer onboarding by capturing request data and initiating customer records promptly. *Note: Map the appropriate fields between ApproveThis and Loystar to avoid duplicate entries.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Loystar Logo

Action

Add New Customer

Adds a new Customer to your Loystar account