
When this happens...
New Sale
New Product
New Customer
Register Closed
Consignment Received
Consignment Send

Automatically do this!
Create Currency
Create a Trip
Create User
Create Expense Categories
Create Project
Search Trip
Search Expense Category
Search Customer
Search Project
Make Project Active
Make Project Inactive
Update Project
Update Expense Category
Active Expense Category
Inactive Expense Category
Update Currency
Update User
Make User Inactive
Make User Active
Update Trip
Approve Trip Request
Reject Trip Request
Close Trip
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new sale is created or updated in Retail Lightspeed.
Triggers when a new product is created or updated in Retail Lightspeed.
Triggers when a new customer is created or updated in Retail Lightspeed.
Triggers when a specific register is closed in Retail Lightspeed.
Triggers when a consignment received in Retail Lightspeed.
Create and send a consignment shipment in Lightspeed, moving selected items into consignment inventory and recording the transfer.
Action is the task that follows automatically within your Lightspeed Retail POS (X-Series) integrations.
Create a new customer or update an existing customer.
Creates a named customer group.
Create a new product in Lightspeed Retail.
Create a new register sale (POS transaction) with optional line items, customer, invoice number, and source. Returns the created sale record.
Add a new currency to Zoho Expense by providing its ISO code, display format, name, symbol, and decimal precision.
Creates a trip record in Zoho Expense with destination, attendees, budget, currency, and travel preferences.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Lightspeed Retail POS (X-Series) and Zoho Expense accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Zoho Expense (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Zoho Expense. This includes choosing which data fields go into which fields of Zoho Expense, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Zoho Expense typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Lightspeed Retail POS (X-Series) and Zoho Expense. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Lightspeed Retail POS (X-Series) is a cloud-based point-of-sale and retail management system designed to streamline in-store and online operations. It provides powerful tools for inventory control, sales processing, customer management, reporting, and multi-store management. With an intuitive interface and real-time analytics, Lightspeed Retail POS helps retailers run smarter, automate workflows, and manage their business from anywhere.
Learn MoreZoho Expense simplifies business expense management by enabling users to record expenses, scan receipts, submit reports, manage approvals, and gain spending insights through a secure, efficient, and user-friendly platform.
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