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

Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
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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.
Retrieves the details of all people
Retrieves the details of the person by email

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Centralstation CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Centralstation CRM (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Centralstation CRM. This includes choosing which data fields go into which fields of Centralstation CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Centralstation CRM 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 Centralstation CRM. 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 MoreCentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
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