Connect Lightspeed Retail POS (X-Series) and Charles Schwab to Build Intelligent Automations
Enable Integrations or automations with these events of Lightspeed Retail POS (X-Series) and Charles Schwab
Enable Integrations or automations with these events of Lightspeed Retail POS (X-Series) and Charles Schwab
Triggers
New Sale
Triggers when a new sale is created or updated in Retail Lightspeed.
New Product
Triggers when a new product is created or updated in Retail Lightspeed.
New Customer
Triggers when a new customer is created or updated in Retail Lightspeed.
Register Closed
Triggers when a specific register is closed in Retail Lightspeed.
Consignment Received
Triggers when a consignment received in Retail Lightspeed.
Consignment Send
Create and send a consignment shipment in Lightspeed, moving selected items into consignment inventory and recording the transfer.
Actions
Create Customer
Create a new customer or update an existing customer.
Create Customer Group
Creates a named customer group.
Create Product
Create a new product in Lightspeed Retail.
Create a Register Sale
Create a new register sale (POS transaction) with optional line items, customer, invoice number, and source. Returns the created sale record.
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Frequently Asked Questions
To start, connect both your Lightspeed Retail POS (X-Series) and Charles Schwab accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Charles Schwab (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Charles Schwab. This includes choosing which data fields go into which fields of Charles Schwab, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Charles Schwab 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 Charles Schwab. 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.
About Lightspeed Retail POS (X-Series)
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.
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About Charles Schwab
Charles Schwab is a leading provider of financial services, offering a wide range of investment products, banking services, and financial advisory solutions. With a focus on empowering individual investors and institutions, Schwab provides tools and resources to help clients make informed financial decisions and achieve their financial goals.
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