Connect Lightspeed Retail POS (X-Series) and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sale
New Product
New Customer
Register Closed
Consignment Received
Consignment Send
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Lightspeed Retail POS (X-Series) and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Lightspeed Retail POS (X-Series) integrations.
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.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
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Frequently Asked Questions
To start, connect both your Lightspeed Retail POS (X-Series) and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Follow Up Boss 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 Follow Up Boss. 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.
Learn MoreAbout Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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