Connect Lightspeed Retail POS (X-Series) and Klipfolio
Integrate Lightspeed Retail POS (X-Series) with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Delete User from Group in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Reset Password operation in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Resend Invitation in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Create/Update User Properties in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Popular Lightspeed Retail POS (X-Series) + Klipfolio flows
Start from a real workflow other teams are already running.
Choose a trigger
Lightspeed Retail POS (X-Series)
When this happens...
Sale Updated
Product Changes
Customer Changes
Register Closed
Consignment Received
Consignment Send
Choose an action
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Add User to Group in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowDelete User from Group in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowReset Password operation in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowResend Invitation in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate/Update User Properties in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowDelete User Properties in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowAssign User to Role in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowRemove User from Role in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowDelete User Tab Instance in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowAdd a user to the role in Klipfolio when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowSupported Triggers & Actions
Everything you can automate between Lightspeed Retail POS (X-Series) and Klipfolio.
When this happensTriggers
A trigger is an event that starts a workflow.
Sale Updated
Runs when sale is updated
Product Changes
Runs when product changes
Customer Changes
Runs when customer changes
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
Add new customer record.
Create Customer Group
Creates a named customer group.
Create Product
Create a new product.
Create Register Sale
Create a new POS sale
Update Product
Update an existing product
Update Customer
Update an existing customer
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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 more
About Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lightspeed Retail POS (X-Series) and Klipfolio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Lightspeed Retail POS (X-Series) and Klipfolio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Klipfolio. No coding required.
Yes. You can set up a workflow where Lightspeed Retail POS (X-Series) triggers actions in Klipfolio, and a separate workflow where Klipfolio triggers actions in Lightspeed Retail POS (X-Series). Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Lightspeed Retail POS (X-Series) and Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lightspeed Retail POS (X-Series) and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
