Connect Lightspeed Retail POS (X-Series) and Perfex CRM
Integrate Lightspeed Retail POS (X-Series) with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Create Contract in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Create Customer in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Create Estimate in Perfex CRM when Sale Updated in Lightspeed Retail POS (X-Series)
Create Project in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Popular Lightspeed Retail POS (X-Series) + Perfex CRM 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
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Contract in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Customer in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Estimate in Perfex CRM when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Project in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Proposal in Perfex CRM when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Task in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Ticket in Perfex CRM when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Timesheet in Perfexcrm when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Lead in Perfexcrm when Product Changes in Lightspeed Retail POS (X-Series)
Use this flowSupported Triggers & Actions
Everything you can automate between Lightspeed Retail POS (X-Series) and Perfex CRM.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lightspeed Retail POS (X-Series) and Perfex CRM 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 Perfex CRM 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 Perfex CRM. No coding required.
Yes. You can set up a workflow where Lightspeed Retail POS (X-Series) triggers actions in Perfex CRM, and a separate workflow where Perfex CRM 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 Perfex CRM. 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 Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
