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

Automatically do this!
Get Projects
Create Worker - Company
Create Project
Create Company Contact
Create Project Cost Code List From Company List
Create Submittal
Create Cost Code - Project
Create Vendor - Company Level
List All Companies
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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.
Get list of all the projects.
Creates a new worker for a specific company.

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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 Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Procore (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Procore. This includes choosing which data fields go into which fields of Procore, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Procore 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 Procore. 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 MoreProcore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
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