Connect Lightspeed Retail POS (X-Series) and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
Sale Is Created Or Updated
Product Changes
Customer Changes
Register Closed
Consignment Received
Consignment Send
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Lightspeed Retail POS (X-Series) and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Sale Is Created Or Updated
Runs when sale created/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 or Update Customer
Add or update 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
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Frequently Asked Questions
To start, connect both your Lightspeed Retail POS (X-Series) and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Xodo Sign 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 Xodo Sign. 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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
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