Connect Lightspeed Retail POS (X-Series) and Xodo Sign
Integrate Lightspeed Retail POS (X-Series) with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when Sale Updated in Lightspeed Retail POS (X-Series)
Send Reminder via Xodo Sign when Sale Updated in Lightspeed Retail POS (X-Series)
Find and Download Document from Xodo Sign when Sale Updated in Lightspeed Retail POS (X-Series)
Create Contact in Xodo Sign when Product Changes in Lightspeed Retail POS (X-Series)
Send Reminder via Xodo Sign when Product Changes in Lightspeed Retail POS (X-Series)
Popular Lightspeed Retail POS (X-Series) + Xodo Sign 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
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Contact in Xodo Sign when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowSend Reminder via Xodo Sign when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowFind and Download Document from Xodo Sign when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Contact in Xodo Sign when Product Changes in Lightspeed Retail POS (X-Series)
Use this flowSend Reminder via Xodo Sign when Product Changes in Lightspeed Retail POS (X-Series)
Use this flowFind and Download Document from Xodo Sign when Product Changes in Lightspeed Retail POS (X-Series)
Use this flowCreate Contact in Xodo Sign when Customer Changes in Lightspeed Retail POS (X-Series)
Use this flowSend Reminder via Xodo Sign when Customer Changes in Lightspeed Retail POS (X-Series)
Use this flowFind and Download Document from Xodo Sign when Customer Changes in Lightspeed Retail POS (X-Series)
Use this flowCreate Contact in Xodo Sign when Register Closed in Lightspeed Retail POS (X-Series)
Use this flowSupported Triggers & Actions
Everything you can automate between Lightspeed Retail POS (X-Series) and Xodo Sign.
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 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lightspeed Retail POS (X-Series) and Xodo Sign 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 Xodo Sign 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 Xodo Sign. No coding required.
Yes. You can set up a workflow where Lightspeed Retail POS (X-Series) triggers actions in Xodo Sign, and a separate workflow where Xodo Sign 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 Xodo Sign. 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 Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
