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

Automatically do this!
Create invoice
Update invoice
Create Customer
Create subscription
Create an estimate
Update customer
Find Invoice
Find Customer
Create a product
Record Payment
Create a product
Create a subscription plan
Fetch Subscription
Add Charge
Cancel a subscription
Cancel invoice write-off
Create credit note
Send invoice by email
Fetch Customer
Void an invoice
Write off an invoice
Update subscription
Void an invoice
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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.
Create an invoice for a customer with items, shipping, adjustments, and payment options.
Update an invoice's items, notes, and terms.

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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 Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Zoho Billing. This includes choosing which data fields go into which fields of Zoho Billing, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Zoho Billing 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 Zoho Billing. 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 MoreZoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
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