Connect BoardCRM and Lightspeed Retail POS (X-Series) to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Customer
Create Customer Group
Create Product
Create Register Sale
Update Product
Update Customer
Search Customers
List Store Products
List Store Users
List Store Registers
List Taxes
List All Brands
List All Suppliers
List Variant Attributes
List Payment Methods
List Customer Groups
List All Outlets
Get Top 10 Best Selling Products
Ready to use BoardCRM and Lightspeed Retail POS (X-Series) automations
Actions and Triggers
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 BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Create Customer
Add new customer record.
Create Customer Group
Creates a named customer group.
Create Product
Create a new product.
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Frequently Asked Questions
To start, connect both your BoardCRM and Lightspeed Retail POS (X-Series) accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Lightspeed Retail POS (X-Series) (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Lightspeed Retail POS (X-Series). This includes choosing which data fields go into which fields of Lightspeed Retail POS (X-Series), setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Lightspeed Retail POS (X-Series) 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 BoardCRM and Lightspeed Retail POS (X-Series). 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 BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn MoreAbout 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
