Integrations Docugami Lightspeed Retail POS (X-Series)
Docugami + Lightspeed Retail POS (X-Series)

Connect Docugami and Lightspeed Retail POS (X-Series) to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

Lightspeed Retail POS (X-Series)

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Ready to use Docugami and Lightspeed Retail POS (X-Series) automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

New Sale

New Sale

Triggers when a new sale is created or updated in Retail Lightspeed.

New Product

New Product

Triggers when a new product is created or updated in Retail Lightspeed.

New Customer

New Customer

Triggers when a new customer is created or updated in Retail Lightspeed.

Register Closed

Register Closed

Triggers when a specific register is closed in Retail Lightspeed.

Do thisActions

Action is the task that follows automatically within your Docugami integrations.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Create Customer

Create Customer

Create a new customer or update an existing customer.

Create Customer Group

Create Customer Group

Creates a named customer group.

Create Product

Create Product

Create a new product in Lightspeed Retail.

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Frequently Asked Questions

How do I start an integration between Docugami and Lightspeed Retail POS (X-Series)?

To start, connect both your Docugami and Lightspeed Retail POS (X-Series) accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Lightspeed Retail POS (X-Series) (or vice versa).

Can we customize how data from Docugami is recorded in Lightspeed Retail POS (X-Series)?

Absolutely. You can customize how Docugami 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.

How often does the data sync between Docugami and Lightspeed Retail POS (X-Series)?

The data sync between Docugami 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.

Can I filter or transform data before sending it from Docugami to Lightspeed Retail POS (X-Series)?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docugami and Lightspeed Retail POS (X-Series)?

Yes, you can set conditional logic to control the flow of data between Docugami 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.

Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

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Lightspeed Retail POS (X-Series)

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.

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