Connect Espo CRM and Lightspeed Retail POS (X-Series) to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create or Update 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
Ready to use Espo CRM and Lightspeed Retail POS (X-Series) automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create or Update Customer
Add or update customer record
Create Customer Group
Creates a named customer group.
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Frequently Asked Questions
To start, connect both your Espo CRM and Lightspeed Retail POS (X-Series) accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Lightspeed Retail POS (X-Series) (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business 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
