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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Microsoft Word document is created.
Triggers when new document is created.
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.
Action is the task that follows automatically within your Microsoft Word integrations.
Creates a new Microsoft Word document from a template or blank.
Get an all existing document.
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.

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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 Microsoft Word and Lightspeed Retail POS (X-Series) accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in Lightspeed Retail POS (X-Series) (or vice versa).
Absolutely. You can customize how Microsoft Word 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 Microsoft Word 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 Microsoft Word 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.
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
Learn MoreLightspeed 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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