Connect MyDocSafe and Lightspeed Retail POS (X-Series) to Build Intelligent Automations
Ready to use MyDocSafe and Lightspeed Retail POS (X-Series) automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
New Sale
Triggers when a new sale is created or updated in Retail Lightspeed.
New Product
Triggers when a new product is created or updated in Retail Lightspeed.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create Customer
Create a new customer or update an existing customer.
Create Customer Group
Creates a named customer group.
Create Product
Create a new product in Lightspeed Retail.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Lightspeed Retail POS (X-Series) accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Lightspeed Retail POS (X-Series) (or vice versa).
Absolutely. You can customize how MyDocSafe 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 MyDocSafe 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 MyDocSafe 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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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.
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