Connect MyDocSafe and Lightspeed Retail POS (X-Series)
Integrate MyDocSafe with Lightspeed Retail POS (X-Series) to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Create Customer Group in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Create Product in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Create Register Sale in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Update Product in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Popular MyDocSafe + Lightspeed Retail POS (X-Series) flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
Lightspeed Retail POS (X-Series)
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
Create Customer in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowCreate Customer Group in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowCreate Product in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowCreate Register Sale in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowUpdate Product in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowUpdate Customer in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowSearch Customers in Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowList Store Products from Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowList Store Users from Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowList Store Registers from Lightspeed Retail POS (X-Series) when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Lightspeed Retail POS (X-Series).
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.
Sale Updated
Runs when sale is updated
Product Changes
Runs when product changes
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
Add new customer record.
Create Customer Group
Creates a named customer group.
Create Product
Create a new product.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Lightspeed Retail POS (X-Series) accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and Lightspeed Retail POS (X-Series) as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lightspeed Retail POS (X-Series). No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Lightspeed Retail POS (X-Series), and a separate workflow where Lightspeed Retail POS (X-Series) triggers actions in MyDocSafe. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MyDocSafe and Lightspeed Retail POS (X-Series). Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Lightspeed Retail POS (X-Series) integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
