Connect Optform and Lightspeed Retail POS (X-Series) to Build Intelligent Automations
Choose a Trigger
When this happens...
Receives New Form Submission
Choose an Action
Automatically do this!
Create Customer
Create Customer Group
Create Product
Create Register Sale
Find Customers
List Store Products
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Receives New Form Submission
Runs when a new form submission is received in Optform.
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.
New Customer
Triggers when a new customer is created or updated in Retail Lightspeed.
Register Closed
Triggers when a specific register is closed in Retail Lightspeed.
Consignment Received
Triggers when a consignment received in Retail Lightspeed.
Do thisActions
Action is the task that follows automatically within your Optform integrations.
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.
Create Register Sale
Create a new POS sale
Find Customers
Find customers by any field
List Store Products
Get all store products
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Frequently Asked Questions
To start, connect both your Optform and Lightspeed Retail POS (X-Series) accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in Lightspeed Retail POS (X-Series) (or vice versa).
Absolutely. You can customize how Optform 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 Optform 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 Optform 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 Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
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
