Connect Salesforce and Lightspeed Retail POS (X-Series)
Integrate Salesforce with Lightspeed Retail POS (X-Series) to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Add Lead To Campaign in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Create Attachment in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Create Contact in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Create Note in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Popular Salesforce + Lightspeed Retail POS (X-Series) flows
Start from a real workflow other teams are already running.
Choose a trigger
Salesforce
When this happens...
New Contact
New Lead
New Record
Updated Record
New Case Attachment
New Task
New Account
Update Contact
New Opportunity
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
Add Contact to Campaign in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowAdd Lead To Campaign in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Attachment in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Contact in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Note in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowUpdate Contact in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Lead in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowUpdate Lead in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Account in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowCreate Campaign in Salesforce when Sale Updated in Lightspeed Retail POS (X-Series)
Use this flowSupported Triggers & Actions
Everything you can automate between Salesforce and Lightspeed Retail POS (X-Series).
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Salesforce integrations.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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 Salesforce 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 Salesforce 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 Salesforce triggers actions in Lightspeed Retail POS (X-Series), and a separate workflow where Lightspeed Retail POS (X-Series) triggers actions in Salesforce. 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 Salesforce 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 Salesforce 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.
