ClickUp + Lightspeed Retail POS (X-Series)

ClickUp + Lightspeed Retail POS (X-Series) integrations

Create tasks in ClickUp for new customers in Lightspeed Retail POS (X-Series)

When a new customer is added in Lightspeed Retail POS (X-Series), this workflow effortlessly sets up a task in ClickUp. This streamlined process ensures no customer follow-up task is overlooked while you continue to generate new leads. Enhance your productivity and keep your team updated using this integration.

When this happens...
New CustomerTriggers when a customer is added.
TriggerInstant
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Create TaskCreates a new task.
ActionWrite

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More things you can do with Lightspeed Retail POS (X-Series) and ClickUp

Discover other triggers and actions you can use with Lightspeed Retail POS (X-Series) and ClickUp

New Awaiting Dispatch Sale
Triggers when a sale is awaiting shipping (with line item support). Typically a sale received from e-commerce.
Trigger
Instant
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New Customer
Triggers when a customer is added.
Trigger
Instant
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- Status
Trigger
Instant
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Received Consignment
Triggers when a consignment is received.
Trigger
Instant
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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New or Updated Outlet
Triggers when an outlet is created or updated.
Trigger
Instant
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Updated Register Closure
Triggers when a register is updated.
Trigger
Instant
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- Name
  Required
Action
Write
- Status
  Required
- User ID
  Required
- Source
- Source ID
- Register ID
- Customer ID
- Sale Date
- Note
- Short Code
- Invoice Number
- Account Transaction ID
- ID
- Product ID
  Required
- Register ID
- Sequence
- Quantity
  Required
- Price
  Required
- Cost
- Tax
  Required
- Tax ID
  Required
- ID
- Register ID
- Payment Type ID
- Payment Date
- Amount
- Register Sale Attributes
- Type
- Tax ID
Action
Write
- SKU
- Supplier ID
- Brand ID
- Tag ID
- Product Type ID
- Variant Parent ID
- Exclude Values
- Exclude: Supplier ID
- Exclude: Brand ID
- Exclude: Tag ID
- Exclude: Product Type ID
- Exclude: Variant Parent ID
- Order By
- Order Direction
- Page Size
Action
Search
- Customer Code
- Email
- First Name
- Last Name
- Company Name
- Mobile
- Phone
- Find_deleted
- Order By
- Order Direction
- Page Size
- First Name
  Required
- Last Name
  Required
- Customer Code
- Customer Group ID
- Enable Loyalty
- Email
- Note
- Gender
- Date of Birth
- Company Name
- Do Not Email
- Phone
- Mobile
- Fax
- Twitter
- Website
- Physical Address 1
- Physical Address 2
- Physical Suburb
- Physical City
- Physical Postcode
- Physical State
- Physical Country ID
- Postal Address 1
- Postal Address 2
- Postal Suburb
- Postal City
- Postal Postcode
- Postal State
- Postal Country ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- On Account Limit
Action
Search or write
- Status
- Date From
- Date To
- Invoice Number
- Customer ID
- User ID
- Outlet ID
- Order By
- Order Direction
- Page Size
- Status
  Required
- User ID
  Required
- Source
- Source ID
- Register ID
- Customer ID
- Sale Date
- Note
- Short Code
- Invoice Number
- Account Transaction ID
- ID
- Product ID
  Required
- Register ID
- Sequence
- Quantity
  Required
- Price
  Required
- Cost
- Tax
  Required
- Tax ID
  Required
- ID
- Register ID
- Payment Type ID
- Payment Date
- Amount
- Register Sale Attributes
- Type
- Tax ID
Action
Search or write
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

New Awaiting Pickup Sale
Triggers when a sale is awaiting pickup (with line item support). Typically a sale received from e-commerce.
Trigger
Instant
Try It
New Register Closure
Triggers when a register is created.
Trigger
Instant
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New Voided Sale
Triggers when a sale is cancelled (with line item support).
Trigger
Instant
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Sent Consignment
Triggers when a consignment is sent.
Trigger
Instant
Try It
Updated Inventory
Triggers when a product’s inventory is updated. If a product does not use inventory tracking, this trigger won’t fire.
Trigger
Instant
Try It
New or Updated Product
Triggers when a product is created or updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Customer Code
- Customer Group ID
- Enable Loyalty
- Email
- Note
- Gender
- Date of Birth
- Company Name
- Do Not Email
- Phone
- Mobile
- Fax
- Twitter
- Website
- Physical Address 1
- Physical Address 2
- Physical Suburb
- Physical City
- Physical Postcode
- Physical State
- Physical Country ID
- Postal Address 1
- Postal Address 2
- Postal Suburb
- Postal City
- Postal Postcode
- Postal State
- Postal Country ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- On Account Limit
Action
Write
- Name
  Required
- Description
- Handle
- SKU
- Type
- Code
- Source
- Source ID
- Source Variant ID
- Active
- Price Including Tax
- Price Excluding Tax
- Supply Price
- Supply ID
- Supplier Code
- Supplier ID
- Price
- Code
- Product Type ID
- Product Category ID
- Brand ID
- Tag IDs
- Attributes: Key
- Attributes: Value
- Type
- Location
- Current Amount
- Outlet ID
- Reorder Amount
- Reorder Point
- Account Code Sale
- Account Code Purchase
- Loyalty Amount
- Weight
- Weight Unit
- Length
- Width
- Height
- Dimensions Unit
- Current Amount
- Outlet ID
Action
Write
- Customer Code
- Email
- First Name
- Last Name
- Company Name
- Mobile
- Phone
- Find_deleted
- Order By
- Order Direction
- Page Size
Action
Search
- Status
- Date From
- Date To
- Invoice Number
- Customer ID
- User ID
- Outlet ID
- Order By
- Order Direction
- Page Size
Action
Search
- SKU
- Supplier ID
- Brand ID
- Tag ID
- Product Type ID
- Variant Parent ID
- Exclude Values
- Exclude: Supplier ID
- Exclude: Brand ID
- Exclude: Tag ID
- Exclude: Product Type ID
- Exclude: Variant Parent ID
- Order By
- Order Direction
- Page Size
- Name
  Required
- Description
- Handle
- SKU
- Type
- Code
- Source
- Source ID
- Source Variant ID
- Active
- Price Including Tax
- Price Excluding Tax
- Supply Price
- Supply ID
- Supplier Code
- Supplier ID
- Price
- Code
- Product Type ID
- Product Category ID
- Brand ID
- Tag IDs
- Attributes: Key
- Attributes: Value
- Type
- Location
- Current Amount
- Outlet ID
- Reorder Amount
- Reorder Point
- Account Code Sale
- Account Code Purchase
- Loyalty Amount
- Weight
- Weight Unit
- Length
- Width
- Height
- Dimensions Unit
- Current Amount
- Outlet ID
Action
Search or write
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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About Lightspeed Retail POS (X-Series)

Lightspeed Retail POS (X-Series) is a cloud-based POS and retail management software that lets retailers run their business in-store, online, and via mobile.

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Related categories

Accounting