Lightspeed Retail POS (X-Series) + Microsoft Outlook
Send emails via Microsoft Outlook whenever new customers are added in Lightspeed Retail POS (X-Series)
This workflow steps in whenever there's a new customer in Lightspeed Retail POS (X-Series), sending off an email via Microsoft Outlook. Setting up this automation ensures that every new client is promptly acknowledged, fostering customer engagement and positive relationships. Save time and enhance efficiency by letting this task be handled for you.
This workflow steps in whenever there's a new customer in Lightspeed Retail POS (X-Series), sending off an email via Microsoft Outlook. Setting up this automation ensures that every new client is promptly acknowledged, fostering customer engagement and positive relationships. Save time and enhance efficiency by letting this task be handled for you.
- When this happens...
New CustomerTriggers when a customer is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send EmailSend an email from your Outlook account.
ActionWriteCreate a new record or update an existing record in your app.
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New Awaiting Dispatch Sale
Triggers when a sale is awaiting shipping (with line item support). Typically a sale received from e-commerce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Received Consignment
Triggers when a consignment is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Outlet
Triggers when an outlet is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Register Closure
Triggers when a register is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
User IDRequired
Source
Source ID
Register ID
Customer ID
Sale Date
Note
Short Code
Invoice Number
Account Transaction ID
ID
Product IDRequired
Register ID
Sequence
QuantityRequired
PriceRequired
Cost
TaxRequired
Tax IDRequired
ID
Register ID
Payment Type ID
Payment Date
Amount
Register Sale Attributes
Type
Tax ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Code
Email
First Name
Last Name
Company Name
Mobile
Phone
Find Deleted
Order By
Order Direction
Page Size
First NameRequired
Last NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStatus
Date From
Date To
Invoice Number
Customer ID
User ID
Outlet ID
Order By
Order Direction
Page Size
StatusRequired
User IDRequired
Source
Source ID
Register ID
Customer ID
Sale Date
Note
Short Code
Invoice Number
Account Transaction ID
ID
Product IDRequired
Register ID
Sequence
QuantityRequired
PriceRequired
Cost
TaxRequired
Tax IDRequired
ID
Register ID
Payment Type ID
Payment Date
Amount
Register Sale Attributes
Type
Tax ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distribution listRequired
User emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Categories to RemoveRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ImportanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup email address or IDRequired
Search Term
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Awaiting Pickup Sale
Triggers when a sale is awaiting pickup (with line item support). Typically a sale received from e-commerce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Register Closure
Triggers when a register is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Voided Sale
Triggers when a sale is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Consignment
Triggers when a consignment is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Inventory
Triggers when a product’s inventory is updated. If a product does not use inventory tracking, this trigger won’t fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Product
Triggers when a product is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Last NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Code
Email
First Name
Last Name
Company Name
Mobile
Phone
Find Deleted
Order By
Order Direction
Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your appStatus
Date From
Date To
Invoice Number
Customer ID
User ID
Outlet ID
Order By
Order Direction
Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your appSKU
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
NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Destination FolderRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body Format
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Email IDRequired
To RecipientsRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appShared Mailbox
Email IDRequired
Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Lightspeed Retail POS (X-Series)
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