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RetaileCommercePOS

Post Shopify Orders to Lightspeed Retail X and Issue Gift Cards

Post each Shopify order as a sale in Lightspeed Retail X, issue gift cards in both systems for gift card orders and alert Microsoft Teams on failure

Apps used in this template

Shopify
Shopify
Lightspeed XRetail
Lightspeed XRetail
Microsoft Outlook
Microsoft Outlook
Airtable
Airtable
Microsoft Teams
Microsoft Teams
Shopify
Lightspeed XRetail
Microsoft Outlook
Airtable
Microsoft Teams

About this template

What This Workflow Does

Online orders that never reach the POS leave sales and gift cards split across two systems. This template starts on each new Shopify order, matches items by SKU, posts the sale in Lightspeed Retail X and, for gift card orders, issues the card in both systems and emails the buyer.

Key benefits

  • Online sales in the POS — Shopify orders post as sales in Lightspeed Retail X.
  • Gift cards in both systems — Gift cards bought online are created in Lightspeed Retail X and Shopify.
  • Line-item accuracy — Each order line is matched to a Lightspeed Retail X product by SKU.
  • Same-day failure alerts — Failed orders and gift cards trigger a Microsoft Teams message.

Template details

Steps
6
Apps
5 integrations
Flow
Shopify to Lightspeed Retail X, reference back to Shopify
Mode
Triggered
Category
RetaileCommercePOS
Version
v1.0

Inside the flow

How the template works

When a new Shopify order is placed and passes an eligibility check, the flow matches each item in Lightspeed Retail X by SKU. Gift card orders post the sale to the buyer, found by email, and issue the card in both systems; other orders post as standard sales.

01

Detect and check the order

The flow starts when a new order is placed on Shopify. Orders that fail the eligibility check are left alone.

02

Match items by SKU

Each order line is looked up in Lightspeed Retail X by SKU, then the results are gathered into one order.

03

Route the order

Orders with a gift card take the gift card route. All other orders take the standard sale route.

04

Post the gift card sale

The buyer is found in Lightspeed Retail X by email and the sale is created. The Lightspeed reference is written back to the Shopify order.

05

Issue and confirm the gift card

The gift card is created in Lightspeed Retail X and in Shopify. On success, Microsoft Outlook emails the buyer and Airtable logs the card; on failure, Microsoft Teams is alerted.

06

Post standard sales and alert on failure

Other orders are posted as sales in Lightspeed Retail X with the reference sent back to Shopify. If a sale fails, Microsoft Teams gets a message naming the order.

Business Benefits

What retail and operations teams gain when online orders and gift cards reach the POS on their own

01

Every online order in the POS

Shopify orders reach Lightspeed Retail X without re-typing.

02

Gift cards ready to use

Cards bought online exist in both systems with no manual setup.

03

Accurate sale lines

SKU matching records exactly what the customer bought.

04

Buyers told right away

An email goes out as soon as the gift card is ready.

05

Problems caught the same day

Failures alert the team in Microsoft Teams while they are easy to fix.

01

Every online order in the POS

Shopify orders reach Lightspeed Retail X without re-typing.

02

Gift cards ready to use

Cards bought online exist in both systems with no manual setup.

03

Accurate sale lines

SKU matching records exactly what the customer bought.

04

Buyers told right away

An email goes out as soon as the gift card is ready.

05

Problems caught the same day

Failures alert the team in Microsoft Teams while they are easy to fix.

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Customize the flow

Build Your Own Version of This Workflow

Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.

01

New products created

On new products created in Shopify.

02

New orders created

On new orders created in Shopify.

03

New Gift Cards Created

Triggers when a new gift card is created in Shopify.

04

New Abandoned Checkout

Triggers when a new abandoned checkout is created in Shopify.

05

Fulfillment Created

Triggers when a fulfillment is created in Shopify. Select whether to fetch partially fulfilled or fully fulfilled orders.

06

New Company Created

Triggers when a new company is created in Shopify.

07

Orders Cancelled

Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null.

08

New Draft Orders Created

Triggers when a new draft order is created in Shopify.

09

Orders updated

On orders updated in Shopify.

10

New Refund Created

Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items.

11

Products updated

On products updated in Shopify.

12

New Company Location Created

Triggers when a new company location is created in Shopify.

13

New customers created

On new customers created in Shopify.

14

Customers updated

On customers updated in Shopify.

15

New Return Created

Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

How does Shopify to Lightspeed order and gift card sync work?

When a new Shopify order is placed, the flow matches each item by SKU and posts the sale in Lightspeed Retail X. Gift card orders also create the card in both systems and email the buyer.

How are products matched?

How is the buyer found for gift card orders?

What happens when something fails?

What needs to be in place before it runs?

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Hans Engstrom
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Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
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appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
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Niagara Warenhandels GmbH
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Golden Toys
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Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
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MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
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appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
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Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery

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