--- title: "Connect CRM in Cloud and Lightspeed Retail POS (X-Series) - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create Customer\" in Lightspeed Retail POS (X-Series)." canonical: "https://apiant.ai/connect/crm-in-cloud-to-lightspeed-retail-pos-x-series" --- # Connect CRM in Cloud and Lightspeed Retail POS (X-Series) When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create Customer** in [Lightspeed Retail POS (X-Series)](https://apiant.ai/connections/lightspeed-retail-pos-x-series), or **Updated Customer** in Lightspeed Retail POS (X-Series) to **Create or Update Contact** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** actions Lightspeed Retail POS (X-Series) **1** trigger Lightspeed Retail POS (X-Series) **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CRM in Cloud and Lightspeed Retail POS (X-Series) to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CRM in Cloud and Lightspeed Retail POS (X-Series) can do together ### From CRM in Cloud to Lightspeed Retail POS (X-Series) - When **New or Updated Company** in CRM in Cloud then **Create Customer** in Lightspeed Retail POS (X-Series) - When **New or Updated Contact** in CRM in Cloud then **Create Customer Group** in Lightspeed Retail POS (X-Series) ### From Lightspeed Retail POS (X-Series) to CRM in Cloud - When **Updated Customer** in Lightspeed Retail POS (X-Series) then **Create or Update Contact** in CRM in Cloud - When **Updated Customer** in Lightspeed Retail POS (X-Series) then **Create or Update Lead** in CRM in Cloud Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CRM in Cloud and Lightspeed Retail POS (X-Series) ## Triggers and actions 5 triggers · 21 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. - Trigger **Updated Customer** Triggers when a customer is updated. - Action **Add Product to Consignment** Adds a product line to a consignment in Lightspeed Retail, with its expected count and cost. - Action **Add Stock Adjustment** Adjusts a product's stock level at an outlet, recording the reason such as stock found, damage or theft. - Action **Create Consignment** Creates a consignment in Lightspeed Retail: a supplier order, outlet transfer, supplier return or inventory count. - Action **Create Customer** Creates a new customer. - Action **Create Customer Group** Creates a new customer group. - Action **Create Product** Creates a new product. - Action **Get Consignment** Returns a single consignment from Lightspeed Retail by its id, with its type, status and dates. - Action **Get customer** Returns a single customer by its id. - Action **Get product** Get a product by id. - Action **Get sale** Get a sale by id. - Action **List outlets** List all outlets. - Action **List Registers** Returns the registers in the Lightspeed Retail store, with their outlet and whether each is open. - Action **Update Consignment** Updates a consignment in Lightspeed Retail, such as moving a supplier order from open to sent, dispatched or received. - Action **Update customer** Update an existing customer. ## Each app on its own - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **Lightspeed Retail POS (X-Series)** Lightspeed Retail POS (X-Series) is a cloud-based POS and retail management software that lets retailers run...](https://apiant.ai/connections/lightspeed-retail-pos-x-series) Reviews ## What our customers say ## More from CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into Lightspeed Retail POS (X-Series) - [ **HubSpot to Lightspeed Retail POS (X-Series)** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lightspeed-retail-pos-x-series) - [ **Google Sheets to Lightspeed Retail POS (X-Series)** Google Sheets](https://apiant.ai/connect/google-sheets-to-lightspeed-retail-pos-x-series) - [ **Gmail to Lightspeed Retail POS (X-Series)** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lightspeed-retail-pos-x-series) - [ **Google Calendar to Lightspeed Retail POS (X-Series)** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lightspeed-retail-pos-x-series) - [ **Google Drive to Lightspeed Retail POS (X-Series)** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lightspeed-retail-pos-x-series) - [ **ActiveCampaign to Lightspeed Retail POS (X-Series)** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lightspeed-retail-pos-x-series) Questions ## CRM in Cloud and Lightspeed Retail POS (X-Series), answered ### ### What can start an automation from CRM in Cloud? Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lightspeed Retail POS (X-Series) when something happens in CRM in Cloud? Any of Lightspeed Retail POS (X-Series)'s 14 actions, including Create Consignment, Create Customer, Create Customer Group and Create Product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lightspeed Retail POS (X-Series) to CRM in Cloud? Yes. When something happens in Lightspeed Retail POS (X-Series), your agent can act in CRM in Cloud too. This page covers both directions: Lightspeed Retail POS (X-Series)'s triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud or Lightspeed Retail POS (X-Series)? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CRM in Cloud and Lightspeed Retail POS (X-Series) without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.