Integration
Connect Lightspeed Retail POS (X-Series) and PandaDoc
When Updated Customer fires in Lightspeed Retail POS (X-Series), your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Create Customer in Lightspeed Retail POS (X-Series). Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Lightspeed Retail POS (X-Series) and PandaDoc to do together?
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Claude Code
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Claude Code guide (opens in a new tab)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.
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Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
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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.
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Setup guide (opens in a new tab)Example flows
What Lightspeed Retail POS (X-Series) and PandaDoc can do together
From Lightspeed Retail POS (X-Series) to PandaDoc
When Updated Customer in Lightspeed Retail POS (X-Series)
then Create contact in PandaDoc
From PandaDoc to Lightspeed Retail POS (X-Series)
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 Lightspeed Retail POS (X-Series) and PandaDoc
Triggers and actions 4 triggers · 33 actions
- Updated Customer
Triggers when a customer is updated.
- Add Product to Consignment
Adds a product line to a consignment in Lightspeed Retail, with its expected count and cost.
- Add Stock Adjustment
Adjusts a product's stock level at an outlet, recording the reason such as stock found, damage or theft.
- Create Consignment
Creates a consignment in Lightspeed Retail: a supplier order, outlet transfer, supplier return or inventory count.
- Create Customer
Creates a new customer.
- Create Customer Group
Creates a new customer group.
- Create Product
Creates a new product.
- Get Consignment
Returns a single consignment from Lightspeed Retail by its id, with its type, status and dates.
- Get customer
Returns a single customer by its id.
- Get product
Get a product by id.
- Get sale
Get a sale by id.
- List outlets
List all outlets.
- List Registers
Returns the registers in the Lightspeed Retail store, with their outlet and whether each is open.
- Update Consignment
Updates a consignment in Lightspeed Retail, such as moving a supplier order from open to sent, dispatched or received.
- Update customer
Update an existing customer.
- Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
- Document completed (instant)
Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates an existing contact by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Lightspeed Retail POS (X-Series) and PandaDoc, answered
What can start an automation from Lightspeed Retail POS (X-Series)?
Any of Lightspeed Retail POS (X-Series)'s 1 trigger in the catalog, including Updated Customer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Lightspeed Retail POS (X-Series)?
Any of PandaDoc's 19 actions, including Create contact, Create document from template, Create document link and Send document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PandaDoc to Lightspeed Retail POS (X-Series)?
Yes. When something happens in PandaDoc, your agent can act in Lightspeed Retail POS (X-Series) too. This page covers both directions: PandaDoc's triggers and Lightspeed Retail POS (X-Series)'s actions are listed here as well.
Do I have to build a connector for Lightspeed Retail POS (X-Series) or PandaDoc?
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 Lightspeed Retail POS (X-Series) and PandaDoc 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.