--- title: "Connect Lightspeed Retail POS (X-Series) to TemplateDocs - APIANT.ai" description: "When \"Updated Customer\" fires in Lightspeed Retail POS (X-Series), your agent runs \"Add template\" in TemplateDocs." canonical: "https://apiant.ai/connect/lightspeed-retail-pos-x-series-to-templatedocs" --- # Connect Lightspeed Retail POS (X-Series) to TemplateDocs When **Updated Customer** fires in [Lightspeed Retail POS (X-Series)](https://apiant.ai/connections/lightspeed-retail-pos-x-series), your agent runs **Add template** in [TemplateDocs](https://apiant.ai/connections/templatedocs). Describe the whole flow and it is built, tested on every scenario and kept running. Lightspeed Retail POS (X-Series) **1** trigger Lightspeed Retail POS (X-Series) **14** actions TemplateDocs **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Lightspeed Retail POS (X-Series) and TemplateDocs 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 Lightspeed Retail POS (X-Series) can start in TemplateDocs - When **Updated Customer** in Lightspeed Retail POS (X-Series) then **Add template** in TemplateDocs - When **Updated Customer** in Lightspeed Retail POS (X-Series) then **Update template** in TemplateDocs 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 TemplateDocs ## Triggers and actions 1 trigger · 19 actions - 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. - Action **Add template** Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it. - Action **Delete template** Removes a template from your TemplateDocs account. - Action **Get template** Returns the details of one template, including its name, size, checksum and the placeholder tags it contains. - Action **List templates** Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags. - Action **Update template** Renames a template or changes its settings. Returns the id of the template that was updated. ## Each app on its own - [ **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) - [ **TemplateDocs** TemplateDocs is a tool for creating documents from templates.](https://apiant.ai/connections/templatedocs) Reviews ## What our customers say ## More from Lightspeed Retail POS (X-Series) - [ **Lightspeed Retail POS (X-Series) to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lightspeed-retail-pos-x-series-to-salesforce) - [ **Lightspeed Retail POS (X-Series) to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lightspeed-retail-pos-x-series-to-slack) - [ **Lightspeed Retail POS (X-Series) to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/lightspeed-retail-pos-x-series-to-mailchimp) - [ **Lightspeed Retail POS (X-Series) to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/lightspeed-retail-pos-x-series-to-stripe) - [ **Lightspeed Retail POS (X-Series) to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/lightspeed-retail-pos-x-series-to-shopify) - [ **Lightspeed Retail POS (X-Series) to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/lightspeed-retail-pos-x-series-to-quickbooks-online) ## More into TemplateDocs - [ **Goaffpro to TemplateDocs** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-templatedocs) - [ **Mailjet to TemplateDocs** Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails.](https://apiant.ai/connect/mailjet-to-templatedocs) - [ **Perigon to TemplateDocs** REST API for real-time news search, monitoring, and enriched data on companies, people, and topics.](https://apiant.ai/connect/perigon-to-templatedocs) - [ **HubSpot to TemplateDocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templatedocs) - [ **Salesforce to TemplateDocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templatedocs) - [ **Slack to TemplateDocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templatedocs) Questions ## Lightspeed Retail POS (X-Series) and TemplateDocs, 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 TemplateDocs when something happens in Lightspeed Retail POS (X-Series)? Any of TemplateDocs's 5 actions, including Update template, Add template, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TemplateDocs to Lightspeed Retail POS (X-Series)? TemplateDocs has no triggers in the catalog today, so automations start in Lightspeed Retail POS (X-Series). If you need the other direction, ask: your agent reads TemplateDocs's API documentation and adds it. ### ### Do I have to build a connector for Lightspeed Retail POS (X-Series) or TemplateDocs? 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 TemplateDocs 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.