Customer CRM
Organize customer identifiers, lead sources, notes and sales stages in LarkBase. Agree on deduplication and the source of truth for shared fields.
Pancake POS + LarkBase
Connect sales orders to the work that follows.
Connect Pancake POS order data to LarkBase CRM through n8n. Scope customer records, contracts, tasks, receivables and commission rules around your sales process.
Discuss your POS and CRM workflowPancake handles sales conversations and orders; LarkBase organizes downstream operations. Data fields, sync direction, update intervals and exception rules are agreed before implementation, not assumed to work out of the box.
Connected modules for your sales process
Contracts and order follow-up
Link selected Pancake POS orders to contract records and their status. Define which changes are synchronized and who approves the next step.
Tasks and delivery progress
Connect customer and contract records to assigned work, deadlines and reminders for the responsible team.
Receivables and payments
Track deposits, installments and balances against the agreed contract or order. Define reconciliation and overdue follow-up responsibilities.
Sales commission
Configure agreed commission rules and reporting by salesperson or period. Confirm completion conditions and exceptions before calculations are accepted.
Define the data handoff before automation
Step 1
Map the sales-to-operations flow
Review customer conversations, order creation and the downstream records needed by sales, delivery and finance.
Step 2
Define the n8n bridge
Scope scheduled polling of the Pancake POS API, transform selected data and write it into LarkBase. Confirm API access, identifiers and sync intervals; do not assume native POS webhooks.
Step 3
Test updates and exceptions
Check new and changed orders, customer matching, duplicate prevention and failed updates before enabling notifications or dependent calculations.
Step 4
Hand over the operating system
Review permissions, dashboards and agreed acceptance criteria. Document synchronization, recovery steps and the owner of each workflow.
Questions before implementation
Does LarkBase replace Pancake POS?
No. Pancake remains the place for sales conversations and order creation. LarkBase organizes the CRM and operational records that follow, connected through an agreed n8n integration.
Does the integration assume native Pancake POS webhooks?
No. The described integration uses scheduled polling of the POS API through n8n. We confirm current API capabilities, access and update intervals before implementation rather than promising instant synchronization.
Are contracts, receivables and commissions all included by default?
These are available implementation areas, not an unlimited standard package. We select modules, fields, rules, permissions and acceptance criteria based on your process. Pricing and timeline follow that agreed scope.
Can data flow in both directions?
Sync direction is a design decision based on API capabilities and field ownership. We define which system owns each record and how conflicting updates are handled before implementing any reverse updates.
How are operating costs handled?
Pancake, LarkSuite, n8n hosting and support requirements depend on your setup. Platform subscriptions and ongoing operating responsibilities are confirmed separately from the implementation scope.
Start with the handoff between sales and operations.
Share your Pancake setup, current LarkBase records, needed modules and the updates your team currently copies by hand.
Discuss your POS and CRM workflow