ERPNext Integration

Create, read, update, and delete ERPNext records across selling, buying, stock, accounts, CRM, HR, projects, and manufacturing. Sync ERPNext invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Document Event arrives, automatically continue with Get Address or Get Asset.

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Supported triggers and actions for ERPNext integration

Triggers can detect changes in ERPNext and run actions that can create, search or modify data inside ERPNext automatically [3] — exactly how you set them.

Watch Document EventTriggers when a selected document event fires on an ERPNext DocType.
Watch New RecordsTriggers when a new record is created for a selected DocType.
Get AddressReturns a single address.
Get AssetReturns a single asset.
Get BOMReturns a single bom.
Get ContactReturns a single contact.
Get CustomerReturns a single customer.
Get Delivery NoteReturns a single delivery note.
Get EmployeeReturns a single employee.
Get Expense ClaimReturns a single expense claim.
Get IssueReturns a single issue.
Get ItemReturns a single item.
Get Journal EntryReturns a single journal entry.
Get LeadReturns a single lead.
Get Leave ApplicationReturns a single leave application.
Get Material RequestReturns a single material request.
Get OpportunityReturns a single opportunity.
Get Payment EntryReturns a single payment entry.
Get ProjectReturns a single project.
Get Purchase InvoiceReturns a single purchase invoice.
Get Purchase OrderReturns a single purchase order.
Get Purchase ReceiptReturns a single purchase receipt.
Get Quality InspectionReturns a single quality inspection.
Get QuotationReturns a single quotation.
Get Sales InvoiceReturns a single sales invoice.
Get Sales OrderReturns a single sales order.
Get Stock EntryReturns a single stock entry.
Get SupplierReturns a single supplier.
Get TaskReturns a single task.
Get WarehouseReturns a single warehouse.
Get Work OrderReturns a single work order.
List AddressesRetrieves a list of addresses.
List AssetsRetrieves a list of assets.
List BOMsRetrieves a list of boms.
List ContactsRetrieves a list of contacts.
List CustomersRetrieves a list of customers.
List Delivery NotesRetrieves a list of delivery notes.
List EmployeesRetrieves a list of employees.
List Expense ClaimsRetrieves a list of expense claims.
List IssuesRetrieves a list of issues.
List ItemsRetrieves a list of items.
List Journal EntriesRetrieves a list of journal entries.
List LeadsRetrieves a list of leads.
List Leave ApplicationsRetrieves a list of leave applications.
List Material RequestsRetrieves a list of material requests.
List OpportunitiesRetrieves a list of opportunities.
List Payment EntriesRetrieves a list of payment entries.
List ProjectsRetrieves a list of projects.
List Purchase InvoicesRetrieves a list of purchase invoices.
List Purchase OrdersRetrieves a list of purchase orders.
List Purchase ReceiptsRetrieves a list of purchase receipts.
List Quality InspectionsRetrieves a list of quality inspections.
List QuotationsRetrieves a list of quotations.
List Sales InvoicesRetrieves a list of sales invoices.
List Sales OrdersRetrieves a list of sales orders.
List Stock EntriesRetrieves a list of stock entries.
List SuppliersRetrieves a list of suppliers.
List TasksRetrieves a list of tasks.
List WarehousesRetrieves a list of warehouses.
List Work OrdersRetrieves a list of work orders.
Create AddressCreates a new address.
Create AssetCreates a new asset.
Create BOMCreates a new bom.
Create ContactCreates a new contact.
Create CustomerCreates a new customer.
Create Delivery NoteCreates a new delivery note.
Create EmployeeCreates a new employee.
Create Expense ClaimCreates a new expense claim.
Create IssueCreates a new issue.
Create ItemCreates a new item.
Create Journal EntryCreates a new journal entry.
Create LeadCreates a new lead.
Create Leave ApplicationCreates a new leave application.
Create Material RequestCreates a new material request.
Create OpportunityCreates a new opportunity.
Create Payment EntryCreates a new payment entry.
Create ProjectCreates a new project.
Create Purchase InvoiceCreates a new purchase invoice.
Create Purchase OrderCreates a new purchase order.
Create Purchase ReceiptCreates a new purchase receipt.
Create Quality InspectionCreates a new quality inspection.
Create QuotationCreates a new quotation.
Create Sales InvoiceCreates a new sales invoice.
Create Sales OrderCreates a new sales order.
Create Stock EntryCreates a new stock entry.
Create SupplierCreates a new supplier.
Create TaskCreates a new task.
Create WarehouseCreates a new warehouse.
Create Work OrderCreates a new work order.
Delete AddressDeletes a address.
Delete AssetDeletes a asset.
Delete BOMDeletes a bom.
Delete ContactDeletes a contact.
Delete CustomerDeletes a customer.
Delete Delivery NoteDeletes a delivery note.
Delete EmployeeDeletes a employee.
Delete Expense ClaimDeletes a expense claim.
Delete IssueDeletes a issue.
Delete ItemDeletes a item.
Delete Journal EntryDeletes a journal entry.
Delete LeadDeletes a lead.
Delete Leave ApplicationDeletes a leave application.
Delete Material RequestDeletes a material request.
Delete OpportunityDeletes a opportunity.
Delete Payment EntryDeletes a payment entry.
Delete ProjectDeletes a project.
Delete Purchase InvoiceDeletes a purchase invoice.
Delete Purchase OrderDeletes a purchase order.
Delete Purchase ReceiptDeletes a purchase receipt.
Delete Quality InspectionDeletes a quality inspection.
Delete QuotationDeletes a quotation.
Delete Sales InvoiceDeletes a sales invoice.
Delete Sales OrderDeletes a sales order.
Delete Stock EntryDeletes a stock entry.
Delete SupplierDeletes a supplier.
Delete TaskDeletes a task.
Delete WarehouseDeletes a warehouse.
Delete Work OrderDeletes a work order.
Make an API CallPerforms an arbitrary authorized API call.
Update AddressUpdates an existing address.
Update AssetUpdates an existing asset.
Update BOMUpdates an existing bom.
Update ContactUpdates an existing contact.
Update CustomerUpdates an existing customer.
Update Delivery NoteUpdates an existing delivery note.
Update EmployeeUpdates an existing employee.
Update Expense ClaimUpdates an existing expense claim.
Update IssueUpdates an existing issue.
Update ItemUpdates an existing item.
Update Journal EntryUpdates an existing journal entry.
Update LeadUpdates an existing lead.
Update Leave ApplicationUpdates an existing leave application.
Update Material RequestUpdates an existing material request.
Update OpportunityUpdates an existing opportunity.
Update Payment EntryUpdates an existing payment entry.
Update ProjectUpdates an existing project.
Update Purchase InvoiceUpdates an existing purchase invoice.
Update Purchase OrderUpdates an existing purchase order.
Update Purchase ReceiptUpdates an existing purchase receipt.
Update Quality InspectionUpdates an existing quality inspection.
Update QuotationUpdates an existing quotation.
Update Sales InvoiceUpdates an existing sales invoice.
Update Sales OrderUpdates an existing sales order.
Update Stock EntryUpdates an existing stock entry.
Update SupplierUpdates an existing supplier.
Update TaskUpdates an existing task.
Update WarehouseUpdates an existing warehouse.
Update Work OrderUpdates an existing work order.

How to integrate ERPNext in automation workflow?

3 simple steps to make your ERPNext connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select ERPNext in workflow

Pick ERPNext app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect ERPNext

When prompted, authorize access to ERPNext in WEXTL once. ERPNext credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your ERPNext account. Approve?

STEP 3

Build a workflow

Build your workflow with ERPNext yourself or with WEXTL® AI Builder. Connect ERPNext to any available integrations [5], or use HTTP node to go beyond them.

ERPNext

How ERPNext connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever ERPNext app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that ERPNext supports.

Full ERPNext API documentation

The following table illustrates what fields ERPNext integration require during authorization flow inside our workflow builder [4].

Demonstration of ERPNext connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Site URLRequired	url	The full URL of your site, with no path — for example https://erp.example.com. A trailing slash is fine.
API KeyRequired	text	Open your site, go to the User list, open the user these requests should run as, open Settings → API Access and click Generate Keys.
API SecretRequired	password	Shown once when you generate keys. Treat it like a password.

Connect ERPNext to popular apps on WEXTL

Enter a name of the other app you want to sync with ERPNext below. Click on selected app to explore integration options with ERPNext. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with ERPNext integration

Select Watch Document Event trigger from ERPNext - this will be a starting point in your automation. Whenever event happens in ERPNext, workflow will start [7] from Watch Document Event node.

Search for Create Address, connect it as the next step of integration sequence. You can use filters between Watch Document Event and Create Address, so only important data pass from Watch Document Event to the next step. WEXTL gives you full control over the process of ERPNext automation. All parts of workflow are visible on the canvas [4].

ERPNext on WEXTL has 148 modules for building finance automations. Explore ERPNext documentation for more.

ERPNext

Watch Document Event

Chargebee

Performs action

Chargebee

Triggers

ERPNext

Create Address

Demonstration of how visual ERPNext automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating ERPNext in your workflows.

ERPNext has 2 triggers, including "Watch Document Event" and "Watch New Records". Triggers are start points of the workflow, and automations may start from them.

Integration has 146 actions, including "Get Address", "Get Asset", and "Get BOM", and more. Refer to our ERPNext Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The ERPNext integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by ERPNext official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where ERPNext provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever ERPNext or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for ERPNext inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with ERPNext modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the ERPNext integration.

ERPNext integration source code, module specs and credentials implementation.
Internal ERPNext integration documentation, structured input and output parameters, scopes, and authentication methods.
Official ERPNext vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® ERPNext App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

ERPNext Integration

Supported triggers and actions for ERPNext integration