What actions can I run in ERPNext?

146 actions are available, including "Get Address", "Get Asset", and "Get BOM", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

ERPNext Integrations

Create, read, update, and delete ERPNext records across selling, buying, stock, accounts, CRM, HR, projects, and manufacturing. Sync ERPNext invoices, payments, and ledgers with CRM, billing, and ops tools.

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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.

When to use ERPNext

Common scenarios where ERPNext automation saves time and reduces manual work.

Use ERPNext's "Watch Document Event" trigger to react the instant an event occurs and push data into connected tools.
Run "Get Asset" in ERPNext from any upstream event — map fields once and let the automation handle the rest.
Include "Get Address" from ERPNext in larger multi-tool workflows to move data end-to-end without hand-offs.

Frequently asked questions

Common questions about automating ERPNext in your workflows.

ERPNext has 2 triggers, including "Watch Document Event" and "Watch New Records". Use them to start workflows the moment ERPNext events fire — no polling required.

ERPNext Integrations

When to use ERPNext

Frequently asked questions

ERPNext Integrations

When to use ERPNext

Connect ERPNext to any app in workflows

Frequently asked questions

Connect ERPNext to any app in workflows

Connect ERPNext to any app in workflows

Connect ERPNext to any app in workflows

ERPNext Integrations

ERPNext triggers and actions

When to use ERPNext

Frequently asked questions

What triggers does ERPNext support?

What actions can I run in ERPNext?

Do I need to write code to automate this?

Is the integration secure?

ERPNext Integrations

ERPNext triggers and actions

When to use ERPNext

Connect ERPNext to any app in workflows

Frequently asked questions

What triggers does ERPNext support?

What actions can I run in ERPNext?

Do I need to write code to automate this?

Is the integration secure?

Connect ERPNext to any app in workflows

Connect ERPNext to any app in workflows

Connect ERPNext to any app in workflows