Requirements
Connecting ERPNext takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your ERPNext credentials
- Site URLurlRequired
The full URL of your site, with no path — for example https://erp.example.com. A trailing slash is fine.
[1] - API KeytextRequired
Open your site, go to the User list, open the user these requests should run as, open Settings → API Access and click Generate Keys.
[1] - API SecretpasswordRequired
Shown once when you generate keys. Treat it like a password.
[1]
Connect ERPNext in WEXTL
- Log in to your WEXTL account, add the ERPNext node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your ERPNext account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
ERPNext node modules
The list below is a reference of every ERPNext node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any ERPNext node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch Document EventTrigger
Output fields[3]
| Field | Type |
|---|---|
| Name | text |
| DocType | text |
Watch New RecordsTrigger
Get AddressSearch
Get ContactSearch
Get CustomerSearch
Get Delivery NoteSearch
Get EmployeeSearch
Get Expense ClaimSearch
Get Journal EntrySearch
Get Leave ApplicationSearch
Get Material RequestSearch
Get OpportunitySearch
Get Payment EntrySearch
Get ProjectSearch
Get Purchase InvoiceSearch
Get Purchase OrderSearch
Get Purchase ReceiptSearch
Get Quality InspectionSearch
Get QuotationSearch
Get Sales InvoiceSearch
Get Sales OrderSearch
Get Stock EntrySearch
Get SupplierSearch
Get WarehouseSearch
Get Work OrderSearch
List AddressesSearch
List AssetsSearch
List BOMsSearch
List ContactsSearch
List CustomersSearch
List Delivery NotesSearch
List EmployeesSearch
List Expense ClaimsSearch
List IssuesSearch
List ItemsSearch
List Journal EntriesSearch
List LeadsSearch
List Leave ApplicationsSearch
List Material RequestsSearch
List OpportunitiesSearch
List Payment EntriesSearch
List ProjectsSearch
List Purchase InvoicesSearch
List Purchase OrdersSearch
List Purchase ReceiptsSearch
List Quality InspectionsSearch
List QuotationsSearch
List Sales InvoicesSearch
List Sales OrdersSearch
List Stock EntriesSearch
List SuppliersSearch
List TasksSearch
List WarehousesSearch
List Work OrdersSearch
Create AddressAction
Create AssetAction
Create BOMAction
Create ContactAction
Create CustomerAction
Create Delivery NoteAction
Create EmployeeAction
Create Expense ClaimAction
Create IssueAction
Create ItemAction
Create Journal EntryAction
Create Leave ApplicationAction
Create Material RequestAction
Create OpportunityAction
Create Payment EntryAction
Create ProjectAction
Create Purchase InvoiceAction
Create Purchase OrderAction
Create Purchase ReceiptAction
Create Quality InspectionAction
Create QuotationAction
Create Sales InvoiceAction
Create Sales OrderAction
Create Stock EntryAction
Create SupplierAction
Create TaskAction
Create WarehouseAction
Create Work OrderAction
Delete Delivery NoteAction
Delete Expense ClaimAction
Delete Journal EntryAction
Delete Leave ApplicationAction
Delete Material RequestAction
Delete Payment EntryAction
Delete Purchase InvoiceAction
Delete Purchase OrderAction
Delete Purchase ReceiptAction
Delete Quality InspectionAction
Delete Sales InvoiceAction
Make an API Calluniversal
Update AddressAction
Update AssetAction
Update BOMAction
Update ContactAction
Update CustomerAction
Update Delivery NoteAction
Update EmployeeAction
Update Expense ClaimAction
Update IssueAction
Update ItemAction
Update Journal EntryAction
Update LeadAction
Update Leave ApplicationAction
Update Material RequestAction
Update OpportunityAction
Update Payment EntryAction
Update ProjectAction
Update Purchase InvoiceAction
Update Purchase OrderAction
Update Purchase ReceiptAction
Update Quality InspectionAction
Update QuotationAction
Update Sales InvoiceAction
Update Sales OrderAction
Update Stock EntryAction
Update SupplierAction
Update TaskAction
Update WarehouseAction
Templates
Look for ERPNext templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Chargebee[2]Subscription billing for customers, plans, invoices, and payments.
- AdyenGlobal payment platform for online, in-person, and unified commerce transactions.
- BilltrustB2B accounts receivable and payment automation platform for invoices, collections, and cash application.
- BillingoHungarian online invoicing and billing platform for creating invoices, tracking payments, and managing customers.
- CapiumCloud accounting and practice management platform for accountants, covering invoicing, expenses, payments, and client communications.
References
- WEXTL® ERPNext Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for ERPNext.
- WEXTL® visual workflow builder data.
Last updated: Sep 3, 2026 08:03