Can ERPNext trigger actions in Workiva, and Workiva in ERPNext?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it.

Do I need to write code to integrate ERPNext and Workiva?

No. ERPNext-to-Workiva automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

ERPNext + Workiva Integration

Connect ERPNext and Workiva to automate finance work — trigger in one app, run actions in the other, wired in minutes.

Example: when ERPNext's "Watch Document Event" fires, WEXTL can "Create a File" in Workiva. ERPNext has 2 triggers (including Watch Document Event and Watch New Records); Workiva has 29 actions (including Create a File, Create a Group, and Create an Organization User).

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ERPNext triggersWorkiva actions

ERPNext workflow triggers

Workiva workflow actions

Frequently asked questions

Common questions about connecting ERPNext and Workiva.

Connect your ERPNext and Workiva accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them.

ERPNextBrowse all ERPNext triggers, actions, and integrations.

WorkivaBrowse all Workiva triggers, actions, and integrations.

ERPNext + Workiva Integration

Frequently asked questions

How do I connect ERPNext and Workiva?

What can I automate between ERPNext and Workiva?

Can ERPNext trigger actions in Workiva, and Workiva in ERPNext?

Do I need to write code to integrate ERPNext and Workiva?

Explore ERPNext and Workiva, or get started

ERPNext + Workiva Integration

Frequently asked questions

How do I connect ERPNext and Workiva?

What can I automate between ERPNext and Workiva?

Can ERPNext trigger actions in Workiva, and Workiva in ERPNext?

Do I need to write code to integrate ERPNext and Workiva?

Explore ERPNext and Workiva, or get started