Can ERPNext trigger actions in Zeffy, and Zeffy 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 Zeffy?

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

ERPNext + Zeffy Integration

Connect ERPNext and Zeffy 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 "Get Campaign" in Zeffy. ERPNext has 2 triggers (including Watch Document Event and Watch New Records); Zeffy has 7 actions (including Get Campaign, Get Contact, and Get Payment).

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

ERPNext triggersZeffy actions

ERPNext workflow triggers

Zeffy workflow actions

Frequently asked questions

Common questions about connecting ERPNext and Zeffy.

Connect your ERPNext and Zeffy 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.

ZeffyBrowse all Zeffy triggers, actions, and integrations.

ERPNext + Zeffy Integration

Frequently asked questions

How do I connect ERPNext and Zeffy?

What can I automate between ERPNext and Zeffy?

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

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

Explore ERPNext and Zeffy, or get started

ERPNext + Zeffy Integration

Frequently asked questions

How do I connect ERPNext and Zeffy?

What can I automate between ERPNext and Zeffy?

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

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

Explore ERPNext and Zeffy, or get started