What actions can I run in Sankhya?

80 actions are available, including "Calculate Sales Taxes", "Check for Integration Inconsistencies", and "Create a Contextualized Product Price", 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.

Sankhya Integrations

Cloud ERP and business management suite for finance and operations. Wire Sankhya into workflows so reconciliations and notifications stay accurate.

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Watch Alternative ProductsTriggers when alternative products are available.
Watch CompaniesTriggers when new companies are added or changes occur in existing companies.
Watch CustomersTriggers when new customers are created or existing customers are updated.
Watch DepartmentsTriggers when a department is updated or added.
Watch Employee AbsencesTriggers when an employee absence is recorded.
Watch Employee Incident ReportsTriggers when a new employee incident report is created.
Watch EmployeesTriggers when a new employee is created.
Watch ExpenseTriggers when a new expense is created.
Watch FunctionsTriggers when a new function record is created.
Watch OccurencesTriggers when a new occurrence is created.
Watch OffensesTriggers when a new offense record is created.
Watch PostionsTriggers when a new position is created.
Watch ProductsTriggers when a new product is created.
Watch Trade UnionsTriggers when a new trade union record is created.
Calculate Sales TaxesCalculates sales taxes based on given parameters and returns the total amount including taxes.
Check for Integration InconsistenciesReturns the list of inconsistencies identified in the HCM integration routines.
Create a Contextualized Product PriceCreates a new contextualized product price.
Get a CompanyReturns a specific company details based on the parameter sent in the request.
Get a DepartmentReturns a specific department based on the parameter sent in the request.
Get a FunctionReturns a specific function based on the parameter sent in the request.
Get an EmployeeReturns the data of an employee.
Get an OccurrenceReturns a specific occurrence history based on the parameter sent in the request.
Get a POS CashierReturns the `codigoCaixa` that is open for the criteria sent for querying.
Get a PositionReturns a specific job title based on the parameter sent in the request.
Get a ProductReturns a specific product based on the parameter sent in the request.
Get a Product GroupReturns a specific product group based on the parameter sent in the request.
Get a Product LocationReturns a specific stock location based on the parameter sent in the request.
Get a Product VolumeReturns a specific volume based on the parameter sent in the request.
Get a Trade UnionReturns a specific union based on the parameter sent in the request.
Get a WorkplaceReturns a specific workplace based on the parameter sent in the request.
List AbsencesReturns a paginated list of absence records.
List Alternative ProductsReturns a list of alternative products for a given product.
List CompaniesReturns a paginated list of companies.
List Customer RecordsRetrieves a list of customer records for a specific employee and company.
List CustomersRetrieves a list of customers.
List DelaysReturns a paginated list of delays.
List DepartmentsReturns a paginated list of departments.
List Employee Incident ReportsLists incident reports for a specific employee and company.
List Employee Lateness RecordsLists lateness records for a specific employee and company.
List Employee MovementsLists movement records for a specific employee and company.
List EmployeesReturns a paginated list of employees.
List Employee VacationsRetrieves a list of vacation records for a specific employee and company.
List Employee Work HoursLists historical work hour records for a specific employee and company.
List ExpensesProvides access to financial expense data entered.
List FunctionsReturns a paginated list of functions registered in SankhyaOM.
List HCM CustomersReturns a paginated list of customers.
List Incident HistoryReturns a paginated list of historical occurrences.
List InventoryRetrieves a list of stock inventory.
List Linked Product PricesRetrieves prices linked to a product independently of the price list.
List MovementsReturns all transaction records.
List NFeReturns a paginated list containing only the main data (header) of the Model 55 tax invoices.
List NFesRetrieves a list of NFes.
List OccurrencesReturns all occurrence records.
List OffensesReturns a paginated list of absences registered in SankhyaOM.
List PositionsReturns a paginated list of job titles registered in SankhyaOM.
List Prices for Linked ProductsRetrieves prices linked to a product independent of the price list.
List Product GroupsReturns a paginated list of product groups registered in SankhyaOM.
List Product InventoryGets inventory data for a product.
List ProductsReturns a paginated list of products registered in SankhyaOM.
List Product VolumesReturns a list of volumes, with pagination, registered in SankhyaOM.
List RecipesProvides access to financial revenue data.
List Sales OrdersRetrieves a paginated list of sales orders.
List Stock LocationsReturns a paginated list of stock locations registered in SankhyaOM.
List Trade UnionsReturns a paginated list of unions registered in SankhyaOM.
List VacationsReturns all vacation records.
List Work HCM HoursReturns all records of work hours.
List Work Hour HistoryReturns all historical hourly workload records.
List Work HoursReturns all records of workload identification.
List Work LocationsReturns a paginated list of work locations.
Add a Contact for a CustomerAdds a contact for an already registered customer.
Cancel an Electronic Consumer InvoiceCancels an electronic consumer invoice.
Cancel an Electronic Tax ReceiptCancels an electronic tax receipt from the service.
Cancel a Sales OrderCancels an available sales order.
Create a CustomerCreates a new customer.
Create a Financial Expense RecordCreates a new financial expense record.
Create a Financial Record of RevenueCreates a new financial record of revenue.
Create an API CallPerforms an arbitrary authorized API request.
Import a Service InvoiceImports a service invoice into the system.
Include an Electronic Customer InvoiceIncludes an electronic consumer invoice, model 65, issued at an external POS terminal.
Include an Electronic Tax ReceiptIncludes an electronic tax receipt, model 59, issued at an external POS terminal.
Include a Sales OrderAdds a sales order to the selected sales order group.
Invalidate Electronic Consumer Invoice NumberingInvalidates the electronic Consumer Invoice Numbering, model 65, issued at an external POS terminal.
Invalidate Electronic Tax Coupon NumberingInvalidates the electronic tax coupon numbering system (model 59) issued by an external POS terminal.
Open a Cash RegisterRegisters the opening of a cash register or POS system.
Perform an Expense Write-OffPerforms an expense write-off for financial reconciliation purposes.
Perform a Revenue Write-offPerforms a revenue write-off for an account.
Record a Cash WithdrawalRegisters a transaction for a cashier/POS.
Register a PaymentRegisters a payment for a cashier or POS system.
Register Funds for a POSRegisters funds for a cash register or POS system.
Update a CustomerUpdates a previously registered customer.
Update a Financial RecordUpdates an existing financial record of revenue.
Update a Financial RecordUpdates an existing financial record of revenue.
Update a Sales OrderUpdates an existing sales order.
Update Customer ContactUpdates a contact for a previously registered customer.

When to use Sankhya

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

React to "Watch Alternative Products" in Sankhya in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Check for Integration Inconsistencies" in Sankhya from any upstream event — map fields once and let the automation handle the rest.
Layer "Watch Customers" from Sankhya with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

Start from Sankhya’s Watch Alternative Products trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get a Product as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 94 ready-made steps for finance work, and every run records what went in and what came back.

Sankhya workflow on the canvas: Watch Alternative Products then Get a Product

Frequently asked questions

Common questions about automating Sankhya in your workflows.

Sankhya has 14 triggers, including "Watch Alternative Products", "Watch Companies", and "Watch Customers", and more. Use them to start workflows the moment Sankhya events fire — no polling required.

Use in workflow automation

Start from Sankhya’s Watch Alternative Products trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get a Product as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 94 ready-made steps for finance work, and every run records what went in and what came back.

Sankhya Integrations

When to use Sankhya

Use in workflow automation

Frequently asked questions

Sankhya Integrations

When to use Sankhya

Connect Sankhya to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Sankhya to any app in workflows

Connect Sankhya to any app in workflows

Connect Sankhya to any app in workflows

Sankhya Integrations

Sankhya triggers and actions

When to use Sankhya

Use in workflow automation

Frequently asked questions

What triggers does Sankhya support?

What actions can I run in Sankhya?

Do I need to write code to automate this?

Is the integration secure?

Sankhya Integrations

Sankhya triggers and actions

When to use Sankhya

Connect Sankhya to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Sankhya support?

What actions can I run in Sankhya?

Do I need to write code to automate this?

Is the integration secure?

Connect Sankhya to any app in workflows

Connect Sankhya to any app in workflows

Connect Sankhya to any app in workflows