What do you want to automate with ERPNext?
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Overview#
ERPNext is an open-source enterprise resource planning (ERP) software that integrates core business functions like accounting, inventory, sales, purchase, and HR management into a single system. With the ERPNext API, you can automate these functions by triggering actions in ERPNext or syncing data with other systems. Pipedream can be a powerful partner here, as it allows you to set up complex integrations and workflows without the need for a dedicated backend. By using Pipedream, you can connect ERPNext with numerous other apps to streamline processes, react to events in real-time, and automate data transfers.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
erpnext: {
type: "app",
app: "erpnext",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.erpnext.$auth.base_url}/api/method/frappe.auth.get_logged_user`,
auth: {
username: `${this.erpnext.$auth.api_key}`,
password: `${this.erpnext.$auth.api_secret}`,
},
})
},
})
Example Use Cases#
Invoice Sync Workflow: When a new sales invoice is created in ERPNext, a Pipedream workflow is triggered, which captures the invoice details and synchronizes them with a cloud accounting app like QuickBooks. This ensures financial records are updated across systems without manual data entry.
Inventory Management Automation: Set up a Pipedream workflow that monitors stock levels in ERPNext. When stock for a particular item falls below a threshold, the workflow automatically reorders the item from the supplier via an integrated supplier management system or sends a notification to the purchasing department using a communication platform like Slack.
New Customer Onboarding: When a new customer is added to ERPNext, a Pipedream workflow is kicked off that sends a welcome email using a service like SendGrid, adds the customer to a CRM like Salesforce, and schedules a follow-up task in a project management tool like Asana, ensuring a seamless onboarding process.
Authentication#
Name Slug: erpnextERPNext uses API keys for authentication. When you connect your ERPNext account, Pipedream securely stores the keys so you can easily authenticate to ERPNext APIs in both code and no-code steps.
Your Frappe Base URL is https://{your frappe instance} (for example: https://demo.erpnext.com)
Please see these instructions to generate an API Key and API Secret.
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