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}`,
},
})
},
})
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.
ERPNext 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.