What do you want to automate
with ERPNext and Docusign?
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Popular ERPNext and Docusign Actions#
Create and send an envelope, or create a draft envelope. See the documentation here
Creates a signature request from a template See the docs here
Download the documents of an envelope to the /tmp directory. See the documentation here
Overview of ERPNext#
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.
Connect ERPNext#
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}`,
},
})
},
})
Overview of Docusign#
The DocuSign API enables you to integrate electronic signature workflows into your applications, automate the process of sending and receiving documents for signatures, and securely manage related data. Leveraging Pipedream's platform, you can build powerful automations that streamline how contracts and agreements are handled, enhance compliance, and improve overall efficiency.
Connect Docusign#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docusign: {
type: "app",
app: "docusign",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://account.docusign.com/oauth/userinfo`,
headers: {
Authorization: `Bearer ${this.docusign.$auth.oauth_access_token}`,
},
})
},
})
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