ERPNext
Integrate with 500+ Applications
An Open-source ERP for accounting, inventory, manufacturing, CRM and HR.
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Custom Integration
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| Modules | Trigger |
|---|---|
| New stock entry created | Triggered when a new stock entry (material receipt, issue, transfer or repack) is created in ERPNext. Use this to mirror warehouse transfers, returns-to-stock and adjustments into a connected system. |
| Customer created or updated | Triggered when a customer is created or changed in ERPNext. Use this to keep a CRM account, storefront customer or marketplace account master in step with the ERP billing entity, tax ID and payment terms. |
| Contact created or updated | Triggered when a contact is created or changed in ERPNext. Use this alongside the customer trigger to keep contact people in step across CRM, storefront and ERP. |
| New sales invoice created | Triggered when a new sales invoice is created in ERPNext. |
| Stock level changed | Triggered when the stock position of an item at a warehouse (ERPNext Bin) changes. Returns actual, reserved, ordered, planned and projected quantities plus the current valuation rate, so a sellable quantity can be computed and pushed to a storefront or marketplace. |
| Delivery note submitted | Triggered when a delivery note is submitted (docstatus 1) in ERPNext, i.e. stock has actually moved out. Use this to write tracking and fulfilment status back to the sales channel, or to build an installed base from serialised items. |
| New incoming payment created | Triggered when a new incoming (customer) payment entry is created in ERPNext. |
| Item price created or updated | Triggered when an item price is created or changed in ERPNext. Use this to push price-list and customer-specific pricing changes to a storefront, marketplace or CRM pricebook. |
| Sales order submitted | Triggered when a sales order is submitted (docstatus 1) in ERPNext, i.e. it is confirmed and can now be delivered and billed. Use this to start fulfilment, credit or stock-reservation flows only for confirmed demand. |
| Item created or updated | Triggered when an item is created or changed in ERPNext. Use this to publish new SKUs to a storefront or marketplace listing, or to keep product masters aligned. |
| Sales order completed | Triggered when a sales order in ERPNext reaches the Completed status, i.e. it has been fully delivered and fully billed, marking the end of the sales cycle for that order. |
| New delivery note created | Triggered when a new delivery note is created in ERPNext. |
| New sales order created | Triggered when a new sales order is created in ERPNext. |
| New quotation created | Triggered when a new quotation is created in ERPNext. |
| New stock ledger entry created | Triggered when a new stock ledger entry is posted in ERPNext, i.e. every individual stock movement. Use this for event-driven inventory sync when you need the movement itself rather than the resulting balance. Cancelled entries are excluded. |
| Sales invoice submitted | Triggered when a sales invoice is submitted (docstatus 1) in ERPNext and becomes a real receivable. Use this to raise a payment link or payment request, push AR to CRM, or start collections. |
| Pricing rule created or updated | Triggered when a pricing rule is created or changed in ERPNext. Use this to translate ERPNext discount and promotion logic into storefront price lists, customer-group pricing or coupons. |
ERPNext Integration Benefits
Automated Data Entry
Extend with code when needed for advanced workflow management software.
Custom Validation
Extend with code when needed for advanced workflow management software.
Process Automation
Extend with code when needed for advanced workflow management software.
Integration with external systems
Extend with code when needed for advanced workflow management software.
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1000+ Templates
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