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Erpnext

Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework

52 actionsAPI key

Connect Erpnext

What your bot can do in Erpnext

Looks up

  • Get All RolesGet a list of all roles available in the ERPNext system.
  • Get DocumentGet a single document by DocType and name or filters from Frappe/ERPNext.
  • Get DocumentRetrieve a specific document by its DocType and name (ID).
  • Get Field ValueGet specific field value(s) from a document in ERPNext.
  • Get Item DetailsGet detailed item information including pricing, taxes, and stock details from ERPNext.
  • Get List of DocumentsRetrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination.
  • Get Party DetailsGet comprehensive customer or supplier details including addresses, contacts, and default financial settings.
  • Get Payment EntryGet payment entry details for an invoice or order from ERPNext.
  • Get Stock BalanceRetrieve the current stock balance for a specific item in a warehouse.
  • List ERPNext DocumentsList documents of a specific DocType from ERPNext.
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  • Search Link Field DocumentsSearch for documents to link in ERPNext/Frappe Link fields.
  • Download file from ERPNextDownload a file from ERPNext by its URL.
  • Download PDF DocumentDownload a document as PDF from ERPNext with optional print format.
  • Get All LanguagesGet a list of all available languages in the ERPNext/Frappe system.
  • Get DocType MetadataRetrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations.
  • Get Document CountGet the count of documents matching specified filters in ERPNext/Frappe.
  • Get Document with MetadataRetrieve a document with full metadata including attachments, comments, activity logs, and related information.
  • Get Exchange RateGet the currency exchange rate between two currencies in ERPNext.
  • Get Fiscal YearGet fiscal year information for a given date in ERPNext.
  • Get Framework VersionGet the Frappe framework version and all installed app versions.
  • Get Logged UserGet the email/ID of the currently authenticated user.
  • Get TimezonesGet a list of all available timezones in the ERPNext system.
  • Get User RolesGet roles assigned to a user.
  • Get Workflow TransitionsGet available workflow transitions for a document.
  • Global SearchPerform global text search across ERPNext documents.
  • List DocTypesGet a list of all DocTypes available in the ERPNext system.
  • List EmployeesRetrieve a list of Employee records from ERPNext.
  • List ProjectsRetrieve a list of Project records from ERPNext.
  • List TimesheetsGet a list of Timesheet records from ERPNext.
  • List WebhooksList webhook configurations in ERPNext.
  • Ping APICheck if the ERPNext/Frappe API is reachable.

Takes action

  • Add CommentAdd a comment to a document in ERPNext/Frappe.
  • Apply WorkflowApply a workflow action to a document in ERPNext/Frappe.
  • Cancel DocumentCancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled.
  • Create DocumentCreate a new document of a specific DocType in ERPNext.
  • Create TimesheetCreate a new Timesheet record in ERPNext.
  • Create WebhookCreate a new webhook configuration in ERPNext.
  • Insert DocumentInsert a new document in ERPNext/Frappe using the client API.
  • Make Delivery NoteCreate a draft Delivery Note from an existing Sales Order in ERPNext.
  • Make Purchase OrderCreate a draft Purchase Order from an existing Material Request in ERPNext.
  • Make Sales InvoiceCreate a Sales Invoice from an existing Sales Order in ERPNext.
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  • Make Stock EntryCreate a Stock Entry for material transfer, receipt, or issue in ERPNext.
  • Save DocumentSave an existing ERPNext/Frappe document with changes.
  • Save Document with ActionSave, submit, cancel, or update a document in ERPNext.
  • Set ValueSet a specific field value on a document in ERPNext.
  • Submit DocumentSubmit a draft document in ERPNext/Frappe to change its status from Draft to Submitted.
  • Update ERPNext documentUpdate a specific ERPNext document.
  • Add TagAdd a tag to a document in ERPNext.
  • Delete DocumentDelete a document using the Frappe client API.
  • Delete DocumentDelete a specific document by DocType and name.
  • Insert Multiple DocumentsInsert multiple documents at once into ERPNext/Frappe.
  • Rename DocumentRename an ERPNext document by changing its unique ID/name.

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