Pick a template → connect your tools → go live in 2 minutes.
HubSpot deals closed won call Create Document in ERPNext to draft a sales invoice, handing off clean data to finance at the moment of close.
HubSpot: Deal closed won
Arahi AI: Match & assign
ERPNext: Create draft sales invoice
Create Webhook in ERPNext posts Cancel Document events into a Slack finance channel with document and user, catching voids before month-end close.
ERPNext: Document cancelled
Arahi AI: Match & route
Slack: Post alert to finance channel
An event occurs in ERPNext or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in ERPNext and other tools — no manual work required.
ERPNext simplifies workflows, while Arahi AI empowers these tasks with AI agents.
Send escalating email + SMS reminders for overdue ERPNext invoices until payment lands.
Capture receipts from email or Slack and push to ERPNext with category and project pre-tagged.
Turn monthly ERPNext close into a tracked checklist with reminders and ownership across the team.
Digest ERPNext revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Ready-to-use ERPNext actions you can add to your agents instantly.
Custom API calls to ERPNext with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using API Key.
Choose "ERPNext" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure API Key authentication, ensuring only authorized workflows access your ERPNext data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Free and open-source integrated Enterprise Resource Planning software With Arahi AI, you can connect ERPNext to bexio, Harvest, Invoice Ninja and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a business management tool, ERPNext connects with other business management apps like bexio, Harvest, Invoice Ninja, Microsoft Dynamics 365 Business Central API through Arahi AI's integration platform. Build multi-step automations that combine ERPNext with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from ERPNext's API. Your agent can watch events and run 52 actions — no glue code.
Things the agent can do
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document …
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transa…
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should includ…
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Tool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.
Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.
Tool to download a document as PDF from ERPNext with optional print format. Use when you need to retrieve a document in PDF format, optionally specifying a custom print format or…
Tool to get a list of all available languages in the ERPNext/Frappe system. Use when you need to retrieve supported languages for translation or localization purposes.
Tool to get a list of all roles available in the ERPNext system. Use when you need to retrieve all available roles for assignment or reference.
Tool to get a single document by DocType and name or filters from Frappe/ERPNext. Use when you need to retrieve a specific document's complete details.
Tool to get the count of documents matching specified filters in ERPNext/Frappe. Use when you need to know how many records exist for a specific DocType, optionally filtered by c…
Tool to retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations. Use when you need to understand the structure of a Do…
Tool to retrieve a specific document by its DocType and name (ID). Returns the complete document with all fields. Use when you need to fetch details of a specific ERPNext documen…
Tool to retrieve a document with full metadata including attachments, comments, activity logs, and related information. Use when you need complete document details beyond the bas…
Tool to get the currency exchange rate between two currencies in ERPNext. Use when you need to convert amounts between different currencies or check current exchange rates.
Tool to get fiscal year information for a given date in ERPNext. Use when you need to determine which fiscal year a specific date falls into or retrieve fiscal year boundaries.
Tool to get the Frappe framework version and all installed app versions. Use when you need to check the ERPNext/Frappe system version for compatibility or debugging purposes.
Tool to get detailed item information including pricing, taxes, and stock details from ERPNext. Use when you need comprehensive item data for transactions like Sales Orders, Purc…
Tool to retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination. Use when you need to query documents of a specific DocType with optional…
Tool to get the email/ID of the currently authenticated user. Use to verify authentication is working.
Tool to get comprehensive customer or supplier details including addresses, contacts, and default financial settings. Use when creating transactions or updating party information…
Tool to get payment entry details for an invoice or order from ERPNext. Use when you need to retrieve payment information for a Sales Invoice, Purchase Invoice, Sales Order, or P…
Tool to retrieve the current stock balance for a specific item in a warehouse. Use when you need to check inventory levels or available quantity.
Tool to get a list of all available timezones in the ERPNext system. Use when you need to retrieve timezone options for user configuration or scheduling.
Tool to get roles assigned to a user. Use when you need to check user permissions or access levels in ERPNext/Frappe.
Tool to get specific field value(s) from a document in ERPNext. Use when you need to retrieve one or more field values without loading the entire document.
Tool to get available workflow transitions for a document. Use when you need to check what workflow actions are available for a specific document based on its current state and u…
Tool to insert a new document in ERPNext/Frappe using the client API. Use when you need to create any type of document (ToDo, Customer, Item, etc.) by providing the doctype and r…
Tool to insert multiple documents at once into ERPNext/Frappe. Use when you need to create multiple records (Notes, Customers, Items, etc.) in a single API call for better effici…
Tool to get a list of all DocTypes available in the ERPNext system. Use when you need to retrieve available DocTypes with optional filtering and pagination.
Tool to list documents of a specific DocType from ERPNext. Returns paginated results (default 20 items). Use when you need to retrieve multiple documents, with support for filter…
Tool to retrieve a list of Employee records from ERPNext. Use when you need to fetch employee information with optional filtering and pagination.
Tool to retrieve a list of Project records from ERPNext. Use when you need to get projects, optionally filtered and paginated.
Tool to get a list of Timesheet records from ERPNext. Use when you need to retrieve, search, or filter timesheets. Supports pagination and flexible field selection.
Tool to list webhook configurations in ERPNext. Use when you need to retrieve all configured webhooks or search for specific webhooks using filters.
Create a draft Delivery Note from an existing Sales Order in ERPNext. Use when you need to initiate shipment/delivery of items from a confirmed sales order. The created Delivery …
Create a draft Purchase Order from an existing Material Request in ERPNext. Use when you need to initiate procurement of items from an approved material request. The created Purc…
Tool to create a Sales Invoice from an existing Sales Order in ERPNext. Use when you need to generate an invoice for a confirmed sales order. The created invoice will be in draft…
Tool to create a Stock Entry for material transfer, receipt, or issue in ERPNext. Use when you need to record inventory movements between warehouses or add/remove stock. For Mate…
Tool to check if the ERPNext/Frappe API is reachable. Use when you need to verify API connectivity or test authentication.
Tool to rename an ERPNext document by changing its unique ID/name. Use when you need to change a document's primary identifier, optionally merging with an existing document.
Tool to save, submit, cancel, or update a document in ERPNext. Use when you need to create or modify documents in ERPNext. The doc parameter must be a JSON-serializable dictionar…
Tool to save an existing ERPNext/Frappe document with changes. Use when you need to update an existing document in the system. Requires the complete document object including all…
Tool to perform global text search across ERPNext documents. Use when you need to find documents, pages, or records by searching for keywords across the system. Results are ranke…
Tool to search for documents to link in ERPNext/Frappe Link fields. Use when you need autocomplete suggestions for Link fields or to find documents by name/text.
Tool to set a specific field value on a document in ERPNext. Use when you need to update a single field without retrieving or modifying the entire document.
Submit a draft document in ERPNext/Frappe to change its status from Draft to Submitted. Use for submittable DocTypes like Sales Invoice, Purchase Order, Journal Entry, etc. Docum…
Tool to update a specific ERPNext document. Acts like a PATCH request - only send the fields you want to change, not the whole document. Use when you need to modify specific fiel…
Curated for ERPNext's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with ERPNext.
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