ProductivityIn development

Erpnext

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

In development

Cataloged and scoped, not yet available to run in production.

50: actions

Integrations

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Actions

Operations this integration can perform.

Add Comment

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.

Add Tag

Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.

Apply Workflow

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 must have a workflow configured for its doctype.

Cancel 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 transaction. Document must be in Submitted state (docstatus=1) before cancellation.

Create Document

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 include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.

Create Timesheet

Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.

Create Webhook

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.