calibra
Start free

ERPNext integration

List, create, update and delete documents of any DocType in ERPNext or any Frappe site (customers, leads, items, sales orders, draft invoices…) and react to new documents. It never submits documents or creates payments.

Accounting and financeSales and CRM1 triggers · 7 actions
Connect ERPNext freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Document” happens in ERPNext, check the details with AI, then “List Documents” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Document

    Triggers when a new document of a DocType is created (for example a new Customer, Lead, Sales Order or Sales Invoice).

Actions

Then Calibra can do this for you
  • DO
    List Documents

    Lists documents of a DocType (customers, leads, sales orders, invoices, items…) with optional filters, fields and sorting.

  • DO
    Get Document

    Gets a single document by DocType and name, including its child tables (for example the items of a sales order).

  • DO
    Create Document

    Creates a document of any DocType. Submittable documents such as Sales Orders and Sales Invoices are always saved as drafts: Calibra never submits them and can't create payment or journal entries.

  • DO
    Update Document

    Updates fields of an existing document. Only the fields you send are changed. It can't submit or cancel documents.

  • DO
    Delete Document

    Permanently deletes a document. ERPNext refuses to delete submitted documents and documents linked from other records.

  • DO
    Call Read Method (GET)

    Calls a whitelisted server method with a GET request, for example to read a value computed by ERPNext or by one of your custom apps. It can't call methods that change data.

  • DO
    Custom ERPNext API Request (read-only)

    Makes a GET request to any read endpoint of your ERPNext REST API. It can't submit documents, create payments or change data, and method calls go through the same safety check as "Call Read Method".

Questions

Is the ERPNext integration free?

Yes. ERPNext is available on every Calibra plan, including the free plan, which needs no card.

How is ERPNext usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect ERPNext without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with ERPNext for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

Start freeSee pricing