ERPNext for your voice agent

Erpnext is a free, open-source ERP platform built on the Frappe Framework. It streamlines business operations by integrating accounting, inventory, HR, and more in one place.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in ERPNext and paste it on a secure page in Connected apps.
What it reads
30 actions, such as download file from ERPNext, download PDF Document and get All Languages.
What it changes
19 actions, such as add Comment, add Tag and apply Workflow.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 50. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

ERPNext actions

Reads 30

  • Download file from ERPNext
  • Download PDF Document
  • Get All Languages
  • Get All Roles
  • Get Document
  • Get Document Count
  • Get DocType Metadata
  • Get Document with Metadata
  • Get Exchange Rate
  • Get Fiscal Year
  • Get Framework Version
  • Get Item Details
  • Get List of Documents
  • Get Logged User
  • Get Party Details
  • Get Payment Entry
  • Get Stock Balance
  • Get Timezones
  • Get User Roles
  • Get Field Value
  • Get Workflow Transitions
  • List DocTypes
  • List ERPNext Documents
  • List Employees
6 more
  • List Projects
  • List Timesheets
  • List Webhooks
  • Ping API
  • Global Search
  • Search Link Field Documents

Changes 17

  • Add Comment
  • Add Tag
  • Apply Workflow
  • Create Document
  • Create Timesheet
  • Insert Document
  • Insert Multiple Documents
  • Make Delivery Note
  • Make Purchase Order
  • Make Sales Invoice
  • Make Stock Entry
  • Rename Document
  • Save Document with Action
  • Save Document
  • Set Value
  • Submit Document
  • Update ERPNext document

Deletes 2

  • Cancel Document
  • Delete Document

ERPNext setup

  1. Pasting a ERPNext API key

    Create an API key in ERPNext, choose ERPNext in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 50 actions the agent may use. Start with lookups and add the ones that change ERPNext when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

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