--- title: "Connect AITable.ai and Erpnext - APIANT.ai" description: "When \"New Form\" fires in AITable.ai, your agent runs \"Add Contact\" in Erpnext, or \"New Customer\" in Erpnext to \"Create a Record\" in AITable.ai." canonical: "https://apiant.ai/connect/aitable-ai-to-erpnext" --- # Connect AITable.ai and Erpnext When **New Form** fires in [AITable.ai](https://apiant.ai/connections/aitable-ai), your agent runs **Add Contact** in [Erpnext](https://apiant.ai/connections/erpnext), or **New Customer** in Erpnext to **Create a Record** in AITable.ai. Describe the whole flow and it is built, tested on every scenario and kept running. AITable.ai **2** triggers AITable.ai **10** actions Erpnext **2** triggers Erpnext **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AITable.ai and Erpnext to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AITable.ai and Erpnext can do together ### From AITable.ai to Erpnext - When **New Form** in AITable.ai then **Add Contact** in Erpnext - When **New Record** in AITable.ai then **Add Customer** in Erpnext ### From Erpnext to AITable.ai - When **New Customer** in Erpnext then **Create a Record** in AITable.ai - When **New Sales Invoice** in Erpnext then **Update a Record** in AITable.ai Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AITable.ai and Erpnext ## Triggers and actions 4 triggers · 40 actions - Trigger **New Form** Triggers when a form is submitted and received, the zap will start running. - Trigger **New Record** Fires once for each new record added to an AITable datasheet. - Action **Add datasheet** Create a datasheet in a space. - Action **Create a Record** Create a new record. - Action **Delete field** Delete a field from a datasheet. - Action **Delete record** Delete records from a datasheet. - Action **Find Records** Search for records. - Action **List fields** List fields of a datasheet. - Action **List nodes** Lists the top-level files (datasheets, folders, forms, dashboards) in a space's working directory. - Action **List spaces** List spaces the user can access. - Action **List views** List views of a datasheet. - Action **Update a Record** Update a record. - Trigger **New Customer** Fires when a new customer is created. - Trigger **New Sales Invoice** Fires when a new sales invoice is created. - Action **Add Contact** Create a new contact. - Action **Add Customer** Create a new customer record. - Action **Add Item** Create a new item (product/service) record. - Action **Add Lead** Create a new lead. - Action **Add Sales Invoice** Create a new sales invoice. - Action **Add Sales Order** Create a new sales order. - Action **Delete Contact** Delete a contact record. - Action **Delete Customer** Delete a customer record. - Action **Delete Item** Delete an item record. - Action **Delete Lead** Delete a lead record. - Action **Delete Sales Invoice** Delete a sales invoice record. - Action **Delete Sales Order** Delete a sales order record. - Action **Get Contact** Retrieve a single contact by name/id. - Action **Get Customer** Retrieve a single customer by name/id. - Action **Get Item** Retrieve a single item by name/id. - Action **Get Lead** Retrieve a single lead by name/id. - Action **Get Sales Invoice** Retrieve a single sales invoice by name/id. - Action **Get Sales Order** Retrieve a single sales order by name/id. - Action **List Contacts** List contact records with optional filters. - Action **List Customers** List customer records with optional filters. - Action **List Items** List item records with optional filters. - Action **List Leads** List lead records with optional filters. - Action **List Sales Invoices** List sales invoice records with optional filters. - Action **List Sales Orders** List sales order records with optional filters. - Action **Update Contact** Update fields on an existing contact. - Action **Update Customer** Update fields on an existing customer. - Action **Update Item** Update fields on an existing item. - Action **Update Lead** Update fields on an existing lead. - Action **Update Sales Invoice** Update fields on an existing sales invoice. - Action **Update Sales Order** Update fields on an existing sales order. ## Each app on its own - [ **AITable.ai** AITable.ai is your own spreadsheet-style database for superior project management and CRM.](https://apiant.ai/connections/aitable-ai) - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) Reviews ## What our customers say ## More from AITable.ai - [ **AITable.ai to CROssBAR** # About CROssBAR & data **CROssBAR**: Comprehensive Resource of Biomedical Relations with Deep Learning...](https://apiant.ai/connect/aitable-ai-to-crossbar) - [ **AITable.ai to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/aitable-ai-to-hubspot) - [ **AITable.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aitable-ai-to-salesforce) - [ **AITable.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/aitable-ai-to-slack) - [ **AITable.ai to Google Sheets** Google Sheets](https://apiant.ai/connect/aitable-ai-to-google-sheets) - [ **AITable.ai to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/aitable-ai-to-gmail) ## More into Erpnext - [ **ClickUp to Erpnext** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-erpnext) - [ **Adyen to Erpnext** Payment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...](https://apiant.ai/connect/adyen-to-erpnext) - [ **Booqable to Erpnext** Booqable is cloud-based rental software to manage your business and accept online bookings.](https://apiant.ai/connect/booqable-to-erpnext) - [ **Documenso to Erpnext** Documenso is an open-source digital signing platform.](https://apiant.ai/connect/documenso-to-erpnext) - [ **Mailchimp to Erpnext** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-erpnext) - [ **ActiveCampaign to Erpnext** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-erpnext) Questions ## AITable.ai and Erpnext, answered ### ### What can start an automation from AITable.ai? Any of AITable.ai's 2 triggers in the catalog, including New Form and New Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Erpnext when something happens in AITable.ai? Any of Erpnext's 30 actions, including Update Contact, Update Customer, Update Item and Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Erpnext to AITable.ai? Yes. When something happens in Erpnext, your agent can act in AITable.ai too. This page covers both directions: Erpnext's triggers and AITable.ai's actions are listed here as well. ### ### Do I have to build a connector for AITable.ai or Erpnext? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AITable.ai and Erpnext without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.