--- title: "Connect awork and Erpnext - APIANT.ai" description: "When \"New Client\" fires in awork, your agent runs \"Add Contact\" in Erpnext, or \"New Customer\" in Erpnext to \"Create Project Task\" in awork." canonical: "https://apiant.ai/connect/awork-to-erpnext" --- # Connect awork and Erpnext When **New Client** fires in [awork](https://apiant.ai/connections/awork), your agent runs **Add Contact** in [Erpnext](https://apiant.ai/connections/erpnext), or **New Customer** in Erpnext to **Create Project Task** in awork. Describe the whole flow and it is built, tested on every scenario and kept running. awork **8** triggers awork **21** 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 awork 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 awork and Erpnext can do together ### From awork to Erpnext - When **New Client** in awork then **Add Contact** in Erpnext - When **New Project** in awork then **Add Customer** in Erpnext ### From Erpnext to awork - When **New Customer** in Erpnext then **Create Project Task** in awork - When **New Sales Invoice** in Erpnext then **Update Project Task** in awork 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 awork and Erpnext ## Triggers and actions 10 triggers · 51 actions - Trigger **New Client** Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Client** Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event. - Trigger **Updated Project** Fires when a project is updated in the awork workspace. - Trigger **Updated Task** Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Create Client** Creates a client (company) in awork and returns the created company. - Action **Create Project** Creates a new project. - Action **Create Project Task** Creates a task in an awork project. - Action **Create Time Entry** Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc. - Action **Delete Client** Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks. - Action **Delete Project** Deletes an awork project and its tasks, optionally deleting its time entries too. - Action **Delete Project Task** Deletes an awork task by id. - Action **Delete Time Entry** Deletes a time entry in awork. - Action **Find Project Tasks by criteria** Returns up to 100 tasks of a project that match the specified filter criteria. - Action **Find Time Entries by criteria** Returns up to 100 time entries in the workspace that match the specified filter criteria. - Action **Get Client by ID** Finds a client by id - Action **Get Project by ID** Finds a project by id - Action **Get Task by ID** Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values. - Action **Get Time Entry** Returns a single awork time entry by its id, including its task, project, user, type of work and breaks. - Action **Search Clients** Returns up to 100 clients (companies) whose name contains the specified text. - Action **Search Projects** Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter. - Action **Search Users by Email** Returns the awork users whose contact information includes the specified email address. - Action **Update Client** Updates an existing client (company) by ID. Fields left blank keep their current values. - Action **Update Project** Updates fields (name, status, workflow, etc) on an existing awork project. - Action **Update Project Task** Updates fields (name, status, assignee, due date, etc) on an existing awork task. - Action **Update Time Entry** Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags. - 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 - [ **awork** Intelligent projects, tasks and time tracking for your project business.](https://apiant.ai/connections/awork) - [ **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 awork - [ **awork to agilite** Low-code platform providing BPM, business rules, roles, and API-key managed services for workflow automation.](https://apiant.ai/connect/awork-to-agilite) - [ **awork to ShareFile** Securely send, store, and share files – plus discover document workflows designed to improve your client...](https://apiant.ai/connect/awork-to-sharefile) - [ **awork to Vouchery.io** Vouchery is an all-in-one promotional suite to help you orchestrate & deliver the right incentive at every...](https://apiant.ai/connect/awork-to-vouchery-io) - [ **awork to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/awork-to-hubspot) - [ **awork to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/awork-to-salesforce) - [ **awork to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/awork-to-slack) ## 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 ## awork and Erpnext, answered ### ### What can start an automation from awork? Any of awork's 8 triggers in the catalog, including New Client, New Project, New Task and New Time Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Erpnext when something happens in awork? 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 awork? Yes. When something happens in Erpnext, your agent can act in awork too. This page covers both directions: Erpnext's triggers and awork's actions are listed here as well. ### ### Do I have to build a connector for awork 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 awork 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.