--- title: "Connect Calendly and Erpnext - APIANT.ai" description: "When \"New scheduled event (polling)\" fires in Calendly, your agent runs \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/calendly-to-erpnext" --- # Connect Calendly and Erpnext When **New scheduled event (polling)** fires in [Calendly](https://apiant.ai/connections/calendly), your agent runs **Add Contact** in [Erpnext](https://apiant.ai/connections/erpnext), or **New Customer** in Erpnext to **Update event type availability schedule** in Calendly. Describe the whole flow and it is built, tested on every scenario and kept running. Calendly **2** triggers Calendly **18** 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 Calendly 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 Calendly and Erpnext can do together ### From Calendly to Erpnext - When **New scheduled event (polling)** in Calendly then **Add Contact** in Erpnext - When **Canceled scheduled event (polling)** in Calendly then **Add Customer** in Erpnext ### From Erpnext to Calendly - When **New Customer** in Erpnext then **Update event type availability schedule** in Calendly - When **New Sales Invoice** in Erpnext then **Get current user** in Calendly 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 Calendly and Erpnext ## Triggers and actions 4 triggers · 48 actions - Trigger **Canceled scheduled event (polling)** Triggers when a scheduled event is canceled. - Trigger **New scheduled event (polling)** Triggers when a new scheduled event is created. - Action **Cancel scheduled event** Cancels a scheduled event with a specified reason for the cancellation. - Action **Create single-use scheduling link** Creates a single-use booking link that allows one person to schedule an event. - Action **Get current user** Returns the authenticated user's profile including name, email, timezone, and scheduling URL. - Action **Get event type** Returns details for the specified event type. - Action **Get invitee** Returns details about a specific invitee for a scheduled event. - Action **Get invitee next scheduled event** Gets the next scheduled event for the invitee specified by their email. - Action **Get scheduled event** Returns details about a specific scheduled event. - Action **Get user availability schedule** Returns details for the specified user availability schedule. - Action **List event invitees** Returns the list of invitees for a scheduled event, optionally filtered by status. - Action **List event type availability schedules** Returns the event type's availability schedules. - Action **List event types** Returns your calendar's event type templates, optionally filtered by scope and active status. - Action **List organization memberships** Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role. - Action **List scheduled events** Returns scheduled events, filterable by scope, status, date range, and invitee email. - Action **List user availability schedules** Returns the user's availability schedules. - Action **List webhook subscriptions** Returns all webhook subscriptions for your organization. - Action **Mark invitee as no-show** Records that an invitee did not attend their scheduled event. - Action **Undo invitee no-show** Removes a no-show marking from an invitee. - Action **Update event type availability schedule** Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host. - 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 - [ **Calendly** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connections/calendly) - [ **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 Calendly - [ **Calendly to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/calendly-to-notion) - [ **Calendly to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **Calendly to CleverReach** CleverReach is an email marketing solution that lets you easily create newsletters online and send them to...](https://apiant.ai/connect/calendly-to-cleverreach) - [ **Calendly to CORE** Access the world's Open Access research papers](https://apiant.ai/connect/calendly-to-core) - [ **Calendly to Fera** Fera is a customer reviews app that allows you to automate review requests, display reviews on your site and...](https://apiant.ai/connect/calendly-to-fera) - [ **Calendly to Fidel Api** API for linking bank cards and streaming real-time card transaction data to power loyalty and rewards...](https://apiant.ai/connect/calendly-to-fidel-api) ## 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 ## Calendly and Erpnext, answered ### ### What can start an automation from Calendly? Any of Calendly's 2 triggers in the catalog, including New scheduled event (polling) and Canceled scheduled event (polling). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Erpnext when something happens in Calendly? 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 Calendly? Yes. When something happens in Erpnext, your agent can act in Calendly too. This page covers both directions: Erpnext's triggers and Calendly's actions are listed here as well. ### ### Do I have to build a connector for Calendly 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 Calendly 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.