Integration
Connect Documenso to Erpnext
When something happens in Documenso, your agent does the next thing in Erpnext. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Documenso and Erpnext to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Documenso can start in Erpnext
When Document Cancelled in Documenso
then Add Contact in Erpnext
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 Documenso and Erpnext
Triggers and actions 9 triggers · 30 actions
- Document Cancelled
Fires on the DOCUMENT_CANCELLED webhook event when a document/envelope is cancelled/voided before completion. Part of Documenso's documented full document lifecycle webhook set.
- Document Completed
Triggers when a document is signed by all recipients.
- Document Created
Triggers when a new document is created.
- Document Opened
Triggers when a document is opened by a recipient.
- Document Rejected
Fires on the DOCUMENT_REJECTED webhook event when a recipient rejects/declines a document. Part of Documenso's documented full document lifecycle webhook set (created, sent, opened, signed, completed, rejected, cancelled).
- Document Sent
Triggers when a document is sent to recipient(s).
- Document Signed
Triggers when a document is signed by a recipient.
- New Customer
Fires when a new customer is created.
- New Sales Invoice
Fires when a new sales invoice is created.
- Add Contact
Create a new contact.
- Add Customer
Create a new customer record.
- Add Item
Create a new item (product/service) record.
- Add Lead
Create a new lead.
- Add Sales Invoice
Create a new sales invoice.
- Add Sales Order
Create a new sales order.
- Delete Contact
Delete a contact record.
- Delete Customer
Delete a customer record.
- Delete Item
Delete an item record.
- Delete Lead
Delete a lead record.
- Delete Sales Invoice
Delete a sales invoice record.
- Delete Sales Order
Delete a sales order record.
- Get Contact
Retrieve a single contact by name/id.
- Get Customer
Retrieve a single customer by name/id.
- Get Item
Retrieve a single item by name/id.
- Get Lead
Retrieve a single lead by name/id.
- Get Sales Invoice
Retrieve a single sales invoice by name/id.
- Get Sales Order
Retrieve a single sales order by name/id.
- List Contacts
List contact records with optional filters.
- List Customers
List customer records with optional filters.
- List Items
List item records with optional filters.
- List Leads
List lead records with optional filters.
- List Sales Invoices
List sales invoice records with optional filters.
- List Sales Orders
List sales order records with optional filters.
- Update Contact
Update fields on an existing contact.
- Update Customer
Update fields on an existing customer.
- Update Item
Update fields on an existing item.
- Update Lead
Update fields on an existing lead.
- Update Sales Invoice
Update fields on an existing sales invoice.
- Update Sales Order
Update fields on an existing sales order.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Documenso and Erpnext, answered
Can the agent avoid creating a duplicate customer in ERPNext when a document is signed?
Yes. The agent can list ERPNext customers filtered by the signer's email first and only call Add Customer when nothing comes back, otherwise it continues with the record it found.
Can ERPNext send documents out for signature in Documenso?
No. Documenso supplies triggers here, such as Document Created, Document Sent, Document Signed, Document Completed, Document Rejected and Document Cancelled, so the work flows from Documenso into ERPNext records.
What can start an automation from Documenso?
Any of Documenso's 7 triggers in the catalog, including Document Cancelled, Document Completed, Document Created and Document Rejected. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Erpnext when something happens in Documenso?
Any of Erpnext's 30 actions, including Add Contact, Add Lead, Delete Sales Order and List Customers. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Erpnext to Documenso?
Erpnext has no triggers in the catalog today, so automations start in Documenso. If you need the other direction, ask: your agent reads Erpnext's API documentation and adds it.
Do I have to build a connector for Documenso 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.
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.