--- title: "Connect Documenso to Erpnext - APIANT.ai" description: "When \"Document Cancelled\" fires in Documenso, your agent runs \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/documenso-to-erpnext" --- # Connect Documenso to Erpnext When **Document Cancelled** fires in [Documenso](https://apiant.ai/connections/documenso), your agent runs **Add Contact** in [Erpnext](https://apiant.ai/connections/erpnext). Describe the whole flow and it is built, tested on every scenario and kept running. Documenso **7** triggers 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 Documenso 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 Documenso can start in Erpnext - When **Document Cancelled** in Documenso then **Add Contact** in Erpnext - When **Document Completed** in Documenso then **Add Lead** 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 - Trigger **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. - Trigger **Document Completed** Triggers when a document is signed by all recipients. - Trigger **Document Created** Triggers when a new document is created. - Trigger **Document Opened** Triggers when a document is opened by a recipient. - Trigger **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). - Trigger **Document Sent** Triggers when a document is sent to recipient(s). - Trigger **Document Signed** Triggers when a document is signed by a recipient. - 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 - [ **Documenso** Documenso is an open-source digital signing platform.](https://apiant.ai/connections/documenso) - [ **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 Documenso - [ **Documenso to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/documenso-to-slack) - [ **Documenso to Resend** Resend is the email API for developers. It's designed for you to build, test, and send transactional and...](https://apiant.ai/connect/documenso-to-resend) - [ **Documenso to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/documenso-to-hubspot) - [ **Documenso to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/documenso-to-salesforce) - [ **Documenso to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/documenso-to-google-sheets) - [ **Documenso to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/documenso-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) - [ **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) - [ **Asana to Erpnext** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-erpnext) 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. ### ### Can my AI client use Documenso and Erpnext without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Erpnext 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.