Integration
Connect DoneThat and Erpnext
When New Project fires in DoneThat, your agent runs Add Contact in Erpnext, or New Customer in Erpnext to Add Project in DoneThat. Describe the whole flow 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 DoneThat 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 DoneThat and Erpnext can do together
From DoneThat to Erpnext
When New Project in DoneThat
then Add Contact in Erpnext
When New Project in DoneThat
then Add Customer in Erpnext
From Erpnext to DoneThat
When New Customer in Erpnext
then Add Project in DoneThat
When New Sales Invoice in Erpnext
then Edit Project in DoneThat
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 DoneThat and Erpnext
Triggers and actions 3 triggers · 36 actions
Trigger
New ProjectTriggers when a project is created within the lookback window. Recommended Zap poll interval: 1 hour or longer.
Action
Add ProjectCreates a new DoneThat project.
Action
Archive ProjectArchives or unarchives a DoneThat project.
Action
Edit ProjectUpdates an existing DoneThat project.
Action
Find ProjectFind projects by name (optional filter).
Action
Get SummaryReturns the formatted DoneThat summary for a given date and level (day, week, month, quarter or year).
Action
SearchSearch DoneThat task and activity history.
Trigger
New CustomerFires when a new customer is created.
Trigger
New Sales InvoiceFires when a new sales invoice is created.
Action
Add ContactCreate a new contact.
Action
Add CustomerCreate a new customer record.
Action
Add ItemCreate a new item (product/service) record.
Action
Add LeadCreate a new lead.
Action
Add Sales InvoiceCreate a new sales invoice.
Action
Add Sales OrderCreate a new sales order.
Action
Delete ContactDelete a contact record.
Action
Delete CustomerDelete a customer record.
Action
Delete ItemDelete an item record.
Action
Delete LeadDelete a lead record.
Action
Delete Sales InvoiceDelete a sales invoice record.
Action
Delete Sales OrderDelete a sales order record.
Action
Get ContactRetrieve a single contact by name/id.
Action
Get CustomerRetrieve a single customer by name/id.
Action
Get ItemRetrieve a single item by name/id.
Action
Get LeadRetrieve a single lead by name/id.
Action
Get Sales InvoiceRetrieve a single sales invoice by name/id.
Action
Get Sales OrderRetrieve a single sales order by name/id.
Action
List ContactsList contact records with optional filters.
Action
List CustomersList customer records with optional filters.
Action
List ItemsList item records with optional filters.
Action
List LeadsList lead records with optional filters.
Action
List Sales InvoicesList sales invoice records with optional filters.
Action
List Sales OrdersList sales order records with optional filters.
Action
Update ContactUpdate fields on an existing contact.
Action
Update CustomerUpdate fields on an existing customer.
Action
Update ItemUpdate fields on an existing item.
Action
Update LeadUpdate fields on an existing lead.
Action
Update Sales InvoiceUpdate fields on an existing sales invoice.
Action
Update Sales OrderUpdate 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
More from DoneThat
DoneThat to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DoneThat to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DoneThat to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DoneThat to Google SheetsGoogle Sheets
DoneThat to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DoneThat to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Erpnext
ClickUp to ErpnextClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Adyen to ErpnextPayment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...
Booqable to ErpnextBooqable is cloud-based rental software to manage your business and accept online bookings.
Documenso to ErpnextDocumenso is an open-source digital signing platform.
Mailchimp to ErpnextMailchimp marketing automation and email platform.
ActiveCampaign to ErpnextActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
DoneThat and Erpnext, answered
What can start an automation from DoneThat?
Any of DoneThat's 1 trigger in the catalog, including New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Erpnext when something happens in DoneThat?
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 DoneThat?
Yes. When something happens in Erpnext, your agent can act in DoneThat too. This page covers both directions: Erpnext's triggers and DoneThat's actions are listed here as well.
Do I have to build a connector for DoneThat 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.