--- title: "Connect Drag'n Survey and Erpnext - APIANT.ai" description: "When \"Respondent Answers\" fires in Drag'n Survey, your agent runs \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/drag-n-survey-to-erpnext" --- # Connect Drag'n Survey and Erpnext When **Respondent Answers** fires in [Drag'n Survey](https://apiant.ai/connections/drag-n-survey), your agent runs **Add Contact** in [Erpnext](https://apiant.ai/connections/erpnext), or **New Customer** in Erpnext to **Get Question Responses** in Drag'n Survey. Describe the whole flow and it is built, tested on every scenario and kept running. Drag'n Survey **1** trigger Drag'n Survey **6** 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 Drag'n Survey 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 Drag'n Survey and Erpnext can do together ### From Drag'n Survey to Erpnext - When **Respondent Answers** in Drag'n Survey then **Add Contact** in Erpnext - When **Respondent Answers** in Drag'n Survey then **Add Customer** in Erpnext ### From Erpnext to Drag'n Survey - When **New Customer** in Erpnext then **Get Question Responses** in Drag'n Survey - When **New Sales Invoice** in Erpnext then **Get Respondent** in Drag'n Survey 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 Drag'n Survey and Erpnext ## Triggers and actions 3 triggers · 36 actions - Trigger **Respondent Answers** Triggers when a respondent answer your survey. - Action **Delete Collector** Delete a collector by ID. - Action **Delete Respondent** Delete a respondent by ID, removing their submitted answers. - Action **Get Question Responses** Retrieve all responses associated with a given survey question/component. - Action **Get Respondent** Retrieve a respondent's answers in a human-readable form by respondent ID. - Action **List Collectors** Fetch the collectors (distribution channels) of a given survey. - Action **List Respondents** Lists the ids of every respondent on a survey, optionally narrowed to those who completed it, those who never answered, or those matching a saved report's filters. - 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 - [ **Drag'n Survey** Drag'n Survey make it easy to build powerful surveys to get and analyze the information you need.](https://apiant.ai/connections/drag-n-survey) - [ **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 Drag'n Survey - [ **Drag'n Survey to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/drag-n-survey-to-hubspot) - [ **Drag'n Survey to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/drag-n-survey-to-salesforce) - [ **Drag'n Survey to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/drag-n-survey-to-slack) - [ **Drag'n Survey to Google Sheets** Google Sheets](https://apiant.ai/connect/drag-n-survey-to-google-sheets) - [ **Drag'n Survey to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/drag-n-survey-to-gmail) - [ **Drag'n Survey to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/drag-n-survey-to-google-calendar) ## 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 ## Drag'n Survey and Erpnext, answered ### ### What can start an automation from Drag'n Survey? Any of Drag'n Survey's 1 trigger in the catalog, including Respondent Answers. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Erpnext when something happens in Drag'n Survey? 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 Drag'n Survey? Yes. When something happens in Erpnext, your agent can act in Drag'n Survey too. This page covers both directions: Erpnext's triggers and Drag'n Survey's actions are listed here as well. ### ### Do I have to build a connector for Drag'n Survey 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 Drag'n Survey 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.