--- title: "Connect Erpnext to Emelia - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Add Contact to a Campaign\" in Emelia." canonical: "https://apiant.ai/connect/erpnext-to-emelia" --- # Connect Erpnext to Emelia When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add Contact to a Campaign** in [Emelia](https://apiant.ai/connections/emelia). Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Emelia **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Erpnext and Emelia 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 Erpnext can start in Emelia - When **New Customer** in Erpnext then **Add Contact to a Campaign** in Emelia - When **New Sales Invoice** in Erpnext then **Add Contact to a List** in Emelia 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 Erpnext and Emelia ## Triggers and actions 2 triggers · 46 actions - 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. - Action **Add campaign** Creates a new email campaign in Emelia with the given name and time zone. - Action **Add Contact to a Campaign** Adds a contact to an Emelia campaign. - Action **Add Contact to a List** Adds a single contact to an Emelia list (and to any campaigns using that list), optionally updating it if it already exists. - Action **Add Contact to Blacklist** Adds an email address or an entire domain to your Emelia blacklist so it is never contacted by your campaigns. - Action **Add list** Creates a new, empty contact list in Emelia. - Action **Delete contact** Deletes a contact (and its company data) from an Emelia contact list; the removal also propagates to campaigns using that list. - Action **Get campaign** Returns the full configuration of an Emelia campaign, including the contact lists attached to it and excluded from it. - Action **Get campaign statistics** Returns sending, open, click and reply statistics for an Emelia campaign, overall and per step. - Action **Get contact** Returns a single contact from an Emelia contact list. - Action **List Campaign Contacts** Returns the contacts enrolled in an email campaign, optionally filtered by an engagement event or a search term. - Action **List campaigns** Returns all campaigns in your Emelia account. - Action **List contacts** Returns the contacts in an Emelia contact list, optionally filtered by search text or an exact email or LinkedIn URL. - Action **Search Contact** Searches a contact list for contacts by exact email, LinkedIn URL, or free text, and returns the matches. - Action **Set a Custom Field to a Contact** Sets the value of a custom field on a contact in an Emelia campaign, identified by email or LinkedIn profile URL. - Action **Test Webhook** Sends a test call to an existing Emelia webhook. - Action **Update contact** Updates an Emelia contact's values; fields you don't send stay unchanged, and changes propagate to campaigns using the contact's list. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Emelia** Emelia is an all-in-one cold-emailing tool where you can scale easily your cold email, scrape data, and find...](https://apiant.ai/connections/emelia) Reviews ## What our customers say ## More from Erpnext - [ **Erpnext to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/erpnext-to-pipedrive) - [ **Erpnext to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/erpnext-to-pandadoc) - [ **Erpnext to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/erpnext-to-supabase) - [ **Erpnext to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/erpnext-to-vercel) - [ **Erpnext to FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/erpnext-to-freeagent) - [ **Erpnext to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/erpnext-to-google-chat) ## More into Emelia - [ **Benetics to Emelia** Benetics is a construction efficiency platform built in the cloud.](https://apiant.ai/connect/benetics-to-emelia) - [ **HubSpot to Emelia** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-emelia) - [ **Salesforce to Emelia** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-emelia) - [ **Slack to Emelia** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-emelia) - [ **Google Sheets to Emelia** Google Sheets](https://apiant.ai/connect/google-sheets-to-emelia) - [ **Gmail to Emelia** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-emelia) Questions ## Erpnext and Emelia, answered ### ### What can start an automation from Erpnext? Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Emelia when something happens in Erpnext? Any of Emelia's 16 actions, including Update contact, Add campaign, Add Contact to a Campaign and Add Contact to a List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Emelia to Erpnext? Emelia has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads Emelia's API documentation and adds it. ### ### Do I have to build a connector for Erpnext or Emelia? 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 Erpnext and Emelia 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.