--- title: "Connect Erpnext to Funil de Vendas - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"List Sales channels\" in Funil de Vendas." canonical: "https://apiant.ai/connect/erpnext-to-funil-de-vendas" --- # Connect Erpnext to Funil de Vendas When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **List Sales channels** in [Funil de Vendas](https://apiant.ai/connections/funil-de-vendas). Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Funil de Vendas **13** 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 Funil de Vendas 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 Funil de Vendas - When **New Customer** in Erpnext then **List Sales channels** in Funil de Vendas - When **New Sales Invoice** in Erpnext then **Add Activity** in Funil de Vendas 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 Funil de Vendas ## Triggers and actions 2 triggers · 43 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 Activity** Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas. - Action **Add Product** Creates a new product in the catalog. See "Api Criação de produtos" doc. - Action **Delete Activity** Deletes an activity in Funil de Vendas by its code. - Action **List Activity types** Lists the activity types (categories) configured in the Funil de Vendas account. - Action **List Funnels** Lists the sales funnels (pipelines) in the Funil de Vendas account. - Action **List Loss reasons** Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account. - Action **List Sales channels** Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc. - Action **List Segments** Lists the company segments configured in the Funil de Vendas account. - Action **List Stages** Lists the stages (steps) of a sales funnel. - Action **List Users** Lists the users (sales reps) of the Funil de Vendas CRM account. - Action **List Win reasons** Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc. - Action **Transfer Opportunity** Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage. - Action **Update Activity** Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Funil de Vendas** Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of...](https://apiant.ai/connections/funil-de-vendas) 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 Funil de Vendas - [ **Unisender to Funil de Vendas** UniSender is one of the leading email marketing service providers in the Eastern Europe, provides Email and...](https://apiant.ai/connect/unisender-to-funil-de-vendas) - [ **HubSpot to Funil de Vendas** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-funil-de-vendas) - [ **Salesforce to Funil de Vendas** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-funil-de-vendas) - [ **Slack to Funil de Vendas** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-funil-de-vendas) - [ **Google Sheets to Funil de Vendas** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-funil-de-vendas) - [ **Gmail to Funil de Vendas** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-funil-de-vendas) Questions ## Erpnext and Funil de Vendas, 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 Funil de Vendas when something happens in Erpnext? Any of Funil de Vendas's 13 actions, including Update Activity, Add Activity, Add Product and List Activity types. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Funil de Vendas to Erpnext? Funil de Vendas has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads Funil de Vendas's API documentation and adds it. ### ### Do I have to build a connector for Erpnext or Funil de Vendas? 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 Funil de Vendas 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.