--- title: "Connect Erpnext to Maildroppa - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Add or Update Subscriber Field (By Email)\" in Maildroppa." canonical: "https://apiant.ai/connect/erpnext-to-maildroppa" --- # Connect Erpnext to Maildroppa When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add or Update Subscriber Field (By Email)** in [Maildroppa](https://apiant.ai/connections/maildroppa). Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Maildroppa **31** 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 Maildroppa 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 Maildroppa - When **New Customer** in Erpnext then **Add or Update Subscriber Field (By Email)** in Maildroppa - When **New Sales Invoice** in Erpnext then **Add or Update Subscriber Field (By Subscriber ID)** in Maildroppa 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 Maildroppa ## Triggers and actions 2 triggers · 61 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 or Update Subscriber Field (By Email)** Sets (replaces) one custom field value on the subscriber with the given email address. - Action **Add or Update Subscriber Field (By Subscriber ID)** Sets or replaces one custom field value on a subscriber identified by subscriber ID. - Action **Assign Subscriber Tag (By Email)** Assigns a customer tag to the subscriber with the given email address. - Action **Assign Subscriber Tag (By Subscriber ID)** Assigns one of your active customer tags to a subscriber, identified by subscriber ID. Assigning a tag the subscriber already has does nothing. - Action **Count Subscribers (Filtered)** Returns the number of subscribers matching a set of segment conditions, optionally limited to one subscriber status. - Action **Create Field Type** Creates a custom subscriber field in Maildroppa, such as a text, number, date or choice field. - Action **Create Segment** Creates a subscriber segment in Maildroppa from a set of field, tag, topic, segment or purchase conditions. - Action **Create Tag** Creates a new tag in Maildroppa that can be assigned to subscribers and used in segments. - Action **Delete All Subscribers (Optionally by Status)** Deletes all subscribers in the account, optionally only those with a given status. Deletion runs in the background. - Action **Delete Field Type** Archives a customer-created subscriber field so it is no longer active. - Action **Delete Segment** Deletes a segment from your Maildroppa account. Segments still in use cannot be deleted. - Action **Delete Subscriber by Email** Deletes a subscriber from your Maildroppa audience, identified by their email address. - Action **Delete Subscriber by ID** Deletes a single subscriber from your Maildroppa account by their subscriber ID. - Action **Delete Subscriber Field (By Email)** Clears the value of one subscriber field for the subscriber with the given email address. - Action **Delete Subscriber Field (By Subscriber ID)** Clears the value of one subscriber field for the subscriber with the given ID. - Action **Delete Subscribers (Bulk)** Deletes several Maildroppa subscribers at once by their subscriber IDs. - Action **Delete Subscriber Tag (By Email)** Removes a customer tag from the subscriber with the given email address. - Action **Delete Subscriber Tag (By Subscriber ID)** Removes a tag from a subscriber identified by their subscriber ID. - Action **Delete Tag** Deletes (archives) a customer tag in Maildroppa so it can no longer be assigned. An archived tag can be restored later. - Action **Find Subscriber by Email** Finds a subscriber by their exact email address and returns their details. - Action **Get Segment by ID** Returns one Maildroppa segment by its ID, including its name and filter conditions. - Action **Get Subscriber by ID** Returns a subscriber by ID, including field values, tags, status and registration details. - Action **List Field Types (Paged)** Returns all subscriber fields in the Maildroppa account, both built-in and custom, including field types and choice options. - Action **List Filtered Subscribers (Paged)** Returns one page of subscribers matching a filter of field, tag, topic, segment or purchase conditions. - Action **List Tags** Returns the tags in your Maildroppa account, including system-managed tags, optionally with archived ones. - Action **Request Double Opt‑In** Starts double opt-in for a new subscriber by sending them a confirmation email. Their profile, tags and topics are applied once they confirm. - Action **Update Field Type** Updates a custom subscriber field's label, required flag, internal visibility, position and choice options. - Action **Update Segment** Replaces a segment's name and rules in Maildroppa. - Action **Update Subscriber** Updates a subscriber's email, first name, status, custom field values and tags. Values left blank keep the subscriber's current data. - Action **Update Subscriber Email** Changes the email address of an existing Maildroppa subscriber. - Action **Update Tag** Renames an existing customer tag in Maildroppa and returns the updated tag. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Maildroppa** Maildroppa is a B2B email-marketing platform that lets you create, send and track campaigns, manage...](https://apiant.ai/connections/maildroppa) 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 Maildroppa - [ **HubSpot to Maildroppa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-maildroppa) - [ **Salesforce to Maildroppa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-maildroppa) - [ **Slack to Maildroppa** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-maildroppa) - [ **Google Sheets to Maildroppa** Google Sheets](https://apiant.ai/connect/google-sheets-to-maildroppa) - [ **Gmail to Maildroppa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-maildroppa) - [ **Google Calendar to Maildroppa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-maildroppa) Questions ## Erpnext and Maildroppa, 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 Maildroppa when something happens in Erpnext? Any of Maildroppa's 31 actions, including Create Field Type, Create Segment, Create Tag and Update Field Type. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Maildroppa to Erpnext? Maildroppa has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads Maildroppa's API documentation and adds it. ### ### Do I have to build a connector for Erpnext or Maildroppa? 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 Maildroppa 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.