--- title: "Connect Erpnext and Otter.ai - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Create Conversation From File\" in Otter.ai." canonical: "https://apiant.ai/connect/erpnext-to-otter-ai" --- # Connect Erpnext and Otter.ai When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Create Conversation From File** in [Otter.ai](https://apiant.ai/connections/otter-ai), or **New Conversation** in Otter.ai to **Add Contact** in Erpnext. Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Otter.ai **1** trigger Otter.ai **5** 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 Otter.ai 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 and Otter.ai can do together ### From Erpnext to Otter.ai - When **New Customer** in Erpnext then **Create Conversation From File** in Otter.ai - When **New Sales Invoice** in Erpnext then **Get Conversation** in Otter.ai ### From Otter.ai to Erpnext - When **New Conversation** in Otter.ai then **Add Contact** in Erpnext - When **New Conversation** in Otter.ai then **Add Customer** in Erpnext 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 Otter.ai ## Triggers and actions 3 triggers · 35 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. - Trigger **New Conversation** Triggers when a new conversation appears in your Otter account, optionally limited to one channel. - Action **Create Conversation From File** Creates an Otter conversation from an audio or video file at a URL, such as a call recording from a dialer. - Action **Get Conversation** Returns a conversation's details and summary, with optional action items, insights, outline and transcript. - Action **Get Conversation Audio** Returns the MP3 download link for a conversation's audio. - Action **Get Workspace** Returns your Otter workspace's details, including its ID, name, owner and member count. - Action **Get Workspace Analytics** Returns workspace usage for a date range: transcribed minutes, conversation counts, seats and per-member usage. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Otter.ai** Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating...](https://apiant.ai/connections/otter-ai) 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 Otter.ai - [ **HubSpot to Otter.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-otter-ai) - [ **Google Sheets to Otter.ai** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-otter-ai) - [ **Gmail to Otter.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-otter-ai) - [ **Google Calendar to Otter.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-otter-ai) - [ **Google Drive to Otter.ai** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-otter-ai) - [ **Mailchimp to Otter.ai** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-otter-ai) Questions ## Erpnext and Otter.ai, 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 Otter.ai when something happens in Erpnext? Any of Otter.ai's 5 actions, including Create Conversation From File, Get Conversation, Get Conversation Audio and Get Workspace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Otter.ai to Erpnext? Yes. When something happens in Otter.ai, your agent can act in Erpnext too. This page covers both directions: Otter.ai's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or Otter.ai? 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 Otter.ai 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.