--- title: "Connect Erpnext and PagerDuty - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Create Note on Incident\" in PagerDuty, or \"New Incidents\" in PagerDuty to \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/erpnext-to-pagerduty" --- # Connect Erpnext and PagerDuty When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Create Note on Incident** in [PagerDuty](https://apiant.ai/connections/pagerduty), or **New Incidents** in PagerDuty 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 PagerDuty **2** triggers PagerDuty **26** 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 PagerDuty 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 PagerDuty can do together ### From Erpnext to PagerDuty - When **New Customer** in Erpnext then **Create Note on Incident** in PagerDuty - When **New Sales Invoice** in Erpnext then **Add Responders** in PagerDuty ### From PagerDuty to Erpnext - When **New Incidents** in PagerDuty then **Add Contact** in Erpnext - When **List Maintenance Windows** in PagerDuty 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 PagerDuty ## Triggers and actions 4 triggers ยท 56 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 **List Maintenance Windows** Gets a list of maintenance windows. - Trigger **New Incidents** Polls for new incidents in PagerDuty. - Action **Add Responders** Request additional responders (a user or escalation policy) to help with an incident. - Action **Add Team Member** Add a user to a team with a given role. - Action **Create Incident** Creates an incident in PagerDuty. - Action **Create Note on Incident** Creates a note on a given incident. - Action **Delete or End a Maintenance Window** Deletes a maintenance window that hasn't started yet, or ends one that is ongoing. - Action **Get Escalation Policy** Retrieve a single escalation policy by its ID. - Action **Get Incident** Retrieve a single PagerDuty incident by id. - Action **Get Schedule** Retrieve a single on-call schedule by its ID. - Action **Get Service** Retrieve a single PagerDuty service by id. - Action **Get Team** Retrieve a single team by its ID. - Action **Get User Information** Gets a user's information based on provided ID. - Action **List Escalation Policies** List PagerDuty escalation policies. - Action **List Incident Notes** List all notes attached to an incident. - Action **List Incidents** List PagerDuty incidents with filters (statuses, service_ids, urgencies, date range). - Action **List On-Calls** List current on-call entries โ€” who is on call now, by escalation policy/schedule/user/time window. - Action **List Schedule Overrides** List overrides on a schedule within a required since/until time window. - Action **List Schedules** List PagerDuty on-call schedules. - Action **List Services** List PagerDuty services. - Action **List Teams** List all teams in the account. - Action **List Users** List PagerDuty users. - Action **Manage Incidents** Bulk acknowledge or resolve multiple incidents in a single call. - Action **Snooze Incident** Snooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires. - Action **Two-way sync add a maintenance window** Creates a maintenance window for use with two-way sync triggers. Does not update. Use only with two-way sync triggers. - Action **Two-way sync add or update an incident** Creates or updates an incident for use with two-way sync triggers. Use only with two-way sync triggers. - Action **Update Incident** Updates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident. - Action **Update Maintenance Window** Updates a maintenance window. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **PagerDuty** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connections/pagerduty) 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 โ€” 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 PagerDuty - [ **HubSpot to PagerDuty** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pagerduty) - [ **Slack to PagerDuty** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pagerduty) - [ **Mailchimp to PagerDuty** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pagerduty) - [ **JIRA to PagerDuty** Atlassian JIRA Cloud โ€” issue tracking and project management.](https://apiant.ai/connect/jira-to-pagerduty) - [ **Freshdesk to PagerDuty** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-pagerduty) - [ **Klaviyo to PagerDuty** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/klaviyo-to-pagerduty) Questions ## Erpnext and PagerDuty, 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 PagerDuty when something happens in Erpnext? Any of PagerDuty's 26 actions, including Create Incident, Create Note on Incident, Update Incident and Update Maintenance Window. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PagerDuty to Erpnext? Yes. When something happens in PagerDuty, your agent can act in Erpnext too. This page covers both directions: PagerDuty's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or PagerDuty? 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 PagerDuty 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.