--- title: "Connect Erpnext to Propelauth - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Update user email\" in Propelauth." canonical: "https://apiant.ai/connect/erpnext-to-propelauth" --- # Connect Erpnext to Propelauth When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Update user email** in [Propelauth](https://apiant.ai/connections/propelauth). Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Propelauth **12** 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 Propelauth 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 Propelauth - When **New Customer** in Erpnext then **Update user email** in Propelauth - When **New Sales Invoice** in Erpnext then **Find user by email** in Propelauth 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 Propelauth ## Triggers and actions 2 triggers · 42 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 user** Creates a new user in your PropelAuth environment and returns the new user's ID. - Action **Block user** Blocks (disables) a PropelAuth user, preventing them from logging in until they are unblocked. - Action **Create access token** Generates an access token for a PropelAuth user with a chosen duration, useful for testing your backend without a frontend. - Action **Create magic link** Creates a magic login link for a user and returns its URL. The link is not emailed; you deliver it yourself. - Action **Delete user** Permanently deletes a PropelAuth user and all of their data. - Action **Find user by email** Finds a PropelAuth user by their email address and returns their profile, custom properties and, optionally, their organizations. - Action **Find user by username** Finds a user by their username (when usernames are enabled) and returns their full profile. - Action **Get user** Returns a user's details, including their profile, status, custom properties and optionally their organizations. - Action **List users** Returns the users in your PropelAuth project, optionally filtered by partial email or username and sorted. - Action **Unblock user** Unblocks (re-enables) a blocked PropelAuth user so they can log in again. - Action **Update user** Updates a user's username, name, profile picture, custom properties, legacy ID or password-reset requirement. - Action **Update user email** Changes a user's email address, either immediately or after the user confirms the new address by email. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Propelauth** B2B authentication platform with user login, organizations, SSO, SCIM provisioning, and role-based access...](https://apiant.ai/connections/propelauth) 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 Propelauth - [ **HubSpot to Propelauth** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-propelauth) - [ **Salesforce to Propelauth** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-propelauth) - [ **Slack to Propelauth** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-propelauth) - [ **Google Sheets to Propelauth** Google Sheets](https://apiant.ai/connect/google-sheets-to-propelauth) - [ **Gmail to Propelauth** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-propelauth) - [ **Google Calendar to Propelauth** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-propelauth) Questions ## Erpnext and Propelauth, 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 Propelauth when something happens in Erpnext? Any of Propelauth's 12 actions, including Create access token, Create magic link, Update user and Update user email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Propelauth to Erpnext? Propelauth has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads Propelauth's API documentation and adds it. ### ### Do I have to build a connector for Erpnext or Propelauth? 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 Propelauth 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.