Connect Erpnext and Runn

Both apps 56Erpnext 32Runn 24

• 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 Assignment

  Triggers when a new assignment is created in Runn, optionally limited to one person, role or project.

• Trigger
  New Client

  Triggers when a new client is created in Runn.

• Trigger
  New Contract

  Triggers when a new contract is added to a person in Runn.

• Trigger
  New Holiday Group

  Triggers when a new holiday group is added to your Runn account.

• Trigger
  New Person

  Triggers when a new person is added in Runn.

• Trigger
  New Project

  Triggers when a new project is created in Runn.

• Trigger
  New Rate Card

  Triggers when a new rate card is created in Runn.

• Trigger
  New Role

  Triggers when a new role is created in Runn.

• Trigger
  New Skill

  Triggers when a new skill is created in Runn.

• Trigger
  New Team

  Triggers when a new team is created in Runn.

• Trigger
  New User

  Triggers when a new user is added to your Runn account.

• Action
  Assign a Manager

  Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person.

• Action
  Create Assignment

  Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day.

• Action
  Create Client

  Creates a new client in Runn with a name and, optionally, a website and links to external systems.

• Action
  Create Contract

  Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours.

• Action
  Create Person

  Creates a person in Runn, along with their first contract (role, employment type, cost and working hours).

• Action
  Create Project

  Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project.

• Action
  Create Role

  Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references.

• Action
  Create Skill

  Creates a new skill in Runn that can be assigned to people and placeholders.

• Action
  Create Timesheet (Actual)

  Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream.

• Action
  Find Client

  Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references.

• Action
  Find Person

  Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person.

• Action
  Find Project

  Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date.

• Action
  Find Role

  Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.