--- title: "Connect Erpnext and Smartsheet - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Add row\" in Smartsheet, or \"New row\" in Smartsheet to \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/erpnext-to-smartsheet" --- # Connect Erpnext and Smartsheet When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add row** in [Smartsheet](https://apiant.ai/connections/smartsheet), or **New row** in Smartsheet 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 Smartsheet **3** triggers Smartsheet **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 Smartsheet 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 Smartsheet can do together ### From Erpnext to Smartsheet - When **New Customer** in Erpnext then **Add row** in Smartsheet - When **New Sales Invoice** in Erpnext then **Add row attachment** in Smartsheet ### From Smartsheet to Erpnext - When **New row** in Smartsheet then **Add Contact** in Erpnext - When **New sheet** in Smartsheet 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 Smartsheet ## Triggers and actions 5 triggers · 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 **New row** Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones. - Trigger **New sheet** Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones. - Trigger **Updated row** Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones. - Action **Add column** /sheets/{sheetId}/columns - add columns to a sheet. - Action **Add comment** /sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion. - Action **Add discussion** Starts a new discussion on a sheet with a first comment, and returns the discussion. - Action **Add folder** /folders/{folderId}/folders or /home/folders - create a folder. - Action **Add home folder** Creates a folder at the top level of your Sheets home and returns it. - Action **Add row** Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom. - Action **Add row attachment** /sheets/{sheetId}/rows/{rowId}/attachments - attach file or URL to a row. - Action **Add sheet** /sheets - create a sheet with columns. - Action **Copy row to another sheet** Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic. - Action **Copy sheet** /sheets/{sheetId}/copy - copy a sheet to a folder/workspace. - Action **Delete row** Deletes a row from a sheet given its Row ID. - Action **Delete row if deal does not exist in ActiveCampaign (Cisco)** Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0. - Action **Find rows** Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents. - Action **Find rows by column value** Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned. - Action **Find sheets by keyword** Returns the sheets that match the specified keyword. - Action **Find single row** Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs. - Action **Find single row by column value** Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs. - Action **Get discussion** Returns a sheet discussion with its title and comments. - Action **Get folder** Returns a folder with the folders and sheets directly inside it. - Action **Get row** Returns the column data for the specified row. An error occurs if the row is not found. - Action **Get sheet** Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found. - Action **List row attachments** Returns the attachments on a row of a Smartsheet sheet, such as files and links, with their names, types and addresses. - Action **Move row to another sheet** Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic. - Action **Two-way sync add or update a row** Creates or updates a row in a sheet. For use only with two-way sync triggers. If a Row ID is supplied the row is updated; otherwise a new row is added. - Action **Update row** Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}. - Action **Update sheet** /sheets/{sheetId} - update sheet properties (name, project settings). ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Smartsheet** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connections/smartsheet) 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 Smartsheet - [ **Salesforce to Smartsheet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smartsheet) - [ **Mailchimp to Smartsheet** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-smartsheet) - [ **ServiceM8 to Smartsheet** ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad.](https://apiant.ai/connect/servicem8-to-smartsheet) - [ **HubSpot to Smartsheet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smartsheet) - [ **Slack to Smartsheet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-smartsheet) - [ **Google Sheets to Smartsheet** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-smartsheet) Questions ## Erpnext and Smartsheet, 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 Smartsheet when something happens in Erpnext? Any of Smartsheet's 26 actions, including Update row, Update sheet, Add column and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Smartsheet to Erpnext? Yes. When something happens in Smartsheet, your agent can act in Erpnext too. This page covers both directions: Smartsheet's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or Smartsheet? 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 Smartsheet 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.