# Connect Erpnext and TextIt When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add contact** in [TextIt](https://apiant.ai/connections/textit), or **New contact** in TextIt 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 TextIt **2** triggers TextIt **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 TextIt to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 TextIt can do together ### From Erpnext to TextIt - When **New Customer** in Erpnext then **Add contact** in TextIt - When **New Sales Invoice** in Erpnext then **Add contact field** in TextIt ### From TextIt to Erpnext - When **New contact** in TextIt then **Add Contact** in Erpnext - When **New message** in TextIt 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 TextIt ## Triggers and actions 4 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. - Trigger **New contact** Triggers when a new contact is added to your TextIt workspace, optionally only contacts in a chosen group. - Trigger **New message** Triggers when a new message is sent or received in your TextIt workspace, optionally limited to a folder or label. - Action **Add broadcast** Creates and sends a new message broadcast to contacts, phone numbers/URNs or contact groups. - Action **Add contact** Creates a new contact in your TextIt workspace with a name, language, URNs (phone, email, etc.), groups and contact field values. - Action **Add contact field** Creates a new custom contact field in your TextIt workspace. - Action **Add group** Creates a new contact group in your TextIt workspace. - Action **Delete contact** Deletes a contact, identified by its UUID or one of its URNs. - Action **Find contacts** Finds contacts by UUID, URN, group or modification date and returns the matching contacts. - Action **Find messages** Returns messages in your TextIt workspace, filtered by message, folder, label or creation date, most recent first. - Action **List broadcasts** Returns the broadcasts sent from your TextIt workspace, most recent first, optionally filtered by broadcast id or creation date. - Action **List contact fields** Returns the custom contact fields defined in your TextIt workspace, with each field's key, name and data type. - Action **Perform contact action** Performs a bulk action on up to 100 contacts: add to or remove from a group, block, unblock, interrupt active flow runs, or permanently delete. - Action **Start Flow** Starts contacts, groups or URNs down a TextIt flow and returns the created flow start. - Action **Update contact** Updates an existing TextIt contact, identified by its UUID or one of its URNs. Only the values you fill in are changed. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **TextIt** TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.](https://apiant.ai/connections/textit) 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 TextIt - [ **HubSpot to TextIt** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-textit) - [ **Salesforce to TextIt** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-textit) - [ **Slack to TextIt** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-textit) - [ **Google Sheets to TextIt** Google Sheets](https://apiant.ai/connect/google-sheets-to-textit) - [ **Gmail to TextIt** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-textit) - [ **Google Calendar to TextIt** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-textit) Questions ## Erpnext and TextIt, 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 TextIt when something happens in Erpnext? Any of TextIt's 12 actions, including Update contact, Add broadcast, Add contact and Add contact field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TextIt to Erpnext? Yes. When something happens in TextIt, your agent can act in Erpnext too. This page covers both directions: TextIt's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or TextIt? 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. ### ### 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.