---
title: "Connect Erpnext to Urlbox - APIANT.ai"
description: "When \"New Customer\" fires in Erpnext, your agent runs \"Capture Full Page Website Screenshot\" in Urlbox."
canonical: "https://apiant.ai/connect/erpnext-to-urlbox"
---

# Connect Erpnext to Urlbox

When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Capture Full Page Website Screenshot** in [Urlbox](https://apiant.ai/connections/urlbox). Describe the whole flow and it is built, tested on every scenario and kept running.

Erpnext **2** triggers Erpnext **30** actions Urlbox **15** 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 Urlbox 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 Urlbox

- When **New Customer** in Erpnext then **Capture Full Page Website Screenshot** in Urlbox
- When **New Sales Invoice** in Erpnext then **Capture Website Screenshot** in Urlbox

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 Urlbox

## Triggers and actions 2 triggers · 45 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

**Capture Full Page Website Screenshot**

Captures a screenshot of the entire scrollable length of a web page and returns a temporary link to the image.

- Action

**Capture Website Screenshot**

Captures a viewport-sized screenshot of a public web page and returns a temporary link to the image.

- Action

**Generate Screenshot From HTML**

Renders the HTML you supply in a browser and returns a temporary link to the resulting screenshot image.

- Action

**Generate Screenshot From URL**

Captures a screenshot image of a public web page and returns a temporary link to the image.

- Action

**HTML to Markdown**

Converts an HTML snippet or full HTML page to Markdown with Urlbox and returns a link to the Markdown file.

- Action

**HTML to PDF**

Converts HTML into a PDF document with Urlbox and returns a link to the PDF.

- Action

**HTML to PNG**

Render HTML into a PNG image with Urlbox and return a link to it.

- Action

**Open Graph Images**

Render an HTML template into a social sharing (Open Graph) image, 1200 x 630 pixels by default, and return a link to the image.

- Action

**Record Scrolling Website Video**

Records a video (MP4 or WebM) of a web page while smoothly scrolling down it, and returns a link to the video.

- Action

**Record Website Video**

Records a video (MP4 or WebM) of a web page with Urlbox and returns a link to the video file.

- Action

**Render**

Render a web page or HTML into a screenshot, PDF, video, Markdown or HTML file with Urlbox and get back a temporary link to the result.

- Action

**Scrape HTML**

Loads a web page in a real browser and returns a link to its fully rendered HTML source.

- Action

**URL to Markdown**

Loads a web page in Urlbox's browser and converts it to a Markdown file, returning a link to the file.

- Action

**URL to PDF**

Convert a URL into a PDF document.

- Action

**URL to PNG**

Capture a PNG screenshot of a web page from its URL.

## Each app on its own

- [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext)
- [ **Urlbox** Urlbox is a screenshot API that allows you to generate images, PDFs and video from a URL or HTML.](https://apiant.ai/connections/urlbox)

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 Urlbox

- [ **Fourthwall to Urlbox** Fourthwall platform designed to helping creators build their brand, monetize the online presence](https://apiant.ai/connect/fourthwall-to-urlbox)
- [ **HubSpot to Urlbox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-urlbox)
- [ **Salesforce to Urlbox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-urlbox)
- [ **Slack to Urlbox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-urlbox)
- [ **Google Sheets to Urlbox** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-urlbox)
- [ **Gmail to Urlbox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-urlbox)

Questions

## Erpnext and Urlbox, 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 Urlbox when something happens in Erpnext?

Any of Urlbox's 15 actions, including Capture Full Page Website Screenshot, Capture Website Screenshot, Generate Screenshot From HTML and Generate Screenshot From URL. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Urlbox to Erpnext?

Urlbox has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads Urlbox's API documentation and adds it.

###

### Do I have to build a connector for Erpnext or Urlbox?

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 Urlbox 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.
