--- title: "Connect Erpnext and Webex Teams - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Add message\" in Webex Teams, or \"New membership\" in Webex Teams to \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/erpnext-to-webex-teams" --- # Connect Erpnext and Webex Teams When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add message** in [Webex Teams](https://apiant.ai/connections/webex-teams), or **New membership** in Webex Teams 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 Webex Teams **2** triggers Webex Teams **16** 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 Webex Teams 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 Webex Teams can do together ### From Erpnext to Webex Teams - When **New Customer** in Erpnext then **Add message** in Webex Teams - When **New Sales Invoice** in Erpnext then **Update message** in Webex Teams ### From Webex Teams to Erpnext - When **New membership** in Webex Teams then **Add Contact** in Erpnext - When **New message** in Webex Teams 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 Webex Teams ## Triggers and actions 4 triggers · 46 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 membership** Triggers when a person is added to a Webex space. - Trigger **New message** Triggers when a new message is posted in a Webex space you are in. - Action **Add membership** Adds a person to a Webex space (room) by person ID or email, optionally as a moderator, and returns the new membership. - Action **Add message** Posts a message to a Webex space, or sends a direct message to a person, with optional text, markdown, a file or an adaptive card. - Action **Add room** Creates a new Webex space (room), optionally inside a team. - Action **Add team** Creates a new team in Webex. The person creating it becomes the team's moderator. - Action **Delete membership** Removes a person from a Webex space by deleting their membership. - Action **Delete message** Deletes a message from a Webex space. - Action **Delete room** Deletes a Webex space (room) by its ID, along with its messages. - Action **Find people by email or name** Finds Webex people by email address or display name and returns the matching people. - Action **Get message** Returns the details of a single Webex message, including its text, room and sender. - Action **Get person** Returns the details of a Webex person, such as their name, email addresses, avatar and status. - Action **Get room** Returns the details of a Webex space, such as its title, type, team and creation date. - Action **List memberships** Returns the memberships of a Webex space, or the spaces a person belongs to. - Action **List messages** Returns the messages in a Webex space, newest first, optionally limited to replies in a thread, messages mentioning someone, or messages before a given time or message. - Action **List rooms** Returns the Webex spaces (rooms) the authenticated user belongs to, optionally filtered by team or space type and sorted. - Action **Update message** Edits the text of a message you previously posted in a Webex space. - Action **Update room** Updates a Webex space's title and settings, such as locking it, making it public, or setting it to announcement-only. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Webex Teams** Video conferencing and team messaging platform with APIs for meetings, calling, and chat integrations.](https://apiant.ai/connections/webex-teams) 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 Webex Teams - [ **HubSpot to Webex Teams** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webex-teams) - [ **Salesforce to Webex Teams** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webex-teams) - [ **Slack to Webex Teams** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webex-teams) - [ **Google Sheets to Webex Teams** Google Sheets](https://apiant.ai/connect/google-sheets-to-webex-teams) - [ **Gmail to Webex Teams** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webex-teams) - [ **Google Calendar to Webex Teams** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webex-teams) Questions ## Erpnext and Webex Teams, 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 Webex Teams when something happens in Erpnext? Any of Webex Teams's 16 actions, including Update message, Update room, Add membership and Add message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Webex Teams to Erpnext? Yes. When something happens in Webex Teams, your agent can act in Erpnext too. This page covers both directions: Webex Teams's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or Webex Teams? 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 Webex Teams 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.