--- title: "Connect Erpnext and Website Toolbox Community - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Add to User Group\" in Website Toolbox Community." canonical: "https://apiant.ai/connect/erpnext-to-website-toolbox-community" --- # Connect Erpnext and Website Toolbox Community When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add to User Group** in [Website Toolbox Community](https://apiant.ai/connections/website-toolbox-community), or **New Post** in Website Toolbox Community 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 Website Toolbox Community **8** triggers Website Toolbox Community **21** 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 Website Toolbox Community 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 Website Toolbox Community can do together ### From Erpnext to Website Toolbox Community - When **New Customer** in Erpnext then **Add to User Group** in Website Toolbox Community - When **New Sales Invoice** in Erpnext then **Create User** in Website Toolbox Community ### From Website Toolbox Community to Erpnext - When **New Post** in Website Toolbox Community then **Add Contact** in Erpnext - When **New Topic** in Website Toolbox Community 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 Website Toolbox Community ## Triggers and actions 10 triggers · 51 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 Post** Triggers when a new post is made in any topic of your Website Toolbox forum. - Trigger **New Topic** Triggers when a new topic is started in your Website Toolbox forum. - Trigger **New User** Triggers when a new user registers on your Website Toolbox community forum. - Trigger **Post Approved** Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved). - Trigger **Post Updated** Triggers when an existing forum post is edited. - Trigger **Topic Updated** Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited. - Trigger **User Email Verified** Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group. - Trigger **User Updated** Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields. - Action **Add to User Group** Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses. - Action **Create Category** Creates a new category in your Website Toolbox forum. - Action **Create Topic** Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name. - Action **Create User** Creates a new member account on your Website Toolbox forum. - Action **Delete Category** Deletes a forum category from your Website Toolbox community. - Action **Delete Post** Deletes a post (reply) from your Website Toolbox forum. - Action **Delete Topic** Deletes a forum topic, along with its posts, from your Website Toolbox community. - Action **Delete User** Deletes a member from your Website Toolbox forum. - Action **Find topics by search term** Returns the forum topics whose title contains the search term you enter. - Action **Get category** Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts. - Action **Get post** Returns a single forum post by its id, including its message, subject, topic, category and author. - Action **Get topic** Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked. - Action **Get user** Returns a single forum member's profile from your Website Toolbox community, looked up by user id. - Action **List categories** Returns every category in your Website Toolbox forum, with each category's id, title and settings. - Action **List posts** Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected. - Action **List topics** Returns the topics (discussion threads) in your Website Toolbox forum. - Action **List users** Returns the users registered on your Website Toolbox forum. - Action **Update category** Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed. - Action **Update Post** Updates the text of an existing post in your Website Toolbox forum and returns the updated post. - Action **Update Topic** Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is. - Action **Update User** Updates a community member's username, email address or password. Fields left blank are not changed. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Website Toolbox Community** Organize your discussions into searchable topics and categories under your brand with an independent or...](https://apiant.ai/connections/website-toolbox-community) 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 Website Toolbox Community - [ **HubSpot to Website Toolbox Community** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-website-toolbox-community) - [ **Salesforce to Website Toolbox Community** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-website-toolbox-community) - [ **Slack to Website Toolbox Community** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-website-toolbox-community) - [ **Google Sheets to Website Toolbox Community** Google Sheets](https://apiant.ai/connect/google-sheets-to-website-toolbox-community) - [ **Gmail to Website Toolbox Community** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-website-toolbox-community) - [ **Google Calendar to Website Toolbox Community** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-website-toolbox-community) Questions ## Erpnext and Website Toolbox Community, 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 Website Toolbox Community when something happens in Erpnext? Any of Website Toolbox Community's 21 actions, including Create Category, Create Topic, Create User and Update category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Website Toolbox Community to Erpnext? Yes. When something happens in Website Toolbox Community, your agent can act in Erpnext too. This page covers both directions: Website Toolbox Community's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or Website Toolbox Community? 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 Website Toolbox Community 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.