ERPNext
CRM & salesAPI keyConnection test available
Any ERPNext / Frappe DocType: CRUD, search, submit, reports.
OCNORA ships 19 typed ERPNext operations. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run.
Before you connect ERPNext
- Authentication
- API key
- Credential
- {"api_key": "…", "api_secret": "…"}
- Connection test
- Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.
What you can do with ERPNext
Operations, grouped by what they do to your data.
Create and send 4
Read and search 7
Delete and cancel 2
Other operations 2
A sample ERPNext workflow
- 1A core triggerStart the run from a chat, form, manual, schedule, webhook, workflow trigger — no ERPNext trigger is needed.
- 2Count Documentserpnext.count_documentsCount how many documents of a DocType match the filters, fetching none.
- 3Attach Fileerpnext.attach_fileAttach base64-encoded file content to a document and return the File record ERPNext created.
An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.
Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.
Operations 19
- Attach FileAttach base64-encoded file content to a document and return the File record ERPNext created.erpnext.attach_file
- Call MethodCall any whitelisted server method by its dotted path — the escape hatch for endpoints this family does not wrap.erpnext.call_method
- Cancel DocumentCancel a submitted document, moving it to docstatus 2 and reversing its ledger entries.erpnext.cancel_document
- Count DocumentsCount how many documents of a DocType match the filters, fetching none.erpnext.count_documents
- Create DocumentInsert one document of a DocType and return it as ERPNext stored it.erpnext.create_document
- Create DocumentsInsert up to 200 documents in one request. The whole batch is one transaction, so a single failure writes nothing.erpnext.create_documents
- Delete DocumentDelete one document by name. ERPNext refuses when another document still links to it.erpnext.delete_document
- Get DocumentRead one whole document by name, including its child tables.erpnext.get_document
- Get Field ValuesRead named fields off the first document that matches, without fetching the rest of it.erpnext.get_value
- Check PermissionAsk ERPNext whether the connection's user may read, write, submit or cancel a given document.erpnext.has_permission
- List DocumentsFetch one page of documents of a DocType, with optional field list, filters and sort order.erpnext.list_documents
- Rename DocumentRename a document, optionally merging it into an existing one of the same DocType.erpnext.rename_document
- Run ReportRun a saved ERPNext report by name and return its columns and rows.erpnext.run_report
- Search DocumentsFind documents whose chosen fields contain a search term, as a case-insensitive OR of 'like' matches.erpnext.search_documents
- Search Link FieldRun the same link-field lookup the ERPNext UI uses, returning each match's name with the description shown beside it.erpnext.search_link
- Set Field ValueWrite one field — or several at once — on a document, running the DocType's own validation.erpnext.set_value
- Submit DocumentSubmit a submittable document, moving it from draft to submitted and posting its ledger entries.erpnext.submit_document
- Update DocumentApply a partial update to one document by name and return the saved result.erpnext.update_document
- Update DocumentsUpdate many documents in one request, reporting each failure separately instead of failing the whole batch.erpnext.update_documents
ERPNext questions
- How does OCNORA authenticate with ERPNext?
- With a stored API key credential, shaped {"api_key": "…", "api_secret": "…"}. A connection test can check it when you add it.
- What can I automate with ERPNext?
- 19 typed operations, each with a reference page listing its config fields and the shapes it emits.
- What if the ERPNext operation I need is not listed?
- Where ERPNext has an HTTP API, call it from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
- Are there templates that use ERPNext?
- Not yet. Start from a blank workflow, or describe the workflow to Build with AI.
- How are ERPNext calls controlled?
- Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.
See your first ERPNext workflow run.
Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.