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Productivity

Erpnext for your Agent

Flow can look up tasks, projects and pages in Erpnext, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in Erpnext. Connect with an API key from your Erpnext account.

Create a task in Erpnext for each document the Lyon tender asks for, due two days before the deadline.

Connect Erpnext in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Erpnext.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Erpnext.

What Flow can do depends on what Erpnext offers through its API and on the access you choose.

Things to ask

Type these to Flow once Erpnext is connected.

  • Erpnext

    Create a task in Erpnext for each document the Lyon tender asks for, due two days before the deadline.

  • Erpnext

    What is still open in Erpnext for our hospital bid?

About Erpnext

Erpnext is a free, open-source ERP platform built on the Frappe Framework. It streamlines business operations by integrating accounting, inventory, HR, and more in one place.

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