ERPNext

Use the ERPNext node to automate work in ERPNext, and integrate ERPNext with other applications. Mosaic Workflows has built-in support for a wide range of ERPNext features, including creating, updating, retrieving, and deleting documents.

On this page, you'll find a list of operations the ERPNext node supports and links to more resources.

Credentials

Refer to ERPNext credentials for guidance on setting up authentication.

Basic Operations

Document

  • Create a document
  • Delete a document
  • Retrieve a document
  • Retrieve all documents
  • Update a document

What to do if your operation isn't supported

If this node doesn't support the operation you want to do, you can use the HTTP Request node to call the service's API.

You can use the credential you created for this service in the HTTP Request node:

  1. In the HTTP Request node, select Authentication > Predefined Credential Type .
  2. Select the service you want to connect to.
  3. Select your credential.