Zapier App to automate ERPNext. Deploy this app to Zapier and connect thousands of other apps to your ERP-System, for example, Google Forms, Calendly or Stripe. At the moment, creating Leads or Opportunities works especially well.
- Clone this repository,
- Install the Zapier CLI:
npm install -g zapier-platform-cli
zapier login
- Install dependencies
npm install
zapier push
- Set the base URL of your ERPNext instance, for example https://demo.erpnext.com (without trailing
/
slash).
zapier env 0.0.1 BASE_URL https://demo.erpnext.com
- Get your client ID and secret from ERPNext (details below) an let zapier know about it:
zapier env 0.0.1 CLIENT_ID abcd1234
zapier env 0.0.1 CLIENT_SECRET a1b2c3d4
Please follow Frappe's guide on How to set up oAuth in ERPNext.
If this is your first time configuring oAuth you'll need to set your second-level-domain in ERPNext. For example, if your instance runs at https://erp.domain.tld, use https://domain.tld (without the "erp" subdomain). In ERPNext, go to Setup > Integrations > Social Login Keys
, enter your second-level-domain in the field called "Frappe Server URL" and hit save. (If you don't do this you will later get a 417 ValidationError in Zapier.)
Next, run zapier describe
in the app folder to find this output:
Authentication
┌────────┬───────────────────────────────────────────────────────────────┬────────────────────────────────────────────────┐
│ Type │ Redirect URI │ Available Methods │
├────────┼───────────────────────────────────────────────────────────────┼────────────────────────────────────────────────┤
│ oauth2 │ https://zapier.com/dashboard/auth/oauth/return/App0000CLIAPI/ │ authentication.test │
│ │ │ authentication.oauth2Config.getAccessToken │
│ │ │ authentication.oauth2Config.refreshAccessToken │
└────────┴───────────────────────────────────────────────────────────────┴────────────────────────────────────────────────┘
In ERPNext, go to Setup > Integrations > OAuth Client
and click New. (You need to have the System Manager role.)
To add a client for Zapier, fill in the following details:
- App Name: Zapier (or whatever you like)
- Redirect URIs: use the Redirect URI from the output above.
- Default Redirect URIs: use the Redirect URI from the output above.
Leave all other fields to default and hit save.
Now you should see the App Client ID
. Set it as environment variable CLIENT_ID using the following command:
zapier env 0.0.1 CLIENT_ID abcd1234
zapier env 0.0.1 CLIENT_SECRET a1b2c3d4
When you run zapier env 0.0.1
it should look similar to this:
┌─────────┬───────────────┬──────────────────────────────┐
│ Version │ Key │ Value │
├─────────┼───────────────┼──────────────────────────────┤
│ 0.0.1 │ BASE_URL │ https://demo.erpnext.com │
│ 0.0.1 │ CLIENT_ID │ abcd1234 │
│ 0.0.1 │ CLIENT_SECRET │ a1b2c3d4 │
└─────────┴───────────────┴──────────────────────────────┘
Your app is ready to start. Head over to zapier.com and create a new Zap.
- Tested only on ERPNext Version 11
- Dates must be passed as strings in ISO format:
YYYY-MM-DD
Copyright (C) 2018 Raffael Meyer raffael@alyf.de
This program is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version.
This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.
You should have received a copy of the GNU General Public License along with this program. If not, see https://www.gnu.org/licenses/.