- Home
- Apps
- SaaS Tools
- Zapier Connector for ERPNext
Illustrative previewA published Zapier integration for ERPNext with OAuth authentication,
document triggers, and create/update actions so your ops team can wire ERPNext into 6,000+ apps without writing code.
ECOSIRE builds, installs, and supports it for your instance.
What is Zapier Connector for ERPNext?
A published Zapier integration for ERPNext with OAuth authentication, document triggers, and create/update actions so your ops team can wire ERPNext into 6,000+ apps without writing code. ECOSIRE builds, installs, and supports it for your instance. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Every growing business hits the same wall: ERPNext holds the source of truth for sales, inventory, and finance, but the rest of the stack — Slack, Gmail, HubSpot, Google Sheets, Stripe, Airtable, WhatsApp — lives outside it. ERPNext ships webhooks and a full REST API, but wiring those to external apps means someone comfortable with hooks.py doc events, server scripts, payload signing, and retry logic. Your ops team can describe the automation they want in one sentence, yet each one becomes an engineering ticket. Native webhooks are one-directional and fire-and-forget; there is no maintained catalog of ready-made connections, no self-service builder, and no way for a non-developer to say "when a Sales Order is submitted, post to Slack and add a row to a sheet."
The Zapier Connector for ERPNext closes that gap. We build and publish a proper Zapier integration backed by a dedicated Frappe app installed on your bench. Authentication uses ERPNext's OAuth 2.0 provider, so Zapier connects with scoped, revocable tokens tied to a dedicated integration user and role profile — no shared API keys pasted into third-party UIs. On the trigger side, we register both polling triggers (Zapier periodically pulls new or modified records via the Frappe REST API with modified cursors) and instant triggers backed by ERPNext webhook subscriptions fired from after_insert, on_update, and on_submit doc events, so a submitted Sales Invoice or a new Lead reaches Zapier in seconds. On the action side, whitelisted server-side methods let a Zap create or update any DocType — Customer, Item, Sales Order, Task, custom DocTypes included — with field validation, permission checks, and idempotency handled server-side rather than trusting raw client input.
Because it is a real Frappe app and not a brittle script, everything is version-controlled and upgrade-safe. Doc-event handlers are declared in hooks.py; the connection and subscription state live in their own DocTypes; whitelisted methods enforce role permissions so a Zap can never do more than its integration user is allowed to. We ship prebuilt Zap templates for the workflows your team names in the scoping call — new customer to CRM, paid invoice to accounting sheet, low-stock alert to Slack — so the ops team starts from working examples instead of a blank canvas. Scheduler events can drive time-based syncs where polling is not enough. The app is tested against Frappe/ERPNext v15 and v16.
This is a build-to-order product, not an instant download. After a short scoping call we confirm exactly which DocTypes, triggers, actions, and Zap templates you need, then build the connector against your ERPNext version and customizations. Typical delivery is one working week from confirmed scope. We install it on your staging bench, run UAT with your team, help submit or privately share the Zapier app, then hand over the git repository, documentation, and a post-go-live support window. You own the source outright.
What you get
- Installable Frappe app source code for your ERPNext version, containing the OAuth setup, doc-event handlers, and whitelisted action methods
- Installation and configuration on your staging bench, including the Zapier integration user, role profile, and OAuth client setup
- Published or privately-shared Zapier app configured with your triggers, actions, and authentication
- Prebuilt Zap templates for the workflows confirmed during scoping, ready for your ops team to clone
- Technical documentation covering DocType mappings, doc events, whitelisted methods, and how to add new triggers/actions
- End-user guide plus a live training session for the ops team on building and managing Zaps
- UAT on a staging instance with a documented rollback plan before any production change
- Git repository handover with full history and a defined post-go-live support window
Who this is for
Operations lead automating cross-app workflows
Owns the day-to-day process glue between ERPNext and tools like Slack, Sheets, and CRM. Needs to build and change automations self-service without filing an engineering ticket for every rule.
Head of RevOps / Sales Operations
Wants new Leads, Customers, and paid invoices to flow automatically into the CRM, notification, and reporting stack in near real time, with instant triggers rather than nightly batch jobs.
Finance / accounts manager
Needs submitted Sales Invoices and payments mirrored into spreadsheets, dashboards, or approval tools automatically, with server-side validation so nothing malformed gets written back to ERPNext.
IT manager without spare Frappe developers
Wants a governed, OAuth-scoped, permission-respecting integration layer that the business can extend safely, instead of ad-hoc webhook scripts nobody maintains.
How Zapier Connector for ERPNext Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Authentication | OAuth 2.0 with scoped, revocable tokens on a dedicated integration user | Whatever the developer wires up; often shared API keys | Usually API-key based, rarely per-scope | API keys or webhook secrets, no Zapier-native OAuth |
| Real-time triggers | Instant via webhook doc events plus polling fallback | Possible but each trigger is bespoke work | Often polling-only, fixed trigger set | One-way webhooks only, no Zapier trigger surface |
| Actions on any DocType | Create/update any DocType incl. custom via whitelisted methods | Only the DocTypes the developer coded for | Limited to a fixed list of standard DocTypes | Raw REST API — no Zapier action layer, no validation UX |
| Custom DocType support | Mapped to your custom DocTypes and fields during scoping | Yes, if budgeted per DocType | Rarely; generic apps target standard DocTypes | REST works but requires developer per integration |
| Permission enforcement | Runs under integration user's role permissions server-side | Depends on developer discipline | Varies; often broad access | Full API access unless carefully scoped by hand |
| Prebuilt Zap templates | Templates for your confirmed workflows, ready to clone | None unless separately built | Generic templates, not tailored to you | None |
| Upgrade safety (v15/v16) | Standard Frappe app, tested on v15/v16, version-pinned | Fragile scripts often break on upgrade | Depends on vendor's release cadence | Core webhooks change; no packaged layer to maintain |
| Ownership & support | Full git repo handover, source owned, support window | You own it but carry all maintenance | Vendor-locked, subscription support | Self-maintained against core docs |
Frequently Asked Questions about Zapier Connector
Is this an existing app I can download and install instantly?
No. This is a build-to-order product. ECOSIRE builds the Zapier connector and its supporting Frappe app against your specific ERPNext version, DocTypes, and workflows, then installs and supports it. There is no instant self-service download.
How long does delivery take?
Typical delivery is one working week from confirmed scope. After a short scoping call we lock down the exact triggers, actions, DocTypes, and Zap templates you need, then build, test on staging, and hand over. Complex custom-DocType or high-volume requirements can extend the timeline, which we flag during scoping.
How do triggers actually reach Zapier — is it real-time?
We register two kinds. Instant triggers use ERPNext webhook subscriptions fired from `after_insert`, `on_update`, and `on_submit` doc events, so events reach Zapier within seconds. Polling triggers periodically query the Frappe REST API using `modified` cursors for flows where a small delay is fine. We choose per trigger based on the workflow.
Is it secure to connect ERPNext to a third-party like Zapier?
Yes. Authentication uses ERPNext's OAuth 2.0 provider with scoped, revocable tokens tied to a dedicated integration user and role profile — no shared API keys. Every action runs under that user's permissions, so a Zap can never read or write beyond what you grant. You can revoke access at any time from the desk.
Can it work with our custom DocTypes and fields?
Yes. The actions target any DocType through whitelisted server-side methods, including custom DocTypes and custom fields. Triggers can fire on your custom doc events too. We map the specific DocTypes and fields you need during scoping so the connector matches your instance, not a generic template.
What about support and future updates?
Every build includes a post-go-live support window for fixes and questions. Because it is a standard Frappe app pinned to your ERPNext version, updates for new triggers, actions, or a v15-to-v16 upgrade are handled as scoped follow-on work. You receive the full git repository and own the source, so any Frappe developer can maintain it.
Which ERPNext versions are supported?
The connector is built, tested, and packaged for Frappe/ERPNext v15 and v16. During scoping we confirm your exact version and any customizations so the delivered app installs cleanly on your bench.
Related Modules

Workspace & Field-Level Permissions Manager
A build-to-order Frappe app that extends ERPNext permissions with field-level read/write masking, record-level rules and role-scoped workspace visibility. ECOSIRE scopes, builds, installs and supports it on your ERPNext v15/v16 bench.

Xero Integration & Migrator for ERPNext
A build-to-order Frappe app that migrates your Xero accounting data into ERPNext and keeps invoices, bills, payments and tax mappings in sync via the Xero OAuth API. Scoped, built, installed and supported by ECOSIRE.

ZKTeco Biometric Attendance Sync
A build-to-order Frappe app that polls your ZKTeco/ZKBio attendance devices and writes clean, de-duplicated punches straight into ERPNext Employee Checkin records. ECOSIRE builds, installs, and supports it for your specific device fleet and site layout.
Zapier Connector
A published Zapier integration for ERPNext with OAuth authentication, document triggers, and create/update actions so your ops team can wire ERPNext into 6,000+ apps without writing code. ECOSIRE builds, installs, and supports it for your instance.
- OAuth 2.0 authentication via ERPNext's built-in OAuth provider — scoped, revocable tokens bound to a dedicated integration user and role profile, no shared API keys
- Instant triggers backed by ERPNext webhook subscriptions fired from `after_insert`, `on_update`, and `on_submit` doc events registered in `hooks.py`
- Polling triggers that pull new and modified records through the Frappe REST API using `modified` timestamp cursors for reliable deduplication
- Create and update actions targeting any DocType — Customer, Item, Sales Order, Lead, Task, plus your custom DocTypes — through whitelisted server-side methods
