Produktdetails werden auf Englisch angezeigt. Übersetzungen folgen in Kürze.
Kurze Fakten
- Preis
- $249.00 USD
- ERPNext-Versionen
- —
- Rüstzeit
- 30 Min
- Lizenz
- Einmalig und unbefristet
- Sprachen
- 11 Sprachen
Einmalkauf
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.
$249.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
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
Server-side field validation, mandatory-field checks, and link-field resolution so Zaps cannot write malformed documents
Permission enforcement: every action runs under the integration user's role permissions, so a Zap can never exceed granted access
Submittable-document support with explicit submit/cancel handling for Sales Orders, Invoices, and other submittable DocTypes
Prebuilt Zap templates for the workflows confirmed in scoping (e.g. new Customer to CRM, paid Sales Invoice to Google Sheets, low-stock Item to Slack)
Idempotency and retry-safe handlers so Zapier's automatic retries never create duplicate records
Configurable field mapping and payload shaping per trigger so Zapier receives clean, flattened data instead of raw doc JSON
Scheduler-event-driven batch syncs for time-based or high-volume flows where per-event polling is impractical
Connection and subscription state stored in dedicated DocTypes — auditable, upgrade-safe, and manageable from the ERPNext desk
Structured error responses and logging so failed Zap runs surface actionable messages instead of opaque 500s
Tested and packaged for Frappe/ERPNext v15 and v16, delivered as a standard installable Frappe app
Über dieses Produkt
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."
Warum Zapier Connector for ERPNext wählen
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
Server-side field validation, mandatory-field checks, and link-field resolution so Zaps cannot write malformed documents
Permission enforcement: every action runs under the integration user's role permissions, so a Zap can never exceed granted access
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 2-4 weeks 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.
Was Sie bekommen
- 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
Für wen das ist
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.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei der Zapier Connector for ERPNext-App von Ihrem Konto-Dashboard herunter.
Fügen Sie die App zu Ihrer Bank hinzu
Extrahieren Sie die ZIP-Datei in den Apps-Ordner Ihrer Bank oder führen Sie „bench get-app“ mit dem Pfad zur extrahierten App aus.
Installieren Sie es auf Ihrer Website
Führen Sie „bench --site SITE_NAME install-app APP_NAME“ gefolgt von „bench migrate“ aus, um Zapier Connector for ERPNext zu installieren und sein Schema anzuwenden.
Aktivieren Sie Ihre Lizenz
Öffnen Sie die ECOSIRE-Lizenzeinstellungen auf Ihrer Website und aktivieren Sie Ihren Lizenzschlüssel. Erfordert die kostenlosen Apps ecosire_connect und ecosire_license_client.
Wie Zapier Connector for ERPNext im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo 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 | |
| Real-time triggers | Instant via webhook doc events plus polling fallback | Possible but each trigger is bespoke work | Often polling-only, fixed trigger set | |
| 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 | |
| Custom DocType support | Mapped to your custom DocTypes and fields during scoping | Yes, if budgeted per DocType | Rarely; generic apps target standard DocTypes | |
| Permission enforcement | Runs under integration user's role permissions server-side | Depends on developer discipline | Varies; often broad access | |
| Prebuilt Zap templates | Templates for your confirmed workflows, ready to clone | None unless separately built | Generic templates, not tailored to you | |
| 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 | |
| Ownership & support | Full git repo handover, source owned, support window | You own it but carry all maintenance | Vendor-locked, subscription support |
Häufig gestellte Fragen zu Zapier Connector for ERPNext
+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 2-4 weeks 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.
Angebot anfordern
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.
- 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