Can ERPNext connect with SendGrid?

Yes, ERPNext can connect with SendGrid using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between ERPNext and SendGrid. Configure nodes for ERPNext and SendGrid in the n8n interface, specifying actions and triggers to set up their connection.

Can I use ERPNext’s API with n8n?

Yes, with n8n, you can programmatically interact with ERPNext’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use SendGrid’s API with n8n?

Yes, with n8n, you can programmatically interact with SendGrid’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating ERPNext and SendGrid?

Yes, it is safe to use n8n to integrate ERPNext and SendGrid. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with ERPNext and SendGrid integration in n8n.io?

To start integrating ERPNext and SendGrid in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

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ERPNext

SendGrid

ERPNext and SendGrid integration

Save yourself the work of writing custom integrations for ERPNext and SendGrid and use n8n instead. Build adaptable and scalable Finance & Accounting, Data & Storage, Marketing, and Communication workflows that work with your technology stack. All within a building experience you will love.

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How to connect ERPNext and SendGrid

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

ERPNext and SendGrid integration: Create a new workflow and add the first step

Step 2: Add and configure ERPNext and SendGrid nodes

You can find ERPNext and SendGrid in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure ERPNext and SendGrid nodes one by one: input data on the left, parameters in the middle, and output data on the right.

ERPNext and SendGrid integration: Add and configure ERPNext and SendGrid nodes

Step 3: Connect ERPNext and SendGrid

A connection establishes a link between ERPNext and SendGrid (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

ERPNext and SendGrid integration: Connect ERPNext and SendGrid

Step 4: Customize and extend your ERPNext and SendGrid integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect ERPNext and SendGrid with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

ERPNext and SendGrid integration: Customize and extend your ERPNext and SendGrid integration

Step 5: Test and activate your ERPNext and SendGrid workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ERPNext to SendGrid or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

ERPNext and SendGrid integration: Test and activate your ERPNext and SendGrid workflow

Build your own ERPNext and SendGrid integration

Create custom ERPNext and SendGrid workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

ERPNext supported actions

Document

Create

Create a document

Delete

Delete a document

Get

Retrieve a document

Get Many

Retrieve many documents

Update

Update a document

SendGrid supported actions

Contact
List
Mail

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact by ID

Get Many

Get many contacts

Create

Create a list

Delete

Delete a list

Get

Get a list

Get Many

Get many lists

Update

Update a list

Send

Send an email

ERPNext and SendGrid integration details

ERPNext is a free, agile and open-source ERP (Enterprise Resource Planning) system. It covers everything you require, from financial accounting, to HR and payroll, CRM, manufacturing, and other modules that helps you run and automate your business.

ERPNext node docs + examples

ERPNext credential docs

See ERPNext integrations

Related categories

Finance & Accounting