ERPNext and Slack integration

Save yourself the work of writing custom integrations for ERPNext and Slack and use n8n instead. Build adaptable and scalable Finance & Accounting, Data & Storage, 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 Slack

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 Slack integration: Create a new workflow and add the first step

Step 2: Add and configure ERPNext and Slack nodes

You can find ERPNext and Slack 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 Slack nodes one by one: input data on the left, parameters in the middle, and output data on the right.

ERPNext and Slack integration: Add and configure ERPNext and Slack nodes

Step 3: Connect ERPNext and Slack

A connection establishes a link between ERPNext and Slack (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 Slack integration: Connect ERPNext and Slack

Step 4: Customize and extend your ERPNext and Slack 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 Slack with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

ERPNext and Slack integration: Customize and extend your ERPNext and Slack integration

Step 5: Test and activate your ERPNext and Slack workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ERPNext to Slack 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 Slack integration: Test and activate your ERPNext and Slack workflow

Build your own ERPNext and Slack integration

Create custom ERPNext and Slack 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

Slack supported actions

ERPNext and Slack 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

Data & Storage

Slack is a powerful collaboration tool for businesses of all sizes. It brings team communication and collaboration into one place so you can get more work done, whether you belong to a large enterprise or a small business.

Slack node docs + examples

Slack credential docs

See Slack integrations

Related categories

Communication

Other integrations with ERPNext