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Integrations / Accounting

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Ask ERPNext about stock, parties and documents from WhatsApp

It does, through Flann. Connect ERPNext and you can read documents, check a stock balance or pull up a customer's details from WhatsApp. You can also create documents, make a sales invoice or log a timesheet from the same chat.

49 actions in ERPNext. 30 only look things up, and 19 create, update, send or delete. You connect with your API key.

Connect ERPNext to FlannHow it connects

What you can ask Flann to do in ERPNext

Send any of these on WhatsApp, in your own words. Flann finds the right ERPNext action and fills in the details from the conversation.

FlannWhatsApp

  • “What is the stock balance for the copper pipe?”

  • “Show me the details for Greenfield Supplies”

  • “Make a sales invoice from the Greenfield order”

  • “Log two hours on the site survey”

A back office that answers in a chat

Flann reads ERPNext documents, item details, stock balances, party details and payment entries, and replies in WhatsApp in plain words.

ERPNext holds a lot, and the menus can bury the one thing you need. Instead of finding the right doctype, ask. "What is the stock balance for the copper pipe?" or "Show me the details for Greenfield Supplies" gets a direct reply. Flann can list documents of a given type and read a single field, which makes it quick for checks.

Making documents from a message

Flann can create and save documents, make sales invoices, purchase orders, delivery notes and stock entries, and set a value on a record.

ERPNext moves documents along a chain: an order becomes a delivery note, then an invoice. Flann can make the next one in the chain from the previous document, or create a timesheet entry for work just finished. It can also add a comment, cancel a document or apply a workflow action, so routine steps do not wait for a desk.

What Flann can work with in ERPNext

ERPNext gives Flann 49 actions across 21 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Documentscancelcreatedeletelook upaddrename10
Timesheetscreatelook up2

Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for ERPNext.

CompareIn ERPNext yourselfYou click through each jobA fixed workflowTriggers built in advanceFlann on ERPNextYou ask, Flann does the clicking
Asking for somethingLog in and click through the screensOnly what was wired up in advanceText or voice note, in your own words
Looking things up about documentsBy hand, screen by screenOnly the look-ups someone built30 look-ups, answered straight away
Creating and updatingTyped in by handRun unchecked once built19 changes, made from a message
ERPNext recordsAll of them, one screen at a timeOnly the ones you wire up21 kinds, from one chat
Set-upNothing new to set upSomeone builds and maintains each flowYour ERPNext API key, once

YesPartlyNo

Step by step: ERPNext jobs you can hand to Flann

Each step below names the ERPNext action Flann actually runs.

Change

Create a document from a voice note

  1. You message Flann on WhatsApp: “Create a document in ERPNext with these details.”
  2. Flann runs List ERPNext Documents in ERPNext and shows you what it found.
  3. Flann runs Create Document in ERPNext.
  4. Flann creates it in ERPNext and confirms in the chat.
Look-up

Get answers about your timesheets

  1. You message Flann on WhatsApp: “What is the latest on our timesheets in ERPNext?”
  2. Flann runs List Timesheets in ERPNext and shows you what it found.
  3. Nothing in ERPNext is changed: these are look-ups, so they run straight away.
Look-up

Check your files from WhatsApp

  1. You message Flann on WhatsApp: “Show me where our files in ERPNext stand.”
  2. Flann runs Download file from ERPNext in ERPNext and shows you what it found.
  3. Nothing in ERPNext is changed: these are look-ups, so they run straight away.

Repetitive ERPNext work Flann takes off your plate

These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.

Friday round of overdue reminders

Today

Every Friday you open ERPNext, filter the overdue invoices and write a chaser to each customer by hand. The tone drifts with your mood.

With Flann

“Who is overdue in ERPNext? Draft reminders, firmer for anyone more than a month late.”

Flann pulls the overdue list from ERPNext, sorts it by age and drafts a reminder for each customer, gentle for recent ones and firmer for the long-standing ones. One card per customer.

What you stop doing: You stop writing the same awkward chaser every week.

Rescuing failed card payments

Today

You only notice when the money is missing from the account.

With Flann

“Which payments failed in ERPNext this week, and who needs a nudge to update their card?”

Pulling the failed and declined charges from ERPNext, Flann groups them by customer and shows the reason for each. It drafts a short, friendly note asking each customer to update their details.

What you stop doing: Failed payments stop slipping by unnoticed.

More on this: how to hand repetitive tasks to an AI agent on WhatsApp.

How Flann connects to ERPNext

  1. Open Connectors in Flann and choose ERPNext.
  2. Paste your ERPNext API key into the secure form Flann opens. You will find the key in your ERPNext account settings.
  3. Go back to WhatsApp and ask for what you need. Flann chooses the ERPNext action and fills in the details.

Look-ups run as soon as you ask and change nothing in ERPNext. You can disconnect ERPNext from Connectors at any time.

Ways to use ERPNext with Flann

Check before you promise

A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from ERPNext, before you answer.

Log it while it is fresh

Send Flann a voice note about a payment or an expense. It prepares the entry in ERPNext and shows it to you before saving.

Chase what is owed

Ask Flann who still owes you. It checks ERPNext, lists the open items and drafts a reminder for each customer.

Everything Flann can do in ERPNext

The full list of ERPNext actions available to Flann once you connect it.

Looks up 30

  • Get All Roles
  • Get Document
  • Get Field Value
  • Get Item Details
  • Get List of Documents
  • Get Party Details
  • Get Payment Entry
  • Get Stock Balance
  • List ERPNext Documents
  • Search Link Field Documents
  • Download file from ERPNext
  • Download PDF Document
  • Get All Languages
  • Get DocType Metadata
  • Get Document Count
  • Get Document with Metadata
  • Get Exchange Rate
  • Get Fiscal Year
  • Get Framework Version
  • Get Logged User
  • Get Timezones
  • Get User Roles
  • Get Workflow Transitions
  • Global Search
  • List DocTypes
  • List Employees
  • List Projects
  • List Timesheets
  • List Webhooks
  • Ping API

Changes 19

  • Add Comment
  • Apply Workflow
  • Cancel Document
  • Create Document
  • Create Timesheet
  • Insert Document
  • Make Delivery Note
  • Make Purchase Order
  • Make Sales Invoice
  • Make Stock Entry
  • Save Document
  • Save Document with Action
  • Set Value
  • Submit Document
  • Update ERPNext document
  • Add Tag
  • Delete Document
  • Insert Multiple Documents
  • Rename Document

More Accounting apps Flann works with

See all integrations

Common questions

How do I connect ERPNext to WhatsApp?

Open Connectors in Flann, choose ERPNext and paste your ERPNext API key into the secure form. After that you can message Flann on WhatsApp, by text or voice note, and it works in your system.

Can Flann check stock in ERPNext?

Yes. Ask for the stock balance of an item and Flann reads it from ERPNext, along with item and party details. The look-up changes nothing in your system.

Can I make a sales invoice from WhatsApp?

Yes. Flann can make a sales invoice in ERPNext from an existing document, and can also make purchase orders, delivery notes and stock entries.

Is ERPNext included in my Flann plan?

Yes. Every Flann plan includes every app, ERPNext among them.

What can Flann do with documents in ERPNext?

Flann can cancel, create, delete, look up and add documents in ERPNext, using 10 actions (Cancel Document, Create Document, Delete Document, Get Document and more). Looking up runs straight away and changes nothing. The other actions create or change documents in ERPNext.

What can Flann do with timesheets in ERPNext?

Flann can create and look up timesheets in ERPNext, using 2 actions (Create Timesheet, List Timesheets). Looking up runs straight away and changes nothing. The other actions create or change timesheets in ERPNext.

How does Flann connect to ERPNext?

Open Connectors in Flann, choose ERPNext and paste your ERPNext API key into a secure form. You will find the key in your ERPNext account settings. Once it is connected, Flann can use 49 actions in ERPNext.

Can I use ERPNext from WhatsApp?

Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in ERPNext for you. You do not need to open ERPNext.

Does connecting ERPNext cost extra?

No. ERPNext is included in every Flann plan, along with every other app Flann connects to.

Put ERPNext to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect ERPNext and ask for what you need. Live in 24 hours.

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