Erpnext integratie

Add Comment

Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.

Add Tag

Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.

Apply Workflow

Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.

Cancel Document

Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.

Create Document

Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set …

Create Timesheet

Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.

Delete Document

Tool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.

Download file from ERPNext

Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.

Download PDF Document

Tool to download a document as PDF from ERPNext with optional print format. Use when you need to retrieve a document in PDF format, optionally specifying a custom print format or excluding letterhead.

Get All Languages

Tool to get a list of all available languages in the ERPNext/Frappe system. Use when you need to retrieve supported languages for translation or localization purposes.

Get All Roles

Tool to get a list of all roles available in the ERPNext system. Use when you need to retrieve all available roles for assignment or reference.

Get Document

Tool to get a single document by DocType and name or filters from Frappe/ERPNext. Use when you need to retrieve a specific document's complete details.