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Automate ERPNext with Tray.ai

Create a document in ERPNext and start a workflow when ERPNext sends “Document updated”. Connect ERPNext to the rest of your ERP stack with Tray.ai.

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What can you do with ERPNext on Tray.ai?

ERPNext is open-source ERP software from Frappe covering accounting, inventory, sales, purchasing, manufacturing, and HR, run self-hosted or on Frappe Cloud. Tray.ai connects to ERPNext through the HTTP Connector, so your workflows can call the ERPNext API alongside the rest of your stack.

Connects through
HTTP Connector
Authentication
An API key in a request header or a bearer token or OAuth 2.0

What the ERPNext API covers

2 resources and 7 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow.

Documents (any DocType, such as Customer or Sales Invoice)

  • List documents
  • Create a document
  • Read a document
  • Update a document
  • Delete a document

Whitelisted methods

  • Call a read-only method
  • Call a method that changes data

Events ERPNext can send to a Tray.ai webhook trigger

  • Document updated

Checked against ERPNext's own documentation on 2026-10-22

docs.frappe.io/framework/user/en/api/rest

Frequently asked questions

What can a Tray.ai workflow do in ERPNext?

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The ERPNext API documents 7 actions across 2 resources (Documents (any DocType, such as Customer or Sales Invoice), Whitelisted methods). For example: List documents; Call a read-only method. A workflow can make any documented call through the HTTP Connector.

How does Tray.ai authenticate with ERPNext?

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The ERPNext API uses an API key in a request header, a bearer token, and OAuth 2.0. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

Which ERPNext events can start a Tray.ai workflow?

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ERPNext sends one event to a webhook URL, for example: Document updated. A Tray.ai webhook trigger receives them and starts a workflow.

See ERPNext working against your stack.

We'll walk through a tailored demo with your systems plugged in.

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This helps us connect you with the right person. Optional, and you can skip it.