How to Setup ERPNext Trigger Inside Pabbly Connect: A Step-by-Step Guide

Learn how to set up an ERPNext trigger inside Pabbly Connect for seamless automation. Follow this detailed guide for step-by-step instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To set up an ERPNext trigger inside Pabbly Connect, you first need to access the platform. Start by logging into your Pabbly Connect account. Once logged in, navigate to the dashboard where you can create a new workflow.

In the dashboard, click on the ‘Create Workflow’ button. This is where you will set up the integration between ERPNext and other applications like Pabbly, Doc, Box, and Facebook. Selecting Pabbly Connect as your automation tool allows you to easily manage the triggers and actions for your integration.

2. Setting Up ERPNext Trigger in Pabbly Connect

In this section, you will set up the ERPNext trigger within Pabbly Connect. After creating your workflow, go to the trigger step and search for ERPNext. Select it from the dropdown menu.

• Choose a trigger event from the options available.
• For example, select ‘Document Inserted’ if you want to capture new documents.

Once you have selected the trigger event, Pabbly Connect will generate a webhook URL. This URL is crucial as it will be used to communicate with ERPNext whenever the selected event occurs.

3. Configuring Webhook in ERPNext

Now, you need to configure the webhook in your ERPNext account to connect it with Pabbly Connect. Go to your ERPNext homepage and navigate to the ‘Integration’ section. Here, you will find the option for webhooks.

Click on the ‘Add’ button to create a new webhook. Fill in the required fields, including the naming series and the document event. For instance, if you want to send details when a new lead is inserted, select ‘After Insert’ for the document event.

• In the ‘Doc Type’ field, select ‘Lead’ to specify which data to send.
• Paste the webhook URL generated by Pabbly Connect into the request URL field.

After entering the necessary information, click on ‘Save’ to finalize the webhook configuration. This will allow ERPNext to send data to Pabbly Connect whenever a new lead is created.

4. Testing the Webhook Integration

After setting up the webhook in ERPNext, it’s time to test the integration with Pabbly Connect. Go back to your Pabbly Connect dashboard, where you should see a message indicating that it is waiting for a webhook response.

To test this, return to your ERPNext account and create a new lead. Fill in the details such as name, job title, email, and mobile number. Once you click ‘Save’, ERPNext will trigger the webhook, sending the lead’s information to Pabbly Connect.

Make sure to include relevant details like the lead’s name and email. Once saved, check Pabbly Connect for the received data.

If everything is configured correctly, you will see the lead’s details appear in Pabbly Connect, confirming that the integration works as intended.

5. Conclusion

In this tutorial, we explored how to set up an ERPNext trigger inside Pabbly Connect. By following the steps outlined, you can automate the process of capturing data from ERPNext and integrating it with other applications.

This setup not only streamlines your workflow but also enhances efficiency by ensuring that all relevant information is captured in real-time. Utilize Pabbly Connect to maximize your automation capabilities.