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Let your phone agent look up and create ERPNext invoices, customers and timesheets during the call.

Connect ERPNext to AgentCalls and your agent can work with your finance records while it talks to callers. It can look up a customer or an invoice, add a comment or tag to a document, log a timesheet, or move a record through its approval workflow. Your team sees every change in ERPNext as it happens. Connect your ERPNext site with your own credentials from its settings, and choose which actions the agent can use.

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What your agent can do with Erpnext

  • Look up customers, invoices and documents while the caller is on the line
  • Create customers, leads and records such as sales invoices when the caller asks
  • Log timesheet entries for staff or projects after a call
  • Add comments, notes and tags to documents for your team to review
  • Move documents through approval steps, for example submitting or approving a request

Erpnext exposes 50 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Invoice status question

  1. Caller

    Hi, I'm calling about invoice SINV-2024-0382. Has it been paid yet?

  2. Agent

    Let me check that for you. Invoice SINV-2024-0382 for Harbor Dental Supply is submitted with a balance of 1,240 dollars, due on the 28th.

  3. Caller

    Okay, can you add a note that I'll pay by Friday?

  4. Agent

    Done. I've added the note to the invoice so your accounts team can see it.

New customer from a call

  1. Caller

    I'd like to open an account. My company is Brightline Electrical, and I'm Sam Okafor.

  2. Agent

    Thanks, Sam. What's the best email and billing address?

  3. Caller

    sam@brightline-electrical.co.uk, and 14 Mill Road, Leeds.

  4. Agent

    I've created Brightline Electrical as a new customer with those details. Your account manager will get a notification.

Timesheet follow-up

  1. Caller

    This is Leila from the Riverside project. I worked six hours on site today.

  2. Agent

    Got it, Leila. I'll log six hours against the Riverside project for today. Shall I submit it for approval?

  3. Caller

    Yes, please.

  4. Agent

    The timesheet is logged and sent to your supervisor for approval.

How to connect Erpnext

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Erpnext

    From Integrations in the dashboard, choose Erpnext and enter the connection details from your Erpnext account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Erpnext actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Finance & invoicing integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up and update ERPNext records during a live call, and it can also record outcomes for your team to review after the call ends.

What do I need to connect ERPNext?

An ERPNext site with an account that has the permissions you want the agent to use. Enter your credentials from the ERPNext settings in the AgentCalls dashboard. Integrations are included from the Growth plan.

Which actions can the agent take?

You choose which of the 50 ERPNext actions the agent can use, such as creating documents, adding comments, logging timesheets, and applying workflow steps. Anything you leave off stays off.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Erpnext.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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