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integrationERPNext node
integrationHelpScout node

ERPNext and HelpScout integration

Save yourself the work of writing custom integrations for ERPNext and HelpScout and use n8n instead. Build adaptable and scalable Finance & Accounting, Data & Storage, and Communication workflows that work with your technology stack. All within a building experience you will love.

How to connect ERPNext and HelpScout

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

ERPNext and HelpScout integration: Create a new workflow and add the first step

Step 2: Add and configure ERPNext and HelpScout nodes

You can find ERPNext and HelpScout in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure ERPNext and HelpScout nodes one by one: input data on the left, parameters in the middle, and output data on the right.

ERPNext and HelpScout integration: Add and configure ERPNext and HelpScout nodes

Step 3: Connect ERPNext and HelpScout

A connection establishes a link between ERPNext and HelpScout (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

ERPNext and HelpScout integration: Connect ERPNext and HelpScout

Step 4: Customize and extend your ERPNext and HelpScout integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect ERPNext and HelpScout with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

ERPNext and HelpScout integration: Customize and extend your ERPNext and HelpScout integration

Step 5: Test and activate your ERPNext and HelpScout workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ERPNext to HelpScout or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

ERPNext and HelpScout integration: Test and activate your ERPNext and HelpScout workflow

Build your own ERPNext and HelpScout integration

Create custom ERPNext and HelpScout workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

ERPNext supported actions

Create
Create a document
Delete
Delete a document
Get
Retrieve a document
Get Many
Retrieve many documents
Update
Update a document

HelpScout supported actions

Create
Create a new conversation
Delete
Delete a conversation
Get
Get a conversation
Get Many
Get many conversations
Create
Create a new customer
Get
Get a customer
Get Many
Get many customers
Properties
Get customer property definitions
Update
Update a customer
Get
Get data of a mailbox
Get Many
Get many mailboxes
Create
Create a new chat thread
Get Many
Get many chat threads

FAQs

  • Can ERPNext connect with HelpScout?

  • Can I use ERPNext’s API with n8n?

  • Can I use HelpScout’s API with n8n?

  • Is n8n secure for integrating ERPNext and HelpScout?

  • How to get started with ERPNext and HelpScout integration in n8n.io?

Looking to integrate ERPNext and HelpScout in your company?

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Why use n8n to integrate ERPNext with HelpScout

Build complex workflows, really fast

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

Use templates to get started fast

Use 1000+ workflow templates available from our core team and our community.

Reuse your work

Copy and paste, easily import and export workflows.

Implement complex processes faster with n8n

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