@MichaelPinkowski let’s see if we can get the team to take a look at the Zapier capabilities. There are so many potential uses for this, it could accelerate some of our customer adoption.
3 Likes
I’m using Zapier actions to accomplish the following:
- Listen via webhook for a transaction from a marketplace site
- Call the marketplace api to get some order details
- Parse and error check
- Construct a json object to create a new Sales Invoice in ERPNext
The new token-based authentication in ERPNext V11 made it possible. Trying to authenticate in prior versions was problematic.
1 Like
Sure, I’ll put something together.
Mike
2 Likes
Hi,
I’ve been away at my son’s wedding, sorry for the delay.
Creating a record via Zapier
This works with ERPNext v11, as we’re relying on the API Access feature of the User DocType to give us token-based authentication
-
Generate API Access keys in ERPNext. Good process would be to create a Zapier user dedicated to this purpose. You will need the API Key and API Secret
-
In Zapier, add a Webhook Action to your zap. This should be after the point in your zap that you’ve rendered all of the necessary data that you will be writing to ERPNext.
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Use the “Custom Request Action”.
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Method = “Post” if you’re creating a new record
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URL like https://erp.yoursite.com/api/resource/Sales Invoice for creating a Sales invoice
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For “Data”, enter the raw json to create the record. What I did was to use Postman to read a Sales Invoice, then pare the json down to the fields I needed. I then validated the json using one of the web tools avalable to make sure I didn’t drop any braces, etc. To learn and play, start with a simple DocType first, like a Customer or an Item
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You need three headers: Content-Type = application/json, Accept = application/json and Authorization. Authorization is “token {apikey}:{apisecret}”, (token space apikey colon apisecret) like
token 819abcxxxxx558e:4da5xxxxxxxx292
Hope that helps!
Mike
5 Likes
@Mike_Z Interesting idea to use raw requests. Did you also try to use the app? If so, what were problems that you encountered?
@flexy2ky Heres a guide on how to set up the app:
@rmeyer I was already pulling marketplace transactions into a Google sheet for erpnext import with a zap, so replacing it with a custom webhook post was easy.
Here’s an actual json construct for Zapier. All elements in double braces represent Zapier data from prior steps. A lot of the data is fixed, such as currency, naming_series, etc.
{
“naming_series”: “REV-”,
“company”: “Safe Haven Music”,
“posting_date”: “{{52735607__output}}”,
“currency”: “USD”,
“conversion_rate”: 1,
“selling_price_list”: “Standard Selling”,
“price_list_currency”: “USD”,
“plc_conversion_rate”: 1,
“base_net_total”: {{54716025__total__amount}},
“base_grand_total”: {{54716025__direct_checkout_payout__amount}},
“grand_total”: {{54716025__direct_checkout_payout__amount}},
“debit_to”: “1310 - Acct Receivable - SHM”,
“customer”: “Reverb Customer”,
“is_pos”: 1,
“pos_profile”: “Reverb”,
“due_date”: “{{52735607__output}}”,
“update_stock”: 1,
“base_total”: {{54716025__total__amount}},
“total”: {{54716025__total__amount}},
“net_total”: {{54716025__total__amount}},
“status”: “Draft”,
“market_place_order_id”:“{{54716025__order_number}}”,
“items”: [
{
“base_amount”: {{54716025__amount_product__amount}},
“qty”: 1,
“rate”: {{54716025__amount_product__amount}},
“cost_center”: “Main - SHM”,
“stock_uom”: “Each”,
“item_name”: “{{63048145__output}}”,
“amount”: {{54716025__amount_product__amount}},
“conversion_factor”: 1,
“warehouse”: “Retail Store - SHM”,
“uom”: “Each”,
“description”: “{{63048145__output}}”,
“base_rate”: {{54716025__amount_product__amount}},
“item_code”: “{{54716025__sku}}”,
“income_account”: “4110 - Product Sales - SHM”,
“expense_account”: “5110 - Cost of Goods Sold - SHM”
}
],
“taxes”: [
{
“cost_center”: “Main - SHM”,
“charge_type”: “Actual”,
“description”: “Reverb Shipping Label per Order (neg)”,
“account_head”: “5166 - Shipping Labels - SHM”,
“tax_amount”: -{{62410989__output}}
},
{
“cost_center”: “Main - SHM”,
“charge_type”: “Actual”,
“description”: “Reverb Processing Fee per Order (neg)”,
“account_head”: “5162 - Processing Fees - SHM”,
“tax_amount”: -{{54716025__direct_checkout_fee__amount}}
},
{
“cost_center”: “Main - SHM”,
“charge_type”: “Actual”,
“description”: “Reverb Selling Fee per Order (neg)”,
“account_head”: “5164 - Selling Fees - SHM”,
“tax_amount”: -{{54716025__selling_fee__amount}}
},
{
“cost_center”: “Main - SHM”,
“charge_type”: “Actual”,
“description”: “Reverb Bump Fees per Order (neg)”,
“account_head”: “5164 - Selling Fees - SHM”,
“tax_amount”: -{{62410764__output}}
},
{
“cost_center”: “Main - SHM”,
“charge_type”: “Actual”,
“description”: “Amount Collected from Customer for Shipping (pos)”,
“account_head”: “4115 - Shipping Sales - SHM”,
“tax_amount”: {{54716025__shipping__amount}}
}
],
“payments”: [
{
“account”: “Reverb Bucks - SHM”,
“mode_of_payment”: “{{54716025__payment_method}}”,
“default”: 0,
“amount”: {{54716025__direct_checkout_payout__amount}},
“type”: “Bank”
}
]
}<
Thanks a lot for the installation guide. I was able to deploy the app successfully but when trying to test a zap by sending a mail on submit for Purchase Order, I get this error:
Response: { “exc”: “["Traceback (most recent call last):\n File \"/home/saandb/frappe-bench/apps/frappe/frappe/app.py\", line 60, in application\n response = frappe.api.handle()\n File \"/home/saandb/frappe-bench/apps/frappe/frappe/api.py\", line 116, in handle\n data = json.loads(frappe.local.form_dict.data)\n File \"/usr/lib/python3.6/json/init.py\", line 348, in loads\n ‘not {!r}’.format(s.class.name))\nTypeError: the JSON object must be str, bytes or bytearray, not ‘NoneType’\n"]” } What happened (You are seeing this because you are an admin): Starting POST request to http://dev.flexcomsystems.net/api/resource/Webhook Received 500 code from http://dev.flexcomsystems.net/api/resource/Webhook after 77ms Received content “{“exc”:”["Traceback (most recent call last):\n File \"/home/saandb/frappe-bench/apps/frappe/fra" Response: { “exc”: “["Traceback (most recent call last):\n File \"/home/saandb/frappe-bench/apps/frappe/frappe/app.py\", line 60, in application\n response = frappe.api.handle()\n File \"/home/saandb/frappe-bench/apps/frappe/frappe/api.py\", line 116, in handle\n data = json.loads(frappe.local.form_dict.data)\n File \"/usr/lib/python3.6/json/init.py\", line 348, in loads\n ‘not {!r}’.format(s.class.name))\nTypeError: the JSON object must be str, bytes or bytearray, not ‘NoneType’\n"]” } Console logs: POST :censored:29:de49cbe66a:/api/resource/Webhook returned HTTP 500: Headers: { “Content-Type”: “application/json”, “user-agent”: “Zapier”, “Authorization”: “:censored:6:c2dc31949c: :censored:30:0d49aa3da6:”, “Accept”: “application/json” } Params: undefined Body: “{"request_url":"https://zapier.com/hooks/standard/5479441/7e2e677530104e6bb8358481a6b1679b/\",\“webhook_doctype\”:\"Purchase Order","webhook_docevent":"on_submit","webhook_data":[{"fieldname":"name","key":"id"}]}” Stack trace: “exc”: “["Traceback (most recent call last):\n File \"/home/saandb/frappe-bench/apps/frappe/frappe/app.py\", line 60, in application\n response = frappe.api.handle()\n File \"/home/saandb/frappe-bench/apps/frappe/frappe/api.py\", line 116, in handle\n data = json.loads(frappe.local.form_dict.data)\n File \"/usr/lib/python3.6/json/init.py\", line 348, in loads\n ‘not {!r}’.format(s.class.name))\nTypeError: the JSON object must be str, bytes or bytearray, not ‘NoneType’\n"]” } mustBe200 (/var/task/middleware/response.js:57:11) Object.collector.then.newOutput (/var/task/node_modules/zapier-platform-core/src/middleware.js:80:37) bound (domain.js:301:14) Object.runBound (domain.js:314:12) Object.tryCatcher (/var/task/node_modules/bluebird/js/release/util.js:16:23) Promise._settlePromiseFromHandler (/var/task/node_modules/bluebird/js/release/promise.js:512:31) Promise._settlePromise (/var/task/node_modules/bluebird/js/release/promise.js:569:18) Promise._settlePromise0 (/var/task/node_modules/bluebird/js/release/promise.js:614:10) Promise._settlePromises (/var/task/node_modules/bluebird/js/release/promise.js:693:18) Async._drainQueue (/var/task/node_modules/bluebird/js/release/async.js:133:16) Async._drainQueues (/var/task/node_modules/bluebird/js/release/async.js:143:10) Immediate.Async.drainQueues (/var/task/node_modules/bluebird/js/release/async.js:17:14) runCallback (timers.js:794:20) tryOnImmediate (timers.js:752:5) processImmediate [as _immediateCallback] (timers.js:729:5)
Now I can’t even test connection
Check your json. In Zapier, look at Task History to see the json you’re sending to ERPNext. Copy it and paste it into a json validator, like jsonlint.com
Couple of things I encountered were:
Undefined data - look for curly brace elements in your json. there shouldn’t be any. Here’s a missing item_code
“item_code”: “{{54716025__sku}}”,
Quotes. Make sure you have double quotes around every Zapier element that’s not a numeric. Including dates
Pleas format the error message so everybody can read it 
Traceback (most recent call last):
File \"/home/saandb/frappe-bench/apps/frappe/frappe/app.py\", line 60, in application
response = frappe.api.handle()
File \"/home/saandb/frappe-bench/apps/frappe/frappe/api.py\", line 116, in handle
data = json.loads(frappe.local.form_dict.data)
File \"/usr/lib/python3.6/json/init.py\", line 348, in loads
‘not {!r}’.format(s.class.name))
TypeError: the JSON object must be str, bytes or bytearray, not ‘NoneType’
What happened (You are seeing this because you are an admin):
Starting POST request to http://dev.flexcomsystems.net/api/resource/Webhook
Received 500 code from http://dev.flexcomsystems.net/api/resource/Webhook after 77ms
Console logs:
POST http://dev.flexcomsystems.net/api/resource/Webhook returned HTTP 500:
Headers: {
"Content-Type": "application/json",
"user-agent": "Zapier",
"Authorization": ":censored:6:c2dc31949c: :censored:30:0d49aa3da6:",
"Accept": "application/json"
}
Params: undefined
Body:
{
"request_url": "https://zapier.com/hooks/standard/xxxxxxxx/xxxxxxxxxx/",
"webhook_doctype": "Purchase 1 Order",
"webhook_docevent": "on_submit",
"webhook_data": [
{
"fieldname":"name",
"key":"id"
}
]
}
This seems to be a general bug in frappe – it’s not possible to create new documents via the API at the moment:
Hi. I’m also facing this issue with the Zapier app. I’m running into the same issue. When creating leads using zapier I get the error below. Running V 11.1.61. Would appreciate some assistance
What happened(You are seeing this because you are an admin):
Starting POST request to https: //erp.co.ke/api/resource/Lead
Received 500 code from https: //erp.co.ke/api/resource/Lead after 287ms
Received content "<html> <
head >
<
title > Internal Server Error < /title> <
/head> <
body >
<
h1 > < p > Internal Serv "
Expected a JSON response.Got undefined.
Console logs:
Stack trace:
mustBeJson(/var/task / middleware / response.js: 25: 11)
Object.collector.then.newOutput(/var/task / node_modules / zapier - platform - core / src / middleware.js: 80: 37)
bound(domain.js: 301: 14)
Object.runBound(domain.js: 314: 12)
Object.tryCatcher(/var/task / node_modules / bluebird / js / release / util.js: 16: 23)
Promise._settlePromiseFromHandler(/var/task / node_modules / bluebird / js / release / promise.js: 512: 31)
Promise._settlePromise(/var/task / node_modules / bluebird / js / release / promise.js: 569: 18)
Promise._settlePromise0(/var/task / node_modules / bluebird / js / release / promise.js: 614: 10)
Promise._settlePromises(/var/task / node_modules / bluebird / js / release / promise.js: 693: 18)
Async._drainQueue(/var/task / node_modules / bluebird / js / release / async.js: 133: 16)
Async._drainQueues(/var/task / node_modules / bluebird / js / release / async.js: 143: 10)
Immediate.Async.drainQueues(/var/task / node_modules / bluebird / js / release / async.js: 17: 14)
runCallback(timers.js: 794: 20)
tryOnImmediate(timers.js: 752: 5)
processImmediate[as _immediateCallback](timers.js: 729: 5)