Handoff won deals
Connect
SPIRITT
ERPNextERPNext
From business records to finished work.
Run order, inventory, and project workflows with ERPNext documents and SPIRITT owning the handoffs. Give SPIRITT the outcome and let it build the system, coordinate your connected tools, and own the follow-through.
What you can do with ERPNext.
Move orders forward
Connect sales orders, delivery notes, and invoices through the workflow states your business already uses.
Keep stock work grounded
Check item details and warehouse balances before recording approved material movements.
Close operational gaps
Turn missing fields, stalled approvals, and unlogged work into tracked tasks with document-level context.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for your ERPNext workflows and the team that depends on them.
02
Connect ERPNext
Connect ERPNext with access to the account and resources needed for your mission. Connect any companion apps you want SPIRITT to coordinate.
03
Set the outcome
Choose a mission: own order handoffs. SPIRITT builds the workflow, checks its results, and keeps the next action moving.
Hand over a mission.
Choose a mission. Make it yours.
Put ERPNext to work.
Give ERPNext a mission
Questions
ERPNext, with SPIRITT.
01What can SPIRITT do with ERPNext?+
Run order, inventory, and project workflows with ERPNext documents and SPIRITT owning the handoffs. Connect sales orders, delivery notes, and invoices through the workflow states your business already uses.
02Can SPIRITT move a document through approvals?+
Yes. It can inspect the document and available transitions, then apply an authorized action in a configured ERPNext workflow. Business validation and the connected user’s permissions still determine which transitions are available.
03Can it run order-to-invoice work?+
SPIRITT can create delivery notes and sales invoices from existing sales orders, resolve missing transaction details, and submit eligible documents within the approved process.
04Does recording a payment move money?+
A payment-related ERPNext record is accounting context, not proof of a bank transfer. SPIRITT can reconcile records and coordinate follow-up without treating an accounting action as money movement.
05Can ERPNext work with my other apps?+
Yes. HubSpot can handoff won deals; Google Sheets can reconcile stock records; Slack can resolve approval blockers. SPIRITT builds the handoffs using the separate connections you authorize and keeps the source records linked to their outcomes.
06How do I get started with ERPNext and SPIRITT?+
Open a workspace, connect ERPNext, and choose a mission: own order handoffs. Set the relevant account, inputs, and action boundaries. SPIRITT builds the system, verifies its results, and maintains the follow-through.