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ERPNext Whatsapp Integration

Seamless Apps. Powerful Results

WhatsApp Business API Integration for ERPNext

Integrate WhatsApp Cloud API with ERPNext to send real-time alerts, documents, and messages using the official WhatsApp Business API.

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ERPNext WhatsApp Cloud API Integration

Tridots Tech delivers WhatsApp Cloud API integration for ERPNext to automate customer communication and alerts, enabling real-time notifications, document sharing, and event-based messaging across all ERPNext workflows.

6 POWERFUL FEATURES

Why Choosing the Right ERP Matters for Your Business

Choosing the right ERP system directly impacts

Smart Lead Tracking

Track every lead, score them automatically, and never miss an opportunity.

Unified Conversations

Email, SMS, and chat — all in one place for complete customer history.

Custom Workflows

Build forms, fields, and processes your way. No compromises.

Smart Automation

Automate tasks, follow-ups, and approvals. Focus on closing deals.

Visual Pipelines

See your entire sales process in one glance with drag-and-drop ease.

50+ Integrations

Connect seamlessly with tools you already use — calendars, email, and business apps.

Your Flexible, Affordable Business Solution

Why Integrate WhatsApp with ERPNext?

WhatsApp is the most widely used communication channel for businesses today. With ERPNext WhatsApp integration, organizations can automate repetitive communication and deliver instant updates to customers and teams.

Real-time WhatsApp alerts from ERPNext

Instant customer & team updates

Automated invoice & order reminders

Share documents via WhatsApp

Faster responses, less email

Ideal for SMEs, enterprises, eCommerce businesses, service providers, educational institutions, and fast-growing companies.

Key Features of WhatsApp ERPNext Integration

Automate WhatsApp notifications, event-based messages, and document sharing directly from ERPNext using the official WhatsApp Cloud API.

WhatsApp Notifications (Cloud API)

Send automated WhatsApp messages from ERPNext using the official WhatsApp Cloud API.

Notify customers, employees, vendors, and partners

Trigger messages on Save, Submit, Update events

Supports transactional and notification templates

High delivery reliability via Meta infrastructure

Event-Based Messaging

Automate WhatsApp messages based on ERPNext events.

Trigger alerts on field value changes

Condition-based notifications

Supports workflow-driven communication

Centralized message logs for tracking

Document & Media Sharing

Share ERPNext documents directly via WhatsApp.

Send invoices, delivery notes, purchase orders, PDFs

Supports document and media templates

Automated document sharing on defined triggers

Improves customer communication and clarity

Template Messaging

Use WhatsApp-approved templates for business communication.

Text templates for reminders, alerts, and updates

Media templates for document sharing

Language selection supported

Meta-approved templates for compliance

Native ERPNext Integration

WhatsApp communication fully embedded inside ERPNext.

Works with ERPNext Notifications & workflows

Messages triggered from Leads, Orders, Invoices, Tasks, and more

Logs maintained for auditing and reporting

Secure, scalable, and production-ready

Key Features of WhatsApp ERPNext Integration

Automate WhatsApp notifications, event-based messages, and document sharing directly from ERPNext using the official WhatsApp Cloud API.

WhatsApp Notifications (Cloud API)

Send automated WhatsApp messages from ERPNext using the official WhatsApp Cloud API.

Notify customers, employees, vendors, and partners

Trigger messages on Save, Submit, Update events

Supports transactional and notification templates

High delivery reliability via Meta infrastructure

Event-Based Messaging

Automate WhatsApp messages based on ERPNext events.

Trigger alerts on field value changes

Condition-based notifications

Supports workflow-driven communication

Centralized message logs for tracking

Document & Media Sharing

Share ERPNext documents directly via WhatsApp.

Send invoices, delivery notes, purchase orders, PDFs

Supports document and media templates

Automated document sharing on defined triggers

Improves customer communication and clarity

Template Messaging

Use WhatsApp-approved templates for business communication.

Text templates for reminders, alerts, and updates

Media templates for document sharing

Language selection supported

Meta-approved templates for compliance

Native ERPNext Integration

WhatsApp communication fully embedded inside ERPNext.

Works with ERPNext Notifications & workflows

Messages triggered from Leads, Orders, Invoices, Tasks, and more

Logs maintained for auditing and reporting

Secure, scalable, and production-ready

Key Features of Telegram ERPNext Integration

Enable one-click voice calls and WhatsApp messaging directly inside ERPNext with Twilio integration.

Telegram Notifications via Bots

Send automated notifications from ERPNext using Telegram Bots.

Notify Users, Employees, Customers, Suppliers, and Students

Supports personal chats and Telegram group notifications

Multiple Telegram Bots and channels supported

Instant message delivery with high reliability

Direct Telegram Messaging from ERPNext

Send Telegram messages directly from any ERPNext form.

Send messages from Leads, Orders, Invoices, Tasks, and more

No external dashboards required

Fully integrated into ERPNext UI

Message logs maintained for tracking

Date-Based & Event Notifications

Never miss critical dates and events.

Automated alerts for due dates, renewals, and milestones

Trigger notifications days before or after selected dates

Conditional notifications supported

Logged centrally for auditing

Native ERPNext Communication

Unified Telegram communication inside ERPNext.

Works seamlessly with ERPNext Notifications

Supports dynamic recipients via linked DocTypes

Centralized logs under Extra Notification Logs

Secure, scalable, and open-source

Key Features of Telegram ERPNext Integration

Enable one-click voice calls and WhatsApp messaging directly inside ERPNext with Twilio integration.

Telegram Notifications via Bots

Send automated notifications from ERPNext using Telegram Bots.

Notify Users, Employees, Customers, Suppliers, and Students

Supports personal chats and Telegram group notifications

Multiple Telegram Bots and channels supported

Instant message delivery with high reliability

WhatsApp Messaging Integration

Automated WhatsApp notifications from ERPNext via Twilio API.

Send WhatsApp notifications directly from ERPNext

Supports automated alerts and ERPNext workflows

Ideal for order updates, reminders, and confirmations

Native ERPNext Communication

Unified voice and WhatsApp communication inside ERPNext

Seamlessly works with Leads, Customers, Contacts, and Notifications

No external dashboards or third-party tools required

Fully embedded within the ERPNext interface

Centralized communication tracking inside ERPNext

Security Implementation

Implement comprehensive security measures including authentication, authorization, data encryption, and protection against common vulnerabilities and attacks.

Conduct regular security audits and penetration testing

Apply role-based access control (RBAC)

Ensure compliance with industry security standards

Performance Optimization

Optimize backend systems for speed and efficiency. Implement caching, load balancing, and database tuning to handle high traffic and complex operations.

Monitor backend health with real-time analytics

Use asynchronous processing for heavy tasks

Optimize APIs for low latency responses

System Integration

Seamlessly connect your backend with third-party services, payment processors, CRMs, ERPs, and other business systems for streamlined operations.

Implement middleware for smooth connectivity

Use message queues for asynchronous systems

Support legacy system integration when needed

Our Research-Driven Design Process

We follow a structured, iterative process that uncovers valuable insights and translates them into effective design solutions.

Planning

We establish research goals, questions, and methodologies aligned with your business objectives.

Research Plan

Participant Recruitment Criteria

Interview Guides

Test Plan

Research

We conduct primary and secondary research using qualitative and quantitative methods.

User Interviews

Surveys

Competitive Analysis

Heuristic Evaluation

Analysis

We synthesize research data to identify patterns, insights, and opportunities.

Affinity Diagrams

User Personas

Journey Maps

Insight Reports

Wireframing

We translate research insights into visual concepts that address user needs.

Information Architecture

User Flows

Wireframes

Interactive Prototypes

Validation

We test wireframes with users to validate solutions before development.

Usability Testing

Preference Testing

Validation Report

Iteration Plan

How WhatsApp Notifications Work in ERPNext

Send WhatsApp alerts from ERPNext using workflows and notification rules.

Accounting

Automate bookkeeping, GST invoicing & reporting in real time.

Buying

Manage the entire procurement cycle from RFQ to PO effortlessly.

Selling

Drive higher sales & deliver smoother customer experience.

CRM

Improve lead conversion, sales tracking, and customer relationships.

Asset Management

Monitor, upgrade & report asset flows in real time.

Projects

Deliver projects on time with team assignment and task tracking.

HR & Payroll

Manage onboarding, payroll, shifts, leaves, and appraisals.

Help Desk / Support

Track tickets, issues, and provide seamless customer support.

Website & CMS

Build your web portal, blog, and product pages in one place.

sTEP 1

Configure WhatsApp Cloud API

Set up WhatsApp Cloud API via Meta Developer Account.

sTEP 2

Verify Business & Phone Number

Verify Meta Business, WhatsApp number, and generate a permanent access token.

sTEP 3

Create WhatsApp Message Templates

Configure and get approval for WhatsApp templates in Meta Business Manager.

sTEP 4

Configure ERPNext Notifications

Map ERPNext events and triggers to WhatsApp templates.

sTEP 5

Message Delivered Instantly

WhatsApp messages are sent automatically to the configured recipients.

STEP 4

Note:

Telegram notifications support both individual chats and group chats.

Business Use Cases of WhatsApp ERPNext Integration

We are a team of innovative UI/UX designers turning ideas into intuitive, visually striking websites and mobile apps. From branding to prototyping, we craft fast-loading static websites that ensure a strong, efficient online presence for every business.

Order & Delivery Updates

Invoice & Payment Reminders

Approval & Workflow Alerts

Customer Support Notifications

HR & Employee Communication

eCommerce Order Confirmations

Task & Deadline Reminders

️Websites for Services & Businesses

Showcase your services, establish credibility, and make it easy for visitors to contact you—ideal for consultants, traders, salons, accountants, cafes, gyms, clinics, and more.

Product Marketing Websites

Highlight your product features, benefits, and calls to action for industries like automobiles, electronics, online courses, eBooks, and SaaS applications.

Personal Websites & Blogs

Tell the world who you are with a personal portfolio, blog, or identity site—perfect for influencers, authors, freelancers, and professionals.

Portfolio Websites

Showcase your creative work through images or videos—ideal for designers, architects, photographers, creative studios, and agencies.

Your Flexible, Affordable Business Solution

Technical Overview

WhatsApp Cloud API integration for ERPNext enabling automated business messaging and notifications.

ERPNext

vs

Traditional Software

Platform

ERPNext

Framework

Frappe

Messaging Channel

WhatsApp Cloud API

Supported ERPNext Versions

v13, v14, v15

API Provider

Meta (Official WhatsApp Business API)

Faq's

Name: GO1 CRM
Brand: Tridots Tech
SKU: GO1-CRM-01
Availability: InStock

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

Is ERPNext a good alternative to Microsoft Dynamics 365?

Yes, ERPNext is a cost-effective cloud ERP alternative with faster deployment and easier customization.

Why is ERPNext cheaper than Microsoft Dynamics 365?

ERPNext is open-source and has no licensing or per-user fees, which lowers overall ERP costs.

Which ERP is better for small and mid-sized businesses?

ERPNext is better suited for SMBs because it is flexible, affordable, and easy to scale.

Does ERPNext offer the same features as Microsoft Dynamics 365?

Yes, ERPNext includes accounting, inventory, HR, CRM, manufacturing, and automation in one system.

How long does ERPNext implementation take compared to Dynamics 365?

ERPNext can go live in weeks, while Microsoft Dynamics usually takes several months.

Is ERPNext cloud-based like Microsoft Dynamics 365?

Yes, ERPNext supports cloud, on-premise, and hybrid ERP deployment.

Can ERPNext handle manufacturing and multi-location businesses?

Yes, ERPNext is widely used for manufacturing and multi-branch business operations.

Is ERPNext easier to customize than Microsoft Dynamics?

Yes, ERPNext allows easier workflow and feature customization without heavy consulting.

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