ERPNext + WhatsApp API Integration: Complete Guide 2025

ERPNext manages your entire business. WA.Expert adds WhatsApp as the communication layer, sending customers and vendors instant notifications for sales orders, invoices, purchase orders, and delivery confirmations. The most complete Indian ERP + WhatsApp integration guide.

Connect ERPNext / Frappe + WhatsApp → Talk to an Expert

Open source

ERPNext is free and open-source, zero licensing cost

Frappe native

Frappe notifications system → WA.Expert webhook

All doctypes

Sales Order, Invoice, PO, Delivery Note, all covered

Indian ERP #1

Most used open-source ERP in India

What You Can Automate

Top use cases for ERPNext / Frappe + WhatsApp API

ERPNext is India's most popular open-source ERP, used by manufacturers, distributors, and service businesses for complete business management. WA.Expert connects ERPNext's document events to WhatsApp via webhooks or Frappe's built-in notification system.

📋

Sales order → WhatsApp confirmation

New ERPNext Sales Order fires WhatsApp to customer confirming order details.

📄

Sales invoice → WhatsApp delivery

Sales Invoice submitted fires WhatsApp to customer with invoice PDF.

📦

Delivery note → WhatsApp

Delivery Note created fires WhatsApp with delivery details and expected arrival.

🏭

Purchase order → vendor WhatsApp

Purchase Order submitted fires WhatsApp to vendor confirming order requirements.

Trigger → Action

How ERPNext / Frappe events trigger WhatsApp messages

ERPNext / Frappe trigger	WhatsApp action (WA.Expert)	Business impact
Sales Order submitted	WhatsApp order confirmation to customer	Instant order acknowledgement
Sales Invoice submitted	WhatsApp invoice delivery with PDF	Invoice to WhatsApp delivery
Payment Entry submitted	WhatsApp payment acknowledgement	Professional close
Delivery Note submitted	WhatsApp with delivery date and details	Proactive delivery communication
Purchase Order submitted	WhatsApp to vendor confirming order	Vendor communication

Setup Guide

How to connect ERPNext / Frappe to WhatsApp API

Add WA.Expert webhook in Frappe Notifications

In ERPNext: Home → Settings → Notifications → New Notification. Select Document Type (e.g., Sales Invoice), Event (Submit), and add a Webhook channel pointing to WA.Expert API.

Use Frappe's Jinja templating for dynamic content

In the webhook payload template, use Frappe's Jinja syntax to include document fields: {{ doc.customer_name }}, {{ doc.grand_total }}, {{ doc.mobile_no }}. This passes dynamic values to WA.Expert.

Map customer mobile from ERPNext

ERPNext Customer records have mobile_no field. For Sales Invoice notifications, WA.Expert reads {{ doc.contact_mobile }} or {{ doc.customer_mobile_no }}. Ensure your ERPNext customer records have mobile numbers populated.

Set up notification for each doctype

Create separate Frappe Notifications for each document type you want WhatsApp for: Sales Order, Sales Invoice, Delivery Note, Payment Entry, Purchase Order (for vendor notifications).

Custom script for complex logic (optional)

For complex routing (e.g., different WhatsApp templates based on customer type or territory), use a Frappe Server Script to call WA.Expert API directly with the required business logic.

Sample ERPNext / Frappe → WhatsApp configuration

// ERPNext Frappe Notification → WA.Expert
// Document: Sales Invoice, Event: Submit

// Webhook URL: https://api.wa.expert/v1/send
// Payload template (Jinja):
{
  "to": "{{ doc.contact_mobile }}",
  "template": "erpnext_invoice",
  "variables": {
    "name": "{{ doc.customer_name }}",
    "invoice": "{{ doc.name }}",
    "amount": "{{ doc.grand_total }}",
    "due_date": "{{ doc.due_date }}"
  }
}

WA.Expert handles WhatsApp API authentication, template approval, and delivery. You pass the trigger data from ERPNext / Frappe, no WhatsApp API expertise needed on your end.

FAQ

ERPNext / Frappe + WhatsApp: common questions

Does ERPNext have a native WhatsApp integration?

ERPNext does not have a native WhatsApp integration but its Frappe framework has a robust notification and webhook system that connects to WA.Expert with minimal configuration. The integration is set up entirely within ERPNext's admin interface, no external tools needed.

What ERPNext doctypes work best with WhatsApp automation?

The highest-value ERPNext + WhatsApp use cases: Sales Invoice (invoice delivery to customers), Payment Entry (payment acknowledgement), Delivery Note (delivery notification), and Purchase Order (vendor order confirmation). These four doctypes cover the most common customer and vendor communication needs.

Can I send WhatsApp to vendors from ERPNext Purchase Orders?

Yes. ERPNext Supplier records have mobile_no fields. For Purchase Order notifications, the Frappe notification reads {{ doc.supplier_mobile_no }} and WA.Expert sends the WhatsApp to the vendor. Vendor order confirmations via WhatsApp significantly reduce order acknowledgement delays in supply chain management.

Can I attach ERPNext documents as PDF to WhatsApp?

Yes. ERPNext generates PDFs for any print format. A Frappe Server Script can fetch the PDF via ERPNext's download_pdf API and pass the URL or base64 content to WA.Expert for attachment to the WhatsApp message. The recipient gets the exact ERPNext print format as a PDF.

Does this work with Frappe Cloud (managed ERPNext)?

Yes. Frappe Cloud hosts ERPNext and the Frappe notification webhook system is available on all Frappe Cloud plans. Add the WA.Expert webhook URL in Frappe Notifications exactly as you would on a self-hosted instance.

Can I use ERPNext + WhatsApp for production order notifications?

Yes. Manufacturing module document types (Work Order, Production Plan) can trigger WhatsApp notifications to production supervisors. When a Work Order is submitted or completed, a WhatsApp fires to the assigned supervisor with work order details. This is popular for factory floor communication.

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Ready to connect ERPNext to WhatsApp?

Sales orders, invoices, delivery notes, purchase orders, every ERPNext document event becomes an instant WhatsApp notification. Setup via Frappe Notifications in under 2 hours.

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