Quantbit's WhatsApp connector for ERPNext is built on the official Meta WhatsApp Business API — not a third-party grey-route tool. When a sales invoice is submitted in ERPNext, the connector automatically sends a templated WhatsApp message to the customer's registered mobile number with the invoice PDF attached. The connector also supports sending delivery updates, payment reminders, purchase order acknowledgements, and service call updates. Message delivery status (delivered, read, failed) is recorded back in ERPNext against the respective document.
Yes. Quantbit's Twilio connector for ERPNext enables OTP generation and SMS delivery directly from ERPNext workflows. This is commonly used for customer portal login verification, digital signature confirmation on purchase orders, and user account security in ERPNext itself. Twilio delivers OTPs via DLT-compliant SMS routes for Indian numbers and international numbers alike. For high-volume OTP use cases, Exotel's OTP service is also supported as an alternative.
Your ERPNext holds every invoice, order, shipment, and reminder. Now make it reach out — via WhatsApp, SMS, or phone call — at exactly the right moment, without anyone pressing send manually.
Different customers respond to different channels. The Communication Connector covers all of them — and you can mix channels in the same workflow.
The channel your customers actually open. WhatsApp messages have a 98% open rate compared to 20% for email. With the official Business API, your messages go out reliably with your business name displayed.
Twilio gives you programmable SMS and voice calls that can be triggered from any ERPNext workflow. OTPs, delivery alerts, payment confirmations — all routed through Twilio's global network.
For businesses with inbound customer calls or outbound collections teams, Exotel connects your phone operations to ERPNext — so every call is logged, every lead is tracked, and every callback is scheduled.
ERPNext already has email built in — but our connector enhances it with better deliverability, template design, and open/click tracking that feeds back into ERPNext customer records.
For marketing campaigns, product launches, and scheme announcements to your existing customer base — routed through DLT-compliant Indian SMS gateways at scale.
The underlying ERPNext notification framework gets extended by our connector — so you can build multi-channel notification sequences with conditions, time delays, and business-hour filtering.
You tell us which events matter to your customers. We wire them up. Here are the most common ones we configure.
Send order acknowledgement with order number, delivery date, and line items.
Deliver invoice PDF with payment link and due date to the customer.
Instant payment receipt confirmation with amount and transaction reference.
Automated reminders at 7 days before, on due date, and 3 and 7 days after.
Share delivery challan, vehicle number, and estimated arrival when goods are dispatched.
Acknowledge service request with ticket number, expected resolution time, and assigned technician.
Send one-time passwords for customer portal login, digital document sign-off, and account changes.
Notify supplier of new PO with order details and required delivery date.
Alert sales rep on WhatsApp when a new lead is assigned to them — immediate follow-up.
Remind patients, clients, or candidates of upcoming appointments 24 hours and 1 hour before.
Notify store manager or purchase team when stock falls below reorder level.
Confirm to supplier that payment has been initiated with NEFT/RTGS reference and expected credit date.
The real value is not in the technology — it is in the moments where your customers hear from you at exactly the right time without your team having to remember to send anything.
A wholesale distributor in Pune supplies 200+ retailers across Maharashtra. Their accounts executive used to email invoices manually — but half the time the retailer's email account was barely checked. Payments were late not because retailers were unwilling to pay, but because they genuinely did not know the invoice had arrived. The excuse "I never got the invoice" came up constantly. After integrating WhatsApp Business API with ERPNext, every submitted invoice goes directly to the retailer's WhatsApp with a payment link embedded. Retailers see it on their phone immediately. The average days-to-payment for this distributor dropped from 38 days to 24 days within two months of go-live — not because of any change in credit terms, but simply because people were responding faster to WhatsApp than email.
A multi-specialty clinic in Kolhapur was booking 80 to 100 appointments per day across its specialists. No-shows averaged 18 to 22 per day — patients who booked but did not come and did not call to cancel. Each no-show represented a wasted 30-minute slot that could have been given to another patient. The clinic used a manual calling system where a receptionist would call each patient the evening before, but with 90 appointments to remind, she could only realistically reach 30 to 40. After deploying the ERPNext WhatsApp communication connector, automated reminders go out 24 hours and 2 hours before every appointment. Patients can confirm or cancel by replying — and cancellations trigger an automatic slot-release notification to waitlisted patients. No-shows dropped from 20 per day to 6.
A property management company in Muscat manages 400+ residential units. Monthly rent reminders were sent by email — but a large portion of their tenant base, particularly expatriate workers, were far more responsive on WhatsApp. Worse, the reminders were only in English, which was a barrier for Arab tenants. After deploying Quantbit's communication connector with Arabic WhatsApp templates, rent reminders now go out in both English and Arabic — pre-approved Meta templates that include the tenant's name, unit number, amount due, and a payment link. On-time collection in the first 5 days of the month improved from 58% to 81%. The accounts team, which used to spend the first two weeks of every month chasing rent, now manages exceptions only.
A sugar equipment manufacturer in Sangli works on long production cycles — typically 45 to 90 days from order to dispatch. Customers would call or WhatsApp the sales team individually every week to ask for a status update, consuming hours of the sales team's time answering questions that ERPNext already knew the answer to. After the communication integration, ERPNext sends automated WhatsApp updates at three key milestones — order confirmation, production completion, and dispatch. Each message includes the order number, what stage it is at, and when the next update will come. The production team fills in the ERPNext workflow; the customer gets notified without anyone making a separate call. Customer-initiated follow-up calls dropped by 75%.
A facility management company operating in Oman runs maintenance operations across 60+ commercial properties. When a tenant logged a complaint — say a broken AC unit or a flooded bathroom — the standard process was a phone call to the FM helpdesk, who logged it manually, then called or emailed the maintenance technician, then called the tenant back to confirm the visit. Three phone calls for every single ticket. After ERPNext CFMSX integration with WhatsApp, the tenant gets an instant confirmation on WhatsApp when their request is logged, with a ticket number and expected response time. When a technician is assigned, the tenant gets another WhatsApp with the technician's name and arrival window. When the work is marked complete, the tenant gets a satisfaction survey via WhatsApp. The FM company went from 3 manual calls per ticket to zero — and tenant satisfaction scores went up because communication was faster and more predictable.
A Mumbai-based e-commerce seller on Shopify and their own website was processing 150 to 200 orders per day. Order confirmation emails were going out — but shipment notifications were manual, sent by one person who would log into Shiprocket, get the AWB numbers, and then send individual emails. By the time they got to order 50, they had given up. Customers were calling and messaging to ask where their order was. After integrating ERPNext with WhatsApp for order and shipment communications, every order confirmation, shipment dispatch, and delivery confirmation goes out automatically on WhatsApp. Customers with their tracking link in hand stopped calling entirely. Customer support ticket volume dropped 40% in the first month.
No grey-route providers. No terms-of-service violations. Every channel in this connector pack uses the official, approved integration path.
Tell us which events matter to your customers — invoice delivery, order status, payment reminders. We will have them going out on WhatsApp within a week.
Book a Free Communication Integration Call →