Feedback Collection Automation on ERPNext, Powered by AI
Run Feedback Collection on top of ERPNext with a DeskFerry agent. Faster execution, fewer errors, zero manual busywork.
247 surveys sent · 3 detractors routed. Sample reply trigger:
How does ERPNext work for Feedback Collection automation?
ERPNext works for Feedback Collection automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to ERPNext alongside the other apps your team already uses, watches for the triggers that matter for Feedback Collection, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Send NPS surveys via @ERPNext 30 days post-launch
Trigger feedback requests at optimal moments in the customer journey.
- 03
Route detractors to Customer Success in @HubSpot
Teams typically see higher than one-shot survey sends once the agent is in production.
- 04
Tag themes for the product team
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Send NPS surveys via @ERPNext 30 days post-launch
- 2Route detractors to Customer Success in @HubSpot
- 3Tag themes for the product team
How it connects
Connect ERPNext. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect ERPNext with one click, and feedback collection runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ERPNextConnect
- HubSpotConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What ERPNext + DeskFerry can do
Real ERPNext actions your AI agent can perform automatically — no manual work required.
Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
Cancel Document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.
Create Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
Create Timesheet
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
Create Webhook
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
Delete Document
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Delete Document
Tool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.
Download file from ERPNext
Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.
Saw your 4/10 — what would have made it a 9?
ChatGPT flagged your NPS reply for follow-up. You said the onboarding video was hard to follow — that's on us, and I'd love 10 minutes to walk you through the parts that bit.
Personalized using LinkedIn activity from the last 30 days.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to alex@kibblecorp.com.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Send NPS surveys via @ERPNext 30 days post-launch, route detractors to Customer
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect ERPNext
Authorize ERPNext in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for ERPNext — project milestones, invoice events, or client status changes trigger AI actions.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside ERPNext while you focus on growth. Track efficiency gains live.
Start automating Feedback Collection for ERPNext
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How does DeskFerry automate Feedback Collection directly inside ERPNext?
DeskFerry connects natively with ERPNext to handle the full Feedback Collection workflow. The AI agent monitors ERPNext events, processes Feedback Collection tasks automatically, and writes results back to ERPNext — no copy-pasting or tab-switching required.
How long does it take to set up Feedback Collection automation with ERPNext?
Most users connect ERPNext and launch their first Feedback Collection automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure Feedback Collection-specific rules through a visual no-code builder.
How does Feedback Collection automation scale with increased ERPNext volume?
The Feedback Collection agent scales automatically as your ERPNext activity grows. Whether you process 10 or 10,000 Feedback Collection tasks per day from ERPNext, the AI handles the volume without slowdowns or additional configuration.
Can I run multiple Feedback Collection workflows with different ERPNext triggers?
Yes. You can create parallel Feedback Collection workflows that respond to different ERPNext events or conditions. For example, one Feedback Collection flow for new ERPNext records and another for updated ones — each with independent rules and actions.
When does the Feedback Collection agent send surveys to ERPNext customers?
The agent triggers surveys at the moment of peak feedback value — post-purchase, post-resolution, post-onboarding, or at ERPNext-specific lifecycle milestones. Timing is calibrated for highest response rate, not arbitrary monthly blasts.
Explore more