weclapp

Connect AI agents to weclapp, a cloud ERP and CRM for small and midsize businesses. Agents manage parties and articles, accept quotations into sales orders and raise invoices from them, open opportunities, and read warehouse stock.

1 trigger 27 actions API key available

weclapp website ↗ Platform Documentation ↗

On Record Event fires with the entity name and record id for a quotation that changed

Get Quotation loads the positions, validity dates, and calculated net and gross totals

Get Party confirms the customer's role flags, addresses, and bank details

List Warehouse Stock confirms the storable articles are on hand across every storage place

Create Opportunity records the deal on the pipeline at its current sales stage

The account owner receives the quotation, the stock position, and the amount at stake

Owner confirms which positions and quantities to accept, and only then does the agent call Accept Quotation

What This Integration Enables

weclapp collapses distinctions that most business systems keep apart, and that is what makes it worth automating. One party record covers customers, suppliers, sales partners, leads, and contact persons, separated only by role flags, so the same company can sit on both sides of your business without being entered twice. A quotation, a sales order, and a sales invoice are the same deal at three points in its life rather than three unrelated documents. An agent working against that shape does not spend its time translating between object models. It moves a deal forward.

Be precise about what this connector writes. Parties support the full lifecycle including a permanent Delete Party. Articles support create and update but not delete. Quotations can be created, accepted, and downloaded as PDF. Sales orders can be created, closed, and turned into an invoice. Invoices can be cancelled and downloaded, never deleted, because weclapp treats a booked invoice as an accounting record. Opportunities can be listed and created. Warehouse stock is read only: List Warehouse Stock answers availability questions across storage places, and there is no action here that adjusts a quantity. An agent can tell you what is on hand and refuse to promise what is not. It cannot correct the count. The trigger is a real weclapp webhook, registered per entity when the flow deploys and removed when the flow stops, but the callback carries only the entity name, the record identifier, and the event type, so the first step after On Record Event is always a Get action. weclapp does not sign its deliveries, which makes the secrecy of the callback URL the only protection on it, and a callback endpoint that stays unreachable for a day gets the webhook deactivated.

Without FlowRunner

Quote to order retyping Someone reads the accepted quote and keys the same positions into an order form

Availability checked late Stock is confirmed after the order exists rather than before the promise is made

Cancelled documents on the account A wrong order is closed out and leaves a cancelled document in the customer's history

With FlowRunner

One deal carried forward The quotation becomes the sales order without a second entry of the same positions

Availability checked first Warehouse stock is read across storage places before anything is accepted

Acceptance is a decision Partial quantities are confirmed by a person before the order exists

Use Case Scenarios

Quote acceptance without the retype

A customer replies to a quotation asking for two of the three positions at a reduced quantity. On Record Event fires for the quotation entity and the agent calls Get Quotation to load the positions and totals, Get Party to confirm the customer's terms and addresses, and List Warehouse Stock to check whether the storable articles are actually available across the warehouses that could serve the order. It posts the whole picture to the account owner in Slack, waits, and calls Accept Quotation with exactly the positions and quantities the owner names. weclapp creates the follow up sales order itself. Nobody retypes a line item, and nobody discovers a stock problem after the order was already promised.

Overdue receivables that arrive with their evidence

A weekly flow calls List Sales Invoices filtered on payment status Open with a due date cutoff, which is the shape weclapp is built for. For each overdue invoice the agent calls Get Sales Invoice to read the payment and dunning state, Download Sales Invoice PDF to pull the generated document into FlowRunner file storage, and sends the customer a reminder with the invoice attached through Gmail. Invoices past a second threshold do not get another automated reminder. They go to the controller with the invoice, the dunning history, and the customer's other open items, because a second reminder to a strategic account is a relationship decision.

Duplicate parties, resolved by the person who owns the account

Two sales channels create the same customer twice, so the account now has split order history. The agent uses Count Parties and List Parties with name and email matching to find the candidates, then Get Party on each to compare addresses, bank accounts, contacts, and customer numbers. It knows something the deduplication script does not: weclapp refuses Delete Party when the party is still referenced by quotations, orders, or invoices, so only one of the two is even deletable. The agent brings both records to the RevOps owner with the reference counts attached and asks which one survives, then applies the merge with Update Party and deletes the unreferenced duplicate. Where neither is deletable, it recommends deactivation instead.

Human-in-Loop Highlight

Accept Quotation is the point of no return in weclapp's sales chain. It accepts on the customer's behalf, weclapp creates the follow up record configured on the quotation, and for storable articles the resulting sales order reserves stock according to the tenant configuration. The positions and quantities supplied at that moment become the order, and nothing in this connector reopens a quotation or edits an accepted order back down. The only correction available is Close Sales Order, which moves the order to CANCELLED or MANUALLY_CLOSED and leaves a cancelled document sitting in that customer's history for anyone who looks. So the agent stops before it commits. It posts the calculated totals from Get Quotation, the on hand quantities from List Warehouse Stock, and the exact positions the customer asked to change, then asks the account owner in Slack: "Customer accepts positions 1 and 3 at reduced quantity, position 2 unchanged. Accept those two and leave position 2 open, or accept the full quotation?" The owner answers in the channel they already watch, and the agent calls Accept Quotation with that answer. That pause is human-in-the-loop doing exactly the job it exists for: the agent handled the reading, the matching, and the stock check, and it handed back the one call that creates an obligation.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

27 actions

Parties

List Parties Lists parties filtered by role, name, or email, with pagination and sorting on properties such as lastModifiedDate or customerNumber. Use it to build working sets: customers created since the last run, suppliers missing bank details, leads that have gone quiet.
Get Party Loads a single party in full, including addresses, bank accounts, contacts, role flags, and the version used for optimistic locking. Call it before any update so the agent is merging into a known record rather than guessing.
Create Party Creates a customer, supplier, sales partner, lead, or contact person. The role flags decide where the record appears, and both Is Customer and Is Supplier can sit on the same party, which is how weclapp handles a company you buy from and sell to.
Update Party Updates an existing party. Because a weclapp PUT replaces the whole record, this action reads the current party first, merges the supplied changes, and writes the result back, so addresses and custom attributes the agent never touched survive the write.
Delete Party Permanently deletes a party. The request fails when the party is still referenced by quotations, orders, or invoices, which makes it a safe operation to attempt and a poor one to attempt blindly. Deactivate instead when the delete is refused.
Count Parties Returns how many parties match a role, type, and name filter without transferring the records. Use it to size an import before fetching it or to report totals cheaply.

Articles and Stock

List Articles Lists articles across physical goods, services, shipping cost items, and bills of material, filtered by article number, name, category, type, or active state.
Get Article Loads one article in full, including prices, supply sources, dimensions, and tax rate type. Required reading before an update, for the same merge reason as parties.
Create Article Creates an article in the master data. The article type is the consequential field: Storable articles are tracked in the warehouse, Service articles are not. Leave the article number empty to draw the next value from the configured number range.
Update Article Updates an article by reading the current record, merging the supplied changes, and writing it back, preserving prices, supply sources, and custom attributes this action does not expose.
List Warehouse Stock Lists stock records, each representing a quantity of one article on one storage place. An article held in several places produces several records that have to be summed. This is a read. Nothing in this connector adjusts a stock quantity.

Quotations

List Quotations Lists quotations with status, customer, validity dates, and calculated net and gross amounts. Filter by status or date range to find the quotations that are still waiting on a decision.
Get Quotation Loads one quotation with all positions, shipping cost items, addresses, status history, and totals.
Create Quotation Creates a quotation with positions that either reference an article or stand as free text lines. weclapp draws the quotation number from the configured number range and calculates net, tax, and gross from the article prices unless an explicit unit price is supplied.
Accept Quotation Accepts a quotation on the customer's behalf and lets weclapp create the configured follow up record, normally a sales order. Accepting specific positions and quantities produces a partial acceptance. This is the action that creates an obligation, and it is the one worth gating.
Download Quotation PDF Downloads the most recently generated quotation PDF into FlowRunner file storage and returns a URL that a later step can attach to an email. The quotation must already have a generated document.

Sales Orders

List Sales Orders Lists orders with status, customer, order date, planned shipping and delivery dates, and totals, plus the derived shipped, invoiced, and paid flags. Those flags make this the natural starting point for fulfillment and dunning work.
Get Sales Order Loads one order with all items including shipped and invoiced quantities, shipping cost items, addresses, payments, and status history.
Create Sales Order Creates an order directly, for the cases that never had a quotation. weclapp assigns the order number, resolves prices and taxes from the article master data unless overridden, and reserves stock for storable articles per the tenant configuration.
Create Sales Invoice From Sales Order Generates an invoice from an order, copying the open positions and billing data. Several orders for one customer can be merged into a single collective invoice, and a shipping date or service period can be stamped on the result.
Close Sales Order Cancels an unprocessed order or manually closes a partly shipped or invoiced one, with weclapp choosing CANCELLED or MANUALLY_CLOSED from the current state. Closing releases reserved stock and stops further shipments and invoices.

Sales Invoices

List Sales Invoices Lists invoices with document status, payment status, invoice and due dates, and totals. Filtering on payment status Open with a due date cutoff is the standard overdue receivables query.
Get Sales Invoice Loads one invoice with all items, the linked sales orders, addresses, and the payment and dunning state.
Cancel Sales Invoice Cancels an invoice. A booked invoice cannot be deleted for accounting reasons, so this moves it to CANCELLED and creates the matching cancellation document. Supply a cancellation date to book the reversal into a specific period.
Download Sales Invoice PDF Downloads the most recently generated invoice PDF into FlowRunner file storage for emailing or archiving. The invoice needs a generated document, which normally means status DOCUMENT_CREATED or later.

Opportunities

List Opportunities Lists opportunities with customer, sales stage, expected revenue, probability, and expected signature date. Filter by stage or responsible user to assemble a pipeline view for a review meeting.
Create Opportunity Creates an opportunity, which is how weclapp tracks a deal before a quotation exists. The sales stage carries a default probability that this action can override.

Triggers

1 triggers

Event Triggers

On Record Event Fires when a weclapp record of the selected entity is created, updated, or deleted. FlowRunner registers a weclapp webhook for that entity when the flow is deployed and removes it when the flow is stopped. The callback carries only the entity name, the record identifier, and the event type, so pair it with a Get action such as Get Party or Get Sales Order to load the record the event is about.

Frequently Asked Questions

What can FlowRunner do with weclapp?

FlowRunner agents can run List Parties, Get Party, and Create Party in weclapp, plus 24 more actions.

Does connecting weclapp to FlowRunner require OAuth?

No. weclapp connects to FlowRunner with an API key, no OAuth flow required.

Can weclapp trigger a FlowRunner workflow automatically?

Yes. weclapp supports 1 trigger that can start a FlowRunner workflow automatically.

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