iPaaS Integration
Connect TaprNext to your ERP using integration platforms like Workato, Make, or Zapier.
Supported Platforms
Section titled “Supported Platforms”| Platform | Connector | Status |
|---|---|---|
| Workato | Native connector | Available |
| Make (Integromat) | HTTP/Webhook module | Available |
| Zapier | Webhook trigger | Available |
| Power Automate | HTTP connector | Available |
| Tray.io | HTTP connector | Available |
Workato Integration
Section titled “Workato Integration”Setting Up TaprNext Connector
Section titled “Setting Up TaprNext Connector”- Search for “TaprNext” connector in Workato
- Click Connect
- Enter your site URL and API key
- Complete the connection
Example Recipe: Invoice to NetSuite
Section titled “Example Recipe: Invoice to NetSuite”Map TaprNext invoice approvals to NetSuite vendor bills through a transformation layer that aligns field names between systems.
Field Mapping
Section titled “Field Mapping”| TaprNext Field | NetSuite Field |
|---|---|
| vendor | entity |
| invoice_number | tranId |
| posting_date | tranDate |
| due_date | dueDate |
| grand_total | total |
Make (Integromat) Integration
Section titled “Make (Integromat) Integration”Setting Up Webhook Trigger
Section titled “Setting Up Webhook Trigger”- Create a new scenario
- Add a Custom webhook module
- Copy the webhook URL
- Configure it in TaprNext settings
Example Scenario: Invoice to QuickBooks
Section titled “Example Scenario: Invoice to QuickBooks”Receive invoice data via webhook, parse the JSON payload, then create corresponding bills in QuickBooks using mapped fields.
Zapier Integration
Section titled “Zapier Integration”Setting Up Webhook Trigger
Section titled “Setting Up Webhook Trigger”- Create a new Zap
- Select Webhooks by Zapier as your trigger
- Choose Catch Hook
- Copy and add the webhook URL to TaprNext
Common Zapier Actions
Section titled “Common Zapier Actions”| Action | Use Case |
|---|---|
| Google Sheets | Log invoices to spreadsheet |
| Slack | Notify team of approvals |
| Send confirmation | |
| Airtable | Track in database |
| Custom webhook | Forward to ERP |
Power Automate Integration
Section titled “Power Automate Integration”HTTP Trigger Setup
Section titled “HTTP Trigger Setup”Create a flow with an HTTP request trigger, then parse incoming JSON data and route it to your target system.
Example Flow: Invoice to SharePoint
Section titled “Example Flow: Invoice to SharePoint”Receive HTTP requests containing invoice data, parse the JSON, then create corresponding items in SharePoint.
Common Integration Patterns
Section titled “Common Integration Patterns”Pattern 1: Invoice Sync - TaprNext sends approved invoices through the iPaaS platform for transformation and validation before creation in your ERP.
Pattern 2: Vendor Sync - New or updated vendors flow from your ERP through the platform into TaprNext.
Pattern 3: PO Sync - Purchase orders transfer from your ERP to TaprNext for invoice matching purposes.
Limitations
Section titled “Limitations”- Zapier offers limited transformation capabilities
- Make has execution time constraints on free tiers
- All platforms enforce rate limits
Best Practices
Section titled “Best Practices”- Implement error handling and retry logic
- Log all transactions for debugging
- Test workflows with sample data before deployment
- Monitor integrations and configure failure alerts