Act! 365 + ERP Next Integration

Integrate Act! 365 to ERP Next in one click, or tell Integrately AI how you want each contact handled. Sync customer records, create leads, update documents, and trigger follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
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2.
  • Act! 365
    Create contact in Act! 365
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next

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Ready Workflows Ready Workflows for Act! 365 + ERP Next Integration

Create ERP Next customers from new Act! 365 contacts, update records, manage leads, and track issues, all in just one click.

Most popular automationmost-popular-automations
Act! 365 + ERP Next Integration

Create ERP Next customer for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - ERP Next integration, anytime a new Act! 365 contact is created, an ERP Next customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Act! 365 + ERP Next flow

Bring emails, marketing campaigns, invoices, messages, payments, and spreadsheets into your workflow. Pick a combination and activate it in one click.

Act! 365
ERP Next
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GmailGmail (3)
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MailchimpMailchimp (3)
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QuickBooks OnlineQuickBooks Online (3)
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SlackSlack (3)
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StripeStripe (3)
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Google SheetsGoogle Sheets (3)
A
E
G
When a new contact is created in Act! 365, create an ERP Next customer and send a welcome email in Gmail.
New Act! 365 contacts instantly become ERP Next customers while Gmail dispatches a welcome email, eliminating manual data entry.
E
A
G
When an ERP Next document is submitted, create a contact in Act! 365 and notify your team via Gmail.
ERP Next submissions automatically generate Act! 365 contacts and send email notifications through Gmail.
A
E
G
When a new contact is created in Act! 365, search for a lead in ERP Next and send an alert in Gmail.
Verify lead status in ERP Next for every new Act! 365 contact and receive email alerts through Gmail.

Supported triggers and actions for Act! 365 and ERP Next

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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ERP Next
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Create customer in ERP Next
Creates a new customer
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Create lead in ERP Next
Creates a new lead
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Search lead in ERP Next
Searches for a lead
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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What can you automate with Act! 365 + ERP Next?

Streamline your sales pipeline and ERP operations by connecting every contact, lead, and customer update across both platforms automatically.

What you can automate?
🔄
Create ERP Next customers from Act! 365 contacts
Automatically generate a new customer in ERP Next the moment a new contact is created in Act! 365. Eliminate manual data entry and keep your sales and ERP systems perfectly aligned.
📋
Capture every submitted field and document detail
Map all available fields from Act! 365 contacts and ERP Next document submissions directly into your records. Ensure complete information is preserved across every workflow.
🔔
Notify your team as soon as records update
Send instant alerts to your team members whenever a new contact or document is processed. Keep sales and operations informed without checking multiple dashboards.
🔀
Route records based on submitted criteria
Direct new Act! 365 contacts to create customers or leads in ERP Next depending on specific field values. Ensure every record lands in the correct pipeline stage.
✏️
Keep destination records up to date
Update existing leads and customer profiles in ERP Next whenever changes occur in Act! 365. Maintain accurate records across your entire tech stack.
🔍
Search and update instead of creating duplicates
Check if a lead or customer already exists in ERP Next before creating a new record. Prevent duplicate entries and keep your database clean.
⚡
Handle document cancellations and changes
Trigger automated actions whenever ERP Next documents are cancelled, updated, or submitted. Keep your CRM and ERP workflows synchronized through every state change.
💬
Extend your workflow to Slack and email
Connect Act! 365 and ERP Next with Slack or Gmail to notify stakeholders, send confirmation emails, and keep your communication channels in sync.
And much more...

Who is Act! 365 + ERP Next integration for?

Connecting Act! 365 and ERP Next helps sales teams, accountants, and operations managers keep contacts, leads, and customer data fully synchronized without manual data entry.

Finance Managers
Finance Managers
Sales Operations Leads
Sales Operations Leads
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Business Development Reps
Business Development Reps
Operations Directors
Operations Directors
📈
Finance Managers
You're reviewing financial reports in ERP Next but your customer contact lists from Act! 365 only update when someone manually exports records, so the revenue metrics you're reporting against are always out of date — integrating these apps means every new contact lands in your system instantly and your financial data stays current.
⚡
Sales Operations Leads
You manage incoming prospect leads in Act! 365 but customer accounts need to be created in ERP Next before sales reps can follow up, causing delays in outreach — automating both apps means every lead is converted into a customer record immediately so your sales team can act fast.
🤝
Account Managers
You coordinate client onboarding between Act! 365 and ERP Next while clients wait for confirmation of their account setup, leading to frequent status inquiries — with this integration, customer records and document updates sync automatically so clients see progress without delay.
📊
Customer Support Leads
You handle a high volume of issue submissions and support requests that need to be tracked across Act! 365 and ERP Next, but manual entry creates backlogs — this integration means every ticket and contact maps across systems instantly, keeping your queue clear.
🔄
Business Development Reps
You capture new contacts in Act! 365 and depend on upstream teams to manually hand over lead details into ERP Next before you can begin outreach, resulting in missed opportunities — connecting these apps means leads flow seamlessly into your pipeline the moment they arrive.
📋
Operations Directors
You rely on accurate audit trails and history across Act! 365 and ERP Next, but manual record creation leaves gaps and discrepancies in your database — automating both apps means every contact and document submission is recorded reliably without missing a single entry.
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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Act! 365 + ERP Next

Build and manage your Act! 365 + ERP Next automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + ERP Next with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to ERP Next?
Frequently Asked Questions
You can connect Act! 365 to ERP Next in one click using ready templates on Integrately. Link your accounts, choose a workflow, or ask Integrately AI to build custom sequences integrating apps like Gmail, Slack, and Google Sheets.
Can I automatically create ERP Next customers from new Act! 365 contacts?
Frequently Asked Questions
Can I connect Act! 365, ERP Next, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and ERP Next?
Frequently Asked Questions
How does Act! 365 handle new contact triggers?
Frequently Asked Questions
How does ERP Next handle document submissions in automations?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and ERP Next?
Frequently Asked Questions
Is the Act! 365 and ERP Next integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or ERP Next With 1500+ Other Apps

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