Create ERP Next customer for new Dialpad message
Dialpad + ERP Next Integration
ERP Next + Dialpad Integration
Integrate Dialpad to ERP Next in one click, or tell Integrately AI how you want each call handled. Log calls, create leads, update customer records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Document is updated in ERP Next Instant- Document is trashed in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is changed in ERP Next Instant
- Document is cancelled in ERP Next Instant
SMS is sent in Dialpad Instant- Call state is updated in Dialpad Instant
2.
- Search lead in ERP Next
- Add Issue in ERP Next
- Update lead in ERP Next
- Create lead in ERP Next
- Create customer in ERP Next
- Send SMS in Dialpad
- Send SMS to channel in Dialpad
- Create contact in Dialpad
- Create call in Dialpad
Trusted by experts at...
Ready Workflows for Dialpad + ERP Next Integration
Track calls, create leads, update customer records, log issues, and trigger follow-ups, all in just one click.
Most popular automations
Create ERP Next issue for new Dialpad message
Dialpad + ERP Next Integration
Send Dialpad message for new ERP Next file
If you use Dialpad and ERP Next, you may be interested in learning how to automatically send a message when a new file is added to your ERP Next. This can be useful if you want to keep track of when new file are added, or if you need to be notified whenever someone uploads a new document.
Use this integration to set up this automatic notification system.
See moreUse this integration to set up this automatic notification system.
Send Dialpad message for updated ERP Next file
ERP Next + Dialpad Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Dialpad + ERP Next flow
Notify your team about new leads, log financial records, and send follow-up emails instantly. Pick a combination and activate it in one click.
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Shopify (8)
Shopify (8) +
WooCommerce (8)
WooCommerce (8) +
Stripe (8)
Stripe (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Slack (8)
Slack (8) +
Gmail (8)
Gmail (8) S
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Add every Shopify order as an ERP Next customer, and send an SMS confirmation in Dialpad
New Shopify orders instantly generate a customer profile in ERP Next and trigger a confirmation SMS in Dialpad without manual data entry.
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When a Shopify order is placed, create an ERP Next lead and notify your team via Dialpad
Every Shopify order creates a lead in ERP Next and alerts your team via Dialpad SMS channel so follow-ups happen without delay.
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When an ERP Next document is updated for a Shopify order, send an SMS update in Dialpad
ERP Next document changes update customer workflows and trigger instant SMS notifications in Dialpad.
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When a Shopify order issue occurs, log it in ERP Next and create a contact in Dialpad
Store issues logged in Shopify automatically create ERP Next support issues and add Dialpad contacts.
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If a Shopify order exceeds $500, create a priority lead in ERP Next and send a high-value SMS in Dialpad
High-value Shopify orders automatically generate priority leads in ERP Next and trigger urgent SMS alerts in Dialpad.
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When an ERP Next document is submitted for a Shopify customer, create a follow-up contact in Dialpad
Submitted ERP Next documents trigger new contact creation in Dialpad for seamless customer outreach.
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Use Claude to analyse every Shopify order, create an ERP Next lead, and send a summary SMS in Dialpad
Claude evaluates Shopify order details, creates an ERP Next lead, and triggers a summary SMS in Dialpad.
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When a Shopify order is fulfilled, create an ERP Next customer, send a Dialpad SMS, and post in Slack
Fulfilled Shopify orders trigger ERP Next customer creation, a confirmation SMS in Dialpad, and a team Slack update.
Supported triggers and actions for ERP Next and Dialpad
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → What can you automate with Dialpad + ERP Next?
Streamline your communication workflows and enterprise resource planning with powerful ready-made and custom automation use cases.
📞
Sync Dialpad calls to ERP Next leads automatically
Every call state update or client message in Dialpad can instantly create or update a lead in ERP Next. Keep your CRM pipeline accurate without lifting a finger.
📋
Capture every submitted field and call attribute
Map caller details, message content, and timestamps directly into ERP Next document fields instead of just basic contact names. Your records become a comprehensive reference for future outreach.
🔔
Notify your team as soon as interactions happen
Send instant channel notifications or SMS alerts in Dialpad whenever an important ERP Next document is submitted or updated. Keep your staff aligned in real time.
🔀
Route records based on submitted field values
Apply conditional logic to direct VIP callers to priority leads in ERP Next while routing standard inquiries to general support queues.
🔄
Keep your destination records fully up to date
Automatically update existing ERP Next documents and leads whenever call statuses change or new messages arrive in Dialpad.
🔍
Search and update instead of creating duplicates
Check existing records in ERP Next before creating new entries, preventing duplicate customer profiles and keeping your database clean.
⚡
Handle later status changes and cancellations
Automatically update ERP Next documents when calls end, issues are resolved, or orders are cancelled, ensuring your historical data remains precise.
💬
Extend workflows to Slack for instant team alerts
Connect your core Dialpad and ERP Next flow to Slack to broadcast milestone updates and keep entire departments informed of key customer events.
And much more...
Who is Dialpad + ERP Next integration for?
Operations teams, sales representatives, and support agents connect Dialpad and ERP Next to eliminate manual data entry, streamline communications, and maintain synchronized customer records.
Performance analysts
Customer support agents
Client success managers
High-volume sales teams
Account managers
Compliance officers
📈
Performance analysts
You're reviewing call volumes and sales pipeline metrics in ERP Next, but your phone logs only update when someone manually exports Dialpad records, so the dashboard numbers you report against are always a few hours behind — with this integration, every call update lands in your ERP instantly and your data stays current.
⚡
Customer support agents
You handle incoming client issues in Dialpad, but your support tickets in ERP Next take hours to create by hand, so frustrated clients wait too long for follow-up — automating both apps means every call and message immediately generates a tracked issue and your response times drop.
🤝
Client success managers
You answer to key accounts who want immediate progress updates on their orders and support requests, but compiling phone logs and ERP documents manually takes valuable hours — connecting these apps means every project status change is instantly captured and your client reports build themselves.
📞
High-volume sales teams
You manage hundreds of daily prospect calls in Dialpad, but logging every interaction into ERP Next by hand is impossible to keep up with, so valuable lead history gets lost — automating both apps means every call state update creates or updates leads instantly and your pipeline remains accurate.
🔄
Account managers
You depend on upstream sales reps to hand over new client details from Dialpad calls before you can set up their accounts in ERP Next, but communication gaps cause costly onboarding delays — with this integration, every new contact flows smoothly into your ERP without manual handoffs.
📋
Compliance officers
You need a reliable history of every client communication and document change for auditing purposes, but scattered phone records and ERP logs keep leaving frustrating gaps in your audit trail — this integration means every interaction and document update is recorded automatically with zero missing records.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate ERP Next + Dialpad
Build and manage your ERP Next + Dialpad automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Dialpad with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Dialpad to ERP Next?
You can connect Dialpad to ERP Next in 1 click using ready workflows on Integrately. Select a pre-built automation template or ask Integrately AI to build your custom flow connecting Dialpad, ERP Next, and tools like Slack or Gmail in minutes.
Can I automatically create ERP Next leads from Dialpad calls?
Can I connect Dialpad, ERP Next, and Slack?
What is a good Zapier alternative for Dialpad and ERP Next?
How are call updates handled between Dialpad and ERP Next?
Can ERP Next document changes trigger actions in Dialpad?
Do I need coding skills to automate Dialpad and ERP Next?
Is the Dialpad and ERP Next integration free?
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