ERP Next + easybill Integration

Integrate easybill to ERP Next in one click, or tell Integrately AI how you want each customer handled. Capture details, create records, update accounts, and sync data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • easybill
    Document is completed in easybill Instant
  • easybill
    Document is created in easybill Instant
  • easybill
    Document is updated in easybill Instant
  • easybill
    Document is deleted in easybill Instant
  • easybill
    Payment record is created in easybill Instant
  • easybill
    Payment record is deleted in easybill Instant
  • easybill
    Invoice item is deleted in easybill Instant
  • easybill
    Invoice item is created in easybill Instant
  • easybill
    Invoice item is updated in easybill Instant
  • easybill
    Contact is created in easybill Instant
  • easybill
    Contact is updated in easybill Instant
  • easybill
    Contact is deleted in easybill Instant
  • easybill
    Customer is created in easybill Instant
  • easybill
    Customer is updated in easybill Instant
  • easybill
    Customer is deleted in easybill Instant
Arrow Right
2.
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • easybill
    Create Customer in easybill
  • easybill
    Search Customers in easybill
  • easybill
    Delete Customer in easybill
  • easybill
    Create customer group in easybill
  • easybill
    Update customer in easybill
  • easybill
    Create document in easybill
  • easybill
    Create invoice item group in easybill
  • easybill
    Create invoice item in easybill
  • easybill
    Delete document in easybill
  • easybill
    Complete document in easybill
  • easybill
    Cancel document in easybill
  • easybill
    Create payment for document in easybill
  • easybill
    Delete payment in easybill
  • easybill
    Search payment record in easybill
  • easybill
    Update document in easybill
  • easybill
    Create contact in easybill
  • easybill
    Create task in easybill
  • easybill
    Search document in easybill
  • easybill
    Create project in easybill
  • easybill
    Send document in easybill

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Ready WorkflowsReady Workflows   for ERP Next + easybill Integration

Create customers, sync documents, track invoices, update accounts, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your easybill + ERP Next flow

Manage communication, track sales, and sync billing data across your entire stack. Pick a combination and activate it in one click.

ERP Next
easybill
+
ShopifyShopify (4)
+
HubSpotHubSpot (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
GmailGmail (4)
S
E
E
Create an easybill document when a new Shopify order is placed, and add the customer in ERP Next
New Shopify orders generate easybill documents instantly while updating ERP Next records, eliminating manual data entry across your store and back office.
E
S
E
When a customer is created in easybill, update the matching Shopify customer and add a lead in ERP Next
easybill customer updates instantly sync to Shopify and create new leads in ERP Next, keeping your sales and billing records consistent.
S
E
E
If a Shopify order is paid, create a document in easybill and update the customer record in ERP Next
Paid Shopify orders automatically generate easybill documents and update ERP Next records without manual intervention.
E
S
E
When an easybill document is completed, update the Shopify order status and add an issue in ERP Next
Completed easybill documents update your Shopify fulfillment tracking and log an issue in ERP Next for internal review.

Supported triggers and actions for ERP Next and easybill

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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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 submitted in ERP Next
Triggers the automation when a document is submitted
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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 changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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easybill
easybill Triggers & Actions
Instant
Document is completed in easybill
Triggers the automation when a particular document is completed
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Instant
Document is created in easybill
Triggers the automation when a new document is created
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Instant
Document is updated in easybill
Triggers the automation when a document is modified
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Instant
Document is deleted in easybill
Triggers the automation when a document is deleted
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Instant
Payment record is created in easybill
Triggers the automation when a payment record is created
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Instant
Payment record is deleted in easybill
Triggers the automation when a payment record is deleted
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Instant
Invoice item is deleted in easybill
Triggers the automation when an invoice item is deleted
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Instant
Invoice item is created in easybill
Triggers the automation when a new invoice item is created
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Instant
Invoice item is updated in easybill
Triggers the automation when an invoice item is updated
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Instant
Contact is created in easybill
Triggers the automation when a new contact is created
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Instant
Contact is updated in easybill
Triggers the automation when a contact is updated
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Instant
Contact is deleted in easybill
Triggers the automation when a contact is removed from the particular list
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Instant
Customer is created in easybill
Triggers the automation when a new customer is created
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Instant
Customer is updated in easybill
Triggers the automation when customer details are updated
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Instant
Customer is deleted in easybill
Triggers the automation when a customer is removed from the database
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Create Customer in easybill
Adds a new customer to the database
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Search Customers in easybill
Searches for customers
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Delete Customer in easybill
Removes a customer from the database
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Create customer group in easybill
Creates a new customer group
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Update customer in easybill
Updates a customer's information
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Create document in easybill
Generates a new document
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Create invoice item group in easybill
Group invoice items for streamlined billing
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Create invoice item in easybill
Generates and add a new item to an invoice
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Delete document in easybill
Removes a particular document from the system
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Complete document in easybill
Finalize and save a document with all necessary information included
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Cancel document in easybill
Cancels the particular document
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Create payment for document in easybill
Triggers the automation when payment is made against any document
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Delete payment in easybill
Deletes a payment record
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Search payment record in easybill
Searches for a payment record
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Update document in easybill
Updates a document
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Create contact in easybill
Adds a new contact to the database
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Create task in easybill
Creates a new task
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Search document in easybill
Locates and retrieves document based on search criteria
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Create project in easybill
Creates a new project
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Send document in easybill
Sends a particular document to a designated recipient
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What can you automate with easybill + ERP Next?

Streamline your invoicing, customer management, and document workflows between easybill and ERP Next.

What you can automate?
🔄
Sync new easybill customers to ERP Next instantly
Automatically create a customer record in ERP Next the moment a new customer profile is registered in easybill. Keep your billing data and enterprise directory perfectly aligned without manual copying.
📄
Capture every submitted document detail
Map all available document line items and customer fields from easybill directly into ERP Next. Maintain comprehensive transaction records for accurate financial reporting.
🔔
Alert your team the moment documents complete
Send instant notifications to your finance or operations channel whenever an easybill document is marked completed. Ensure your team stays informed of critical billing milestones.
🔀
Route records based on customer groups
Direct new easybill entries to specific ERP Next workflows depending on customer group classifications or document values. Automate department handoffs without manual sorting.
✍️
Keep records updated as invoices change
Automatically update existing ERP Next customer profiles whenever document details or payment records are modified in easybill. Keep your entire database current without double entry.
🛡️
Prevent duplicate records across systems
Search existing ERP Next databases before creating new entries from easybill updates. Maintain clean customer directories and eliminate redundant profile creation.
Handle document cancellations and payments
Automatically log payment records and update cancellation statuses in ERP Next whenever document states change in easybill. Keep your financial audit trail accurate.
🌐
Extend your workflow to Slack or Gmail
Trigger follow-up emails in Gmail or post channel alerts in Slack the moment your easybill and ERP Next integration completes a document sync.
And much more...

Who is easybill + ERP Next integration for?

Connecting easybill and ERP Next eliminates manual data entry between your billing system and enterprise software, helping finance and operations teams stay aligned.

Finance Managers
Finance Managers
Sales Operations Leads
Sales Operations Leads
Project Directors
Project Directors
Billing Specialists
Billing Specialists
Operations Coordinators
Operations Coordinators
Compliance Auditors
Compliance Auditors
📈
Finance Managers
You review revenue reports and billing summaries in easybill, but your ERP Next records only update when someone manually exports payment data, so your cash flow dashboards are always lagging behind — this integration means every new payment and customer record syncs instantly and your reports stay accurate.
Sales Operations Leads
You manage incoming client orders in easybill, but your sales team finds out about completed documents hours later, delaying follow-up actions — automating both apps means every document change updates your ERP Next records immediately so your team can act without delay.
🤝
Project Directors
You report project billing milestones to executive stakeholders, but reconciling easybill paperwork with ERP Next project tasks requires tedious manual cross-checking — with this integration, every document status update flows directly into your enterprise records to show transparent progress.
📋
Billing Specialists
You process high volumes of customer invoices in easybill, but re-entering each transaction into ERP Next creates bottlenecks and frequent typos — automating this process means every new customer and document is created across both systems in one click.
⚙️
Operations Coordinators
You depend on billing teams to hand over completed easybill documents before you can provision resources in ERP Next, leading to frustrating wait times — connecting these apps means every document completion triggers your operational workflows instantly.
🔍
Compliance Auditors
You need a reliable audit trail linking easybill invoicing data to ERP Next enterprise records, but manual record-keeping leaves gaps in transaction history — automating both apps means every customer creation and payment record maintains a verified, unbroken history.
Our team

Ready Workflows 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 + easybill

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

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + easybill 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
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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 easybill to ERP Next?
Frequently Asked Questions
You can connect easybill to ERP Next in 1 click using ready workflows on Integrately or by asking Integrately AI to build the automation. The setup takes minutes with no coding required.
Can I automatically create ERP Next customers when a new easybill customer is created?
Frequently Asked Questions
Can I connect easybill, ERP Next, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for easybill and ERP Next?
Frequently Asked Questions
How does easybill handle document data during integration?
Frequently Asked Questions
How are ERP Next leads and customers managed in this integration?
Frequently Asked Questions
Do I need coding skills to automate easybill and ERP Next?
Frequently Asked Questions
Is the easybill and ERP Next integration free?
Frequently Asked Questions
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