

ERP Next + Givebutter Integration
Integrate ERP Next to Givebutter in one click, or tell Integrately AI how you want each contact handled. Track every transaction, create leads, update campaigns, and sync records automatically.
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Ready Workflows for ERP Next + Givebutter Integration
Capture transactions, create leads, update campaigns, sync records, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 ERP Next + Givebutter flow
Teams connect these tools to sync billing records, send email campaigns, update accounting ledgers, and notify staff the moment events occur. Pick a combination and activate it in one click.


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Stripe (4)
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Mailchimp (4)
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QuickBooks Online (4)
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Slack (4)
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Google Sheets (4)
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Zoom (4)
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Create a Stripe customer for every new transaction in Givebutter, and create a lead in ERP Next.
New Givebutter transactions instantly create customer profiles in Stripe and add matching leads in ERP Next without manual data entry.
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Create a charge in Stripe when a document is submitted in ERP Next, and get the pledge in Givebutter.
ERP Next document submissions trigger payment charges in Stripe and retrieve pledge details from Givebutter instantly.
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Update the ERP Next lead when a Givebutter campaign updates and log the payment in Stripe.
Givebutter campaign updates automatically modify ERP Next lead records and update customer data in Stripe.
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When a document is updated in ERP Next, create a contact in Givebutter and create a customer in Stripe.
Updated ERP Next documents propagate new contact records to Givebutter and establish customer profiles in Stripe.
Supported triggers and actions for ERP Next and Givebutter
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 → 
Givebutter Triggers & Actions
Transaction is created in Givebutter
Triggers the automation when a new transaction is created
Try it → What can you automate with ERP Next + Givebutter?ీల
Streamline your fundraising and ERP workflows with powerful automation built for your team.
⚡
Automate core data flow between systems
Instantly create Givebutter contacts whenever new documents are submitted in ERP Next. Eliminate manual double-entry and keep your databases perfectly synchronized.
📋
Capture every submitted transaction field
Map all available Givebutter transaction details into separate ERP Next lead fields instead of just names and emails. Your records become a more useful source for review and follow-up.
🔔
Alert your team the moment events occur
Send instant notifications to staff members whenever a new donation or document submission is processed. Ensure fast responses and eliminate communication gaps.
🔀
Route records based on submitted data
Apply conditional rules to direct high-value transactions or specific document types to designated team pipelines. Ensure specialized handling for priority records.
🔄
Keep destination records up to date
Automatically update existing ERP Next leads whenever campaign details or contact information change in Givebutter. Maintain accurate records across platforms.
🔍
Prevent duplicates with smart matching
Search existing ERP Next records before creating new leads to avoid duplicate entries. Maintain clean customer databases effortlessly.
📌
Handle later status and campaign updates
Automatically process status changes, campaign modifications, and recurring plan updates across both platforms. Keep your historical data accurate and current.
🔗
Extend workflows to popular third-party apps
Connect your ERP Next and Givebutter flow with Slack, Google Sheets, or QuickBooks Online to notify teams, log rows, or generate invoices automatically.
And much more...
Who is ERP Next + Givebutter integration for?
Operations teams, finance managers, and fundraising coordinators eliminate manual data entry and keep records perfectly synchronized across ERP Next and Givebutter.
Finance managers
Campaign coordinators
Account managers
Operations leads
Sales representatives
Compliance officers
📈
Finance managers
You're reviewing donation reports in ERP Next but your financial ledgers only update when someone manually exports Givebutter transactions, so the totals you're reconciling against are always a few hours behind — automating both apps means every new transaction lands in your system instantly and your numbers stay current.
⚡
Campaign coordinators
You need to act fast on incoming donor inquiries, but manual data transfers between Givebutter and ERP Next mean you find out about major pledges too late — connecting these apps means every new submission triggers instant lead creation so you can respond immediately.
📊
Account managers
You answer to stakeholders who want to see campaign progress and payment history, but tracking details manually leads to missing entries — automating these apps means every update flows directly into your records so you can share reliable progress reports.
🔄
Operations leads
The volume of incoming documents and donations is too high for your team to keep up with by hand, leading to bottlenecks and backlogs — this integration means every record is created and updated automatically without manual intervention.
🤝
Sales representatives
You own the follow-up step and depend on someone upstream to hand over donor details from ERP Next, causing frustrating delays in outreach — integrating these apps means every lead is routed to your pipeline the moment it is submitted.
📁
Compliance officers
You need a reliable audit history for every financial transaction, but manual entry keeps introducing gaps and mismatched records — automating both platforms means every transaction and document submission is logged accurately every time.

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 + Givebutter
Build and manage your ERP Next + Givebutter automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Givebutter 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?
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Select Automation
2
Connect Accounts
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Automation is ready
Connect ERP Next + Givebutter Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Givebutter?
You can connect ERP Next to Givebutter in just 1 click using ready templates on Integrately, or use Integrately AI to build your exact workflow. You can also connect other popular tools like Slack, Google Sheets, Stripe, and Mailchimp to extend your automation.
Can I automatically create ERP Next leads from new Givebutter transactions?
Can I connect ERP Next, Givebutter, and Google Sheets?
What is a good Zapier alternative for ERP Next and Givebutter?
How does ERP Next handle document submissions in this integration?
Can Givebutter campaign updates trigger actions in ERP Next?
Do I need coding skills to automate ERP Next and Givebutter?
Is the ERP Next and Givebutter integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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