ERP Next + Gravity Forms Integration
Integrate ERP Next to Gravity Forms in one click, or tell Integrately AI how you want each submission handled. Create leads and customers, update entries, add issues, and log details automatically.
Free forever.Use premium features free for 14 days.1.
Document is cancelled in ERP Next Instant- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is trashed in ERP Next Instant
- Document is updated in ERP Next Instant
Form is submitted in Gravity Forms
2.
- Create customer in ERP Next
- Create lead in ERP Next
- Search lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
- Update entry in Gravity Forms
- Create entry in Gravity Forms
- Submit form in Gravity Forms
- Get form submission by ID in Gravity Forms
Trusted by experts at...
Ready Workflows for ERP Next + Gravity Forms Integration
Capture form submissions, create leads and customers, add issues, and update records, 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 + Gravity Forms flow
Send instant notifications to your team, sync payment details with your accounting tools, and trigger follow-up emails after every form submission. Pick a combination and activate it in one click.
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Slack (5)
Slack (5) +
Gmail (4)
Gmail (4) +
Stripe (4)
Stripe (4) +
WooCommerce (4)
WooCommerce (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
HubSpot (4)
HubSpot (4) G
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Submit form in Gravity Forms to create an ERP Next lead, and notify your team on Slack.
New form submissions instantly create a lead in ERP Next and post an alert in Slack so your team can respond immediately.
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When a document is submitted in ERP Next, get the Gravity Forms submission by ID and notify your team in Slack.
ERP Next document submissions fetch form details and alert your team in Slack instantly.
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When a document is updated in ERP Next, update the Gravity Forms entry and post the change in Slack.
Keep Gravity Forms entries updated whenever ERP Next documents change, and notify your team on Slack.
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If a Gravity Forms submission contains support, add an issue in ERP Next and alert your support channel in Slack.
Route support-related form submissions straight into ERP Next as issues and notify your support team in Slack.
G
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Use Claude to analyse form submissions in Gravity Forms, create an ERP Next customer, and announce it in Slack.
Claude evaluates incoming form submissions before creating an ERP Next customer and notifying your team in Slack.
Supported triggers and actions for ERP Next and Gravity Forms
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Gravity Forms Triggers & Actions
What can you automate with ERP Next + Gravity Forms?
Streamline your intake processes by connecting form submissions directly to your ERP workflows.
📋
Turn every form submission into an ERP record
Automatically create a new lead or customer in ERP Next the moment someone submits a form in Gravity Forms. Eliminate manual copying and speed up your response times.
📝
Capture every submitted form field
Map all custom form inputs from Gravity Forms into your ERP Next records instead of just basic contact info. Ensure your team has full context for every submission.
🔔
Notify your team instantly on new submissions
Alert relevant staff members the second a new form entry is received or an ERP document is updated. Keep everyone informed without checking dashboards manually.
🔀
Route submissions based on form answers
Apply conditional logic to direct specific form submissions to different ERP workflows or support queues based on what the user selects.
🔄
Keep destination records up to date
Automatically update corresponding entry details in Gravity Forms whenever documents change in ERP Next, keeping both platforms perfectly synchronized.
🔍
Prevent duplicates with smart search
Search for existing leads before creating new records to keep your database clean and organized across both applications.
⚠️
Handle document cancellations and changes
Trigger automated updates whenever ERP documents are cancelled, submitted, or trashed, ensuring your form records reflect the latest status.
🌐
Extend workflows to external apps
Connect your core ERP and form data to messaging tools like Slack or email platforms to trigger multi-step business processes.
And much more...
Who is ERP Next + Gravity Forms integration for?
Connecting ERP Next and Gravity Forms helps sales teams, project managers, and business owners streamline data capture and automate follow-ups without manual data entry.
Finance managers
Sales representatives
Account managers
Operations coordinators
Customer support leads
Data administrators
📈
Finance managers
You compile revenue reports and metrics from submitted forms, but the numbers are always stale because records wait for manual exports — this integration means every new submission lands in your system instantly and your data stays current.
⚡
Sales representatives
You need to follow up with prospective clients immediately, but form submissions sit in WordPress unread until someone checks — automating both apps means every lead is created in your ERP the moment it arrives.
🤝
Account managers
You answer to clients who want to see their onboarding progress tracked accurately, but manual data entry leads to missing entries — connecting these apps means customer records and form entries stay perfectly in sync.
📊
Operations coordinators
The volume of daily form submissions is too high for anyone to keep up by hand without introducing errors — this integration means every submission and document change is processed automatically without missing a step.
🎫
Customer support leads
You own issue resolution and depend on someone upstream to hand over submitted intake forms — with this integration, every form submission turns into an actionable record or issue immediately.
🗂️
Data administrators
You need a reliable audit history and keep finding gaps between your web forms and ERP records — automating both apps means every update, cancellation, and new entry is logged without manual intervention.
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 + Gravity Forms
Build and manage your ERP Next + Gravity Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Gravity Forms 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
3
Automation is ready
Connect ERP Next + Gravity Forms Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Gravity Forms?
You can connect ERP Next to Gravity Forms in 1 click using ready templates or ask Integrately AI to build the integration. You can also connect Slack, Gmail, Stripe, and 1,500+ other apps.
Can I automatically create leads in ERP Next when a form is submitted in Gravity Forms?
Can I connect ERP Next, Gravity Forms, and Slack?
What is a good Zapier alternative for ERP Next and Gravity Forms?
How does ERP Next handle document submissions in automations?
Can I update Gravity Forms entries from ERP Next changes?
Do I need coding skills to automate ERP Next and Gravity Forms?
Is the ERP Next and Gravity Forms integration free?
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Want to automate something else in your workflow?
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