ERP Next + Klipfolio Integration
Integrate ERP Next to Klipfolio in one click, or tell Integrately AI how you want each document handled. Track trends, update visualizations, spot insights, and refresh your data sources 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
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
Add to data source in Klipfolio- Update data source in Klipfolio
- Refresh data source in Klipfolio
Trusted by experts at...
Ready Workflows for ERP Next + Klipfolio Integration
Capture documents, update dashboards, refresh data sources, alert your team, and share insights, 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 + Klipfolio flow
Connect supporting apps to notify teams, log customer details, and synchronize records across your stack. Pick a combination and activate it in one click.
+
Shopify (3)
Shopify (3) +
WooCommerce (3)
WooCommerce (3) +
Stripe (3)
Stripe (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) S
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K
When a Shopify order is created, create a customer in ERP Next, and add it to your Klipfolio data source.
New Shopify orders instantly create an ERP Next customer and update your Klipfolio data source, eliminating manual data entry.
S
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When a Shopify refund is processed, update the lead in ERP Next and refresh your Klipfolio data source.
Refund events update your ERP Next lead status and refresh your Klipfolio dashboards instantly.
S
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When a Shopify customer is created, add a lead in ERP Next and update your Klipfolio data source.
Shopify customer accounts automatically populate ERP Next leads and feed your Klipfolio reporting dashboards.
Supported triggers and actions for ERP Next and Klipfolio
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 → What can you automate with ERP Next + Klipfolio?不必
Streamline your reporting workflows by connecting ERP Next document events directly to Klipfolio data sources and team notifications.
⚡
Sync ERP Next documents to Klipfolio dashboards
Send every new ERP Next document straight into your Klipfolio data source the moment it is created. Eliminate manual exports and keep your performance visualizations up to date.
📋
Capture every submitted document detail
Map all available fields from submitted ERP Next documents into your Klipfolio data sources instead of basic summaries, ensuring complete reporting accuracy.
🔔
Alert your team instantly on Slack
Notify relevant team channels the second a document is inserted or updated in ERP Next, ensuring quick responses and team-wide alignment.
🔀
Route records based on document fields
Take different actions depending on specific values in your ERP Next documents, updating designated data sources or notifying specialized channels.
🔄
Keep dashboards current as documents change
Automatically update your Klipfolio data source whenever an ERP Next document is modified, ensuring your metrics always reflect the latest state.
🔍
Search and update without creating duplicates
Look up existing lead or customer records in ERP Next before updating your Klipfolio data source to maintain clean, deduplicated datasets.
🏷️
Handle document cancellations and submissions
Trigger automated updates in Klipfolio when ERP Next documents are cancelled or submitted, reflecting accurate business statuses in real time.
💬
Extend workflows to team communication apps
Combine ERP Next and Klipfolio with Slack to notify team members automatically whenever key business documents are processed.
And much more...
Who is ERP Next + Klipfolio integration for?
ERP Next and Klipfolio integration eliminates manual reporting delays for teams relying on accurate operational data and executive dashboards.
Financial analysts
Sales managers
Business owners
Operations teams
Account executives
Data administrators
📈
Financial analysts
You're running financial reports in ERP Next, but your Klipfolio dashboards only update when someone manually refreshes data, so the metrics you're reviewing are always hours behind — with this integration, every new document lands in your data source instantly and your reports stay current.
🚨
Sales managers
You need to track team metrics in real time, but you find out about closed deals too late because records sit unexported in ERP Next — with this integration, every submitted document updates your Klipfolio metrics instantly.
📊
Business owners
You answer to stakeholders who want to see performance dashboards, but manual exports slow down your reporting — this integration means every business update flows directly into Klipfolio visualizations.
📦
Operations teams
The volume of inventory and order documents is too high for anyone to keep up by hand in dashboards — with this integration, every document update feeds your Klipfolio data source automatically.
👥
Account executives
You own customer follow-ups and depend on finance to log records in ERP Next, leading to delayed insights — with this integration, every customer creation triggers an immediate update in Klipfolio.
🗂️
Data administrators
You need a reliable history of system events but keep finding gaps in your dashboard records due to missed manual imports — with this integration, every document change is logged accurately.
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 + Klipfolio
Build and manage your ERP Next + Klipfolio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Klipfolio 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 + Klipfolio Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Klipfolio?
You can connect ERP Next to Klipfolio instantly using 1-click automations and ready templates on Integrately. Simply choose a pre-built workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically sync ERP Next document updates to my Klipfolio data sources?
Can I connect ERP Next, Klipfolio, and Slack?
What is a good Zapier alternative for ERP Next and Klipfolio?
How do ERP Next document events trigger Klipfolio updates?
How are Klipfolio data sources refreshed using ERP Next records?
Do I need coding skills to automate ERP Next and Klipfolio?
Is the ERP Next and Klipfolio integration free?
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