ERP Next + RD Station Integration

Integrate ERP Next to RD Station in one click, or tell Integrately AI how you want each lead handled. Capture new conversions, create customers automatically, update records, and notify your team instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
Arrow Right
2.
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station

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Ready WorkflowsReady Workflows   for ERP Next + RD Station Integration

Capture leads, create customers, update records, and keep teams notified, 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 ERP Next + RD Station flow

Bring in marketing, communication, and commerce tools to keep your whole pipeline aligned. Pick a combination and activate it in one click.

ERP Next
RD Station
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
ShopifyShopify (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
R
E
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Add every new RD Station conversion as an ERP Next customer, and notify your sales channel in Slack
New RD Station conversions appear in ERP Next as customers instantly and your sales channel hears about it in Slack, so nobody re-types details or misses a new lead.
E
R
S
When an ERP Next document is submitted, send a conversion event in RD Station and post an alert in Slack
Document submissions in ERP Next trigger immediate marketing conversion events in RD Station and alert your team in Slack.
R
E
S
If an RD Station lead is marked as opportunity, update the lead in ERP Next and notify your team in Slack
Marking a lead as an opportunity in RD Station updates your ERP Next records and alerts your team in Slack.
R
E
C
S
Use ChatGPT to summarise every new RD Station conversion, create a lead in ERP Next, and post the brief in Slack
ChatGPT summarises incoming RD Station conversions before creating a lead in ERP Next and posting the brief to Slack.

Supported triggers and actions for ERP Next and RD Station

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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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 inserted in ERP Next
Triggers the automation when a document is inserted
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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 trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Create customer in ERP Next
Creates a new customer
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Create lead in ERP Next
Creates a new lead
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Search lead in ERP Next
Searches for a lead
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
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Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
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Conversion Event in RD Station
Creates a conversion event
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Deal won in RD Station
Marks the deal as won
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Deal lost in RD Station
Marks the deal as lost
Try it →

What can you automate with ERP Next + RD Station?

Streamline your marketing and operations by connecting conversions, leads, documents, and notifications seamlessly.

What you can automate?
🔄
Create customers from every marketing conversion
Generate an ERP Next customer record automatically the moment a lead is converted in RD Station. Eliminate manual copy-pasting and ensure immediate operational follow-up.
📋
Capture every submitted field in your records
Map all available RD Station lead answers directly into ERP Next customer profiles instead of just names and emails. Your database becomes a richer source for review.
🔔
Tell the right team member instantly
Send automated alerts to your communication channels the moment a new opportunity or document submission occurs. Keep your entire team aligned without manual status updates.
🔀
Route leads based on submitted criteria
Send high-value enterprise leads to specialized ERP Next workflows and standard inquiries to general queues based on specific form selections in RD Station.
⏱️
Keep destination records up to date
Synchronize document updates and lead status changes across both platforms automatically. Ensure your marketing and ERP databases always reflect the latest information.
🔍
Search and update instead of duplicating
Check existing database records before creating new customers or leads in ERP Next. Prevent duplicate entries and maintain a clean, organized system of record.
🏷️
Handle later status changes and wins
Trigger automated actions when deals are won or lost in RD Station or when ERP Next documents are submitted or cancelled. Keep pipeline stages perfectly synchronized.
💬
Extend your workflow to Slack and other tools
Connect the core ERP Next and RD Station pair with Slack or Google Sheets to notify teams, log data, and trigger multi-step cross-app pipelines in one click.
And much more...

Who is ERP Next + RD Station integration for?

Connect ERP Next and RD Station to unify marketing conversions and operational records, giving teams reliable visibility without manual data entry.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Project managers
Project managers
Finance managers
Finance managers
📈
Performance marketers
You're running digital campaigns across multiple channels but your operational tracking only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new conversion lands in ERP Next instantly and your data stays current.
Sales representatives
You need to act on new marketing opportunities immediately, but manual handoffs leave leads sitting unassigned for hours, so prospects go cold before anyone reaches out — with this integration, every opportunity in RD Station immediately creates a lead in ERP Next so your sales team can engage right away.
📊
Account managers
You need to report on customer onboarding and account progress, but your marketing conversions and ERP records live in separate silos, so compiling client updates takes hours of manual work — this integration means every conversion and document update syncs automatically to keep your reports accurate.
⚙️
Operations teams
You're handling a high volume of marketing leads and enterprise documents, but processing them by hand leads to missed data and duplicate entries, so your operations fall behind peak demand — automating both apps means every lead and document creates records instantly without manual intervention.
🤝
Project managers
You depend on marketing teams to hand over converted leads before you can set up new customer accounts, but manual communication breaks down and delays fulfillment, so projects start late — integrating these apps means every conversion triggers a customer record automatically so you can start work right away.
💼
Finance managers
You rely on complete historical records for auditing and invoicing, but manual data entry leaves frequent gaps between marketing conversions and ERP Next records, so your financial tracking is incomplete — this integration means every transaction and conversion is logged reliably without missing a single entry.
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 + RD Station

Build and manage your ERP Next + RD Station 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 + RD Station 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to RD Station?
Frequently Asked Questions
You can connect ERP Next to RD Station in just 1 click using ready templates or Integrately AI. Bring in tools like Slack, Mailchimp, and Google Sheets to build multi-step workflows effortlessly.
Can I create ERP Next customers automatically when leads convert in RD Station?
Frequently Asked Questions
Can I connect ERP Next, RD Station, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and RD Station?
Frequently Asked Questions
How does ERP Next handle document submissions in automations?
Frequently Asked Questions
How do RD Station lead conversions trigger workflows?
Frequently Asked Questions
Can I set up these automations without coding experience?
Frequently Asked Questions
Is the ERP Next and RD Station integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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