ERP Next + RingCentral Integration

Integrate ERP Next to RingCentral in one click, or tell Integrately AI how you want each contact handled. Sync new documents, generate ringout calls, send automated SMS messages, and update your records 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
  • RingCentral
    Call is recorded in RingCentral
  • RingCentral
    SMS is received in RingCentral Instant
  • RingCentral
    Call is missed in RingCentral Instant
  • RingCentral
    Call is received in RingCentral Instant
  • RingCentral
    Voicemail received in RingCentral Instant
Arrow Right
2.
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • RingCentral
    Create contact in RingCentral
  • RingCentral
    Send SMS in RingCentral
  • RingCentral
    Generate Ringout Call in RingCentral
  • RingCentral
    Search User in RingCentral

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Ready WorkflowsReady Workflows   for ERP Next + RingCentral Integration

Capture documents, create contacts, send SMS messages, notify your team, and update records, 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 + RingCentral flow

Send collected data to your CRM, alert your team in chat, and trigger downstream tasks instantly. Pick a combination and activate it in one click.

ERP Next
RingCentral
+
HubspotHubspot (8)
+
ShopifyShopify (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
StripeStripe (8)
E
H
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Create a HubSpot contact from every new document inserted in ERP Next, and send an SMS notification via RingCentral.
New ERP Next documents instantly create contacts in HubSpot and trigger an SMS via RingCentral, eliminating manual data entry.
E
R
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Send an SMS via RingCentral when a new document is inserted in ERP Next, and create a HubSpot deal.
Every new ERP Next document triggers a RingCentral SMS and creates a HubSpot deal instantly.
H
E
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When a HubSpot deal moves to a new stage, create a customer in ERP Next and send an SMS in RingCentral.
Deal stage updates in HubSpot automatically generate ERP Next customers and RingCentral SMS alerts.
R
H
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Create a HubSpot task for every RingCentral missed call, and add an issue in ERP Next.
Missed RingCentral calls automatically generate HubSpot tasks and ERP Next issues for quick follow-up.
H
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If a new HubSpot contact is enterprise tier, create a lead in ERP Next and send a welcome SMS via RingCentral.
Enterprise contacts in HubSpot automatically create ERP Next leads and trigger welcome messages via RingCentral.
H
E
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When a HubSpot deal is closed won, create a customer in ERP Next and record a call in RingCentral.
Closed-won deals in HubSpot create ERP Next customers and log celebratory calls in RingCentral.
H
E
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Use Claude to analyse whether new HubSpot contacts match your buyer criteria. If they do, create a lead in ERP Next and send an SMS via RingCentral.
Claude evaluates HubSpot contacts, triggering ERP Next leads and RingCentral SMS alerts for qualified prospects.
H
E
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Turn every won HubSpot deal into an ERP Next customer record, create the kickoff task in Asana, and send an SMS via RingCentral.
Won HubSpot deals trigger ERP Next customer creation, Asana kickoff tasks, and RingCentral SMS alerts.

Supported triggers and actions for ERP Next and RingCentral

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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Create lead in ERP Next
Creates a new lead
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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 customer in ERP Next
Creates a new customer
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RingCentral
RingCentral Triggers & Actions
Call is recorded in RingCentral
Triggers the automation when a call is recorded
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Instant
SMS is received in RingCentral
Triggers the automation when a new text message is received
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Instant
Call is missed in RingCentral
Triggers the automation when a call is missed
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Instant
Call is received in RingCentral
Triggers the automation when a call is received
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Instant
Voicemail received in RingCentral
Triggers the automation when a voicemail is received
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Create contact in RingCentral
Adds a new contact to the RingCentral app
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Send SMS in RingCentral
Sends a text message to particular recipients
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Generate Ringout Call in RingCentral
Initiates a phone call and connect two parties for a ringout conversation
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Search User in RingCentral
Searches for a user
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What can you automate with ERP Next + RingCentral?

Streamline document management and communications by connecting ERP Next triggers directly to RingCentral actions.

What you can automate?
Sync ERP Next documents to RingCentral contacts instantly
Automatically generate RingCentral contacts the moment a document is inserted or updated in ERP Next. Eliminate manual double-entry and ensure customer databases match across platforms.
📝
Capture every submitted document field accurately
Map all custom form parameters, customer data, and line items from ERP Next into your RingCentral contact fields without leaving gaps in your records.
🔔
Alert the right person as soon as calls or texts arrive
Dispatch automated RingCentral SMS notices or trigger ringout calls the moment a new document event occurs in ERP Next. Keep your team responsive and prepared.
🔀
Route communications based on submitted field criteria
Trigger different RingCentral actions depending on custom tags, priority levels, or categories submitted within your ERP Next documents.
🔄
Keep destination records up to date as changes happen
Automatically update contact records, issues, and customer profiles in ERP Next whenever call logs or SMS replies occur in RingCentral.
🛡️
Search and update instead of creating duplicate contacts
Check whether a contact already exists in RingCentral before creating a new record from ERP Next data, maintaining a clean and deduplicated database.
📞
Handle missed calls and voicemails with automated issues
Log support issues in ERP Next instantly whenever RingCentral records a missed call, a voicemail, or an incoming text message.
🔌
Extend your workflow to Slack and other apps
Connect your ERP Next and RingCentral core pipeline with Slack, HubSpot, or Gmail to notify wider teams and trigger downstream tasks in one seamless flow.
And much more...

Who is ERP Next + RingCentral integration for?

Connecting ERP Next and RingCentral automates document updates, client contact synchronization, and communication workflows across your entire organization.

Operations Managers
Operations Managers
Support Teams
Support Teams
Sales Directors
Sales Directors
Manufacturing Supervisors
Manufacturing Supervisors
Account Managers
Account Managers
Compliance Officers
Compliance Officers
📊
Operations Managers
You track company workflows in ERP Next manually, but document updates slip through the gaps and leave your team guessing, so reporting delays hold back decisions — this integration means every document change updates your systems instantly and your records stay accurate.
📞
Support Teams
You handle customer requests via RingCentral calls and text lines, but customer histories remain disconnected from your records, so your team wastes time tracking down past issues — with this integration, every interaction syncs automatically and your support workflow runs smoothly.
💼
Sales Directors
You manage prospective clients and pipeline stages, but manual contact creation causes critical follow-up delays, so potential deals go cold before anyone calls — automating both apps means every lead creation triggers immediate engagement and your pipeline moves faster.
🏭
Manufacturing Supervisors
You oversee inventory and production documents, but tracking status changes by hand leads to costly oversights, so operations stall out unexpectedly — connecting these apps means document updates flow seamlessly and your production schedule stays on track.
👥
Account Managers
You coordinate client accounts and communications, but disjointed phone records make it hard to verify past conversations, so client satisfaction drops — integrating these apps means contact actions sync effortlessly and your account history remains complete.
📋
Compliance Officers
You maintain rigorous audit trails across business documents, but manual logging leaves gaps in your compliance history, so audits become stressful — with this integration, every document event is recorded reliably and your archives stay airtight.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate ERP Next + RingCentral

Build and manage your ERP Next + RingCentral 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 + RingCentral 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to RingCentral?
Frequently Asked Questions
You can connect ERP Next to RingCentral in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations. It integrates seamlessly with apps like Hubspot, Shopify, QuickBooks Online, Gmail, Slack, and Stripe.
Can I automatically create RingCentral contacts from new ERP Next documents?
Frequently Asked Questions
Can I connect ERP Next, RingCentral, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and RingCentral?
Frequently Asked Questions
How does ERP Next document data trigger RingCentral actions?
Frequently Asked Questions
Can RingCentral missed calls create issues in ERP Next?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and RingCentral?
Frequently Asked Questions
Is the ERP Next and RingCentral integration free?
Frequently Asked Questions
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