Integrate ERP Next to Sharepoint in one click, or tell Integrately AI how you want each document handled. Organize records, update files, alert your team, and trigger follow-ups automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your ERP Next + Sharepoint flow
Teams often need notifications sent, tasks assigned, or support tickets logged after documents are processed. Pick a combination and activate it in one click.
+
Microsoft Teams (3)
+
Gmail (3)
+
Slack (3)
+
HubSpot (3)
+
Jira Software Cloud (3)
+
Google Drive (3)
E
S
M
Upload submitted ERP Next documents to Sharepoint, and notify your team instantly on Microsoft Teams
Every submitted ERP Next document lands in Sharepoint instantly and your Microsoft Teams channel hears about it, so nobody misses a file.
E
S
M
When an ERP Next document is updated, update the file in Sharepoint and alert the review team on Microsoft Teams
Updated ERP Next documents refresh your Sharepoint storage immediately and notify your Microsoft Teams channel without manual checks.
E
S
M
Use ChatGPT to summarise submitted ERP Next documents, save them in Sharepoint, and announce it on Microsoft Teams
ChatGPT summarises every ERP Next submission before it reaches Sharepoint, and Microsoft Teams announces the summary to your channel.
E
S
G
Upload submitted ERP Next documents to Sharepoint, and email the confirmation details via Gmail
Submitted ERP Next documents upload to Sharepoint automatically while Gmail sends an instant confirmation email.
E
S
G
When an ERP Next document is cancelled, notify the client via Gmail and update the Sharepoint archive
Cancelled ERP Next documents trigger an immediate notification email in Gmail and mark the relevant Sharepoint file.
E
S
G
Use Claude to draft a review email for every submitted ERP Next document, save it in Sharepoint, and send it via Gmail
Claude drafts a personalised review email from your ERP Next submission, saves the record in Sharepoint, and sends it via Gmail.
E
S
S
Upload submitted ERP Next documents to Sharepoint, and post an instant update in Slack
New ERP Next documents populate Sharepoint instantly and trigger an immediate notification in your Slack channel.
E
S
S
When an ERP Next document is updated, sync the Sharepoint file and alert the operations channel in Slack
Updated ERP Next documents sync directly to Sharepoint while alerting your operations channel on Slack in real time.
E
S
S
Use Gemini to categorise submitted ERP Next documents, store them in Sharepoint, and notify the team on Slack
Gemini categorises incoming ERP Next documents before Sharepoint archiving, and Slack notifies your team of the category.
E
S
H
Upload submitted ERP Next documents to Sharepoint, and create a corresponding contact in HubSpot
Submitted ERP Next documents update your Sharepoint storage and create a new contact record in HubSpot automatically.
E
S
H
When an ERP Next customer is created, create a dedicated folder in Sharepoint and update HubSpot
New ERP Next customers instantly get a secure folder in Sharepoint while updating your HubSpot records.
E
S
H
Use Claude to extract lead details from ERP Next submissions, save documents in Sharepoint, and create a HubSpot lead
Claude extracts key details from ERP Next submissions, archives the file in Sharepoint, and creates a lead in HubSpot.
E
S
J
Upload submitted ERP Next documents to Sharepoint, and create a tracking issue in Jira Software Cloud
Submitted ERP Next documents populate Sharepoint while opening a new tracking issue in Jira Software Cloud automatically.
E
S
J
When an ERP Next issue is added, create a project folder in Sharepoint and log it in Jira Software Cloud
New ERP Next issues trigger a dedicated Sharepoint project folder and log the tracking details in Jira Software Cloud.
E
S
J
Use ChatGPT to analyze ERP Next document issues, store files in Sharepoint, and create a Jira Software Cloud ticket
ChatGPT analyzes incoming ERP Next documents, files them in Sharepoint, and opens an actionable Jira Software Cloud ticket.
E
S
G
Upload submitted ERP Next documents to Sharepoint, and back up the files in Google Drive
Submitted ERP Next documents archive in Sharepoint while maintaining an automatic backup copy in Google Drive.
E
S
G
When an ERP Next document is updated, refresh the Sharepoint record and update the backup in Google Drive
Updated ERP Next documents refresh your primary Sharepoint file and synchronise the backup copy in Google Drive instantly.
E
S
G
Use Gemini to summarize ERP Next documents, store them in Sharepoint, and save the summary file in Google Drive
Gemini summarizes ERP Next documents before archiving in Sharepoint and saving the summary document in Google Drive.
Supported triggers and actions for ERP Next and Sharepoint
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
Automatically upload files to Sharepoint the moment a new document is submitted in ERP Next. Eliminate manual file transfers and keep your archives up to date.
📁
Capture every submitted field and attachment
Map all available ERP Next document properties and attachments directly into your Sharepoint folders. Ensure no metadata or file details get left behind.
🔔
Notify the right team member immediately
Alert your staff the second a new file is uploaded to Sharepoint from ERP Next. Keep stakeholders informed without switching between platforms.
🔀
Route files based on document criteria
Send documents to specific Sharepoint folders depending on category, department, or priority submitted in ERP Next. Customise your storage pathways automatically.
🔄
Keep Sharepoint updated as records change
Automatically update existing files in Sharepoint whenever a document is modified or updated in ERP Next. Prevent version conflicts across your teams.
🔍
Search and update instead of creating duplicates
Search for existing files by name in Sharepoint before processing updates from ERP Next. Maintain a clean, duplicate-free document repository.
⚠️
Handle document cancellations and status changes
Automatically flag or archive Sharepoint files when a related document is cancelled or trashed in ERP Next. Keep your storage audit-ready.
💬
Extend your workflow to Slack
Trigger an automated Slack notification the moment your ERP Next document is successfully archived in Sharepoint. Keep your entire team in the loop.
And much more...
Who is ERP Next + Sharepoint integration for?
Connecting ERP Next and Sharepoint helps operations and admin teams eliminate manual file handling and keep documents perfectly synchronised across systems.
Operations managers
Support leads
Project coordinators
Document controllers
Sales representatives
Compliance officers
📈
Operations managers
You report on document processing numbers every week but your storage logs only update when someone manually exports ERP Next files, so the metrics you review are always outdated — this integration means every submitted file lands in Sharepoint instantly and your reporting data stays current.
⚡
Support leads
You need to act fast on incoming client documentation, but manual filing delays mean you find out about submitted records hours too late — automating both apps means every ERP Next document populates Sharepoint immediately so your team can respond without friction.
📋
Project coordinators
You answer to external clients who want to see daily progress reports and uploaded files, but manual transfers lead to missing documents — connecting these apps means every project file syncs to Sharepoint automatically and client visibility remains uninterrupted.
📊
Document controllers
The volume of incoming ERP Next paperwork is too high for anyone to keep up with by hand, leading to unfiled records and misplaced files — this integration means every document is routed and stored in Sharepoint securely without manual intervention.
🤝
Sales representatives
You own the next client outreach step and depend on someone upstream to hand over ERP Next records before you can begin work — automating both apps means new client submissions reach Sharepoint instantly and your handover pipeline never stalls.
🗂️
Compliance officers
You need a reliable audit history of all company paperwork but keep finding gaps caused by missed manual uploads — with this integration, every document transaction is logged and archived in Sharepoint accurately.
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 + Sharepoint
Build and manage your ERP Next + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Sharepoint 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.
You can connect ERP Next to Sharepoint in just 1 click using ready-made workflows on Integrately, or by asking Integrately AI to build your custom automation. It connects smoothly with tools like Microsoft Teams, Gmail, and Slack.
Can I automatically upload ERP Next documents to Sharepoint?
Yes, you can connect ERP Next, Sharepoint, and Slack together in a multi-step workflow. The automation archives your documents in Sharepoint and notifies your team on Slack, along with 1,500+ other apps.
What is a good Zapier alternative for ERP Next and Sharepoint?
Integrately is a top-rated alternative for ERP Next and Sharepoint integration, offering 20 million+ templates, 24/5 live chat, and 3x to 10x lower cost than most alternatives.
How does ERP Next handle document updates with Sharepoint?
When a document is updated in ERP Next, Integrately can search for the existing file by name in Sharepoint and update its contents automatically using ready templates.
Can I create dedicated folders in Sharepoint for ERP Next customers?
Yes, when a new customer is created in ERP Next, you can automatically create a dedicated folder in Sharepoint using ready-made workflows.
Do I need coding skills to automate ERP Next and Sharepoint?
No coding skills are required to connect ERP Next and Sharepoint. You can use ready automation templates or describe your workflow to Integrately AI.