ERP Next + Sharepoint Integration

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.

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
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • ERP Next
    Create customer 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 lead in ERP Next
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready WorkflowsReady Workflows   for ERP Next + Sharepoint Integration

Upload files, organize records, keep folders updated, alert your team, and send follow-ups, 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 + 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.

ERP Next
Sharepoint
+
Microsoft TeamsMicrosoft Teams (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
Jira Software CloudJira Software Cloud (3)
+
Google DriveGoogle 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.

Supported triggers and actions for ERP Next and Sharepoint

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 customer in ERP Next
Creates a new customer
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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 lead in ERP Next
Creates a new lead
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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
Try it →
Create list item in Sharepoint
Adds a new item to a list
Try it →
Create list in Sharepoint
Generates a new list
Try it →
Create folder in Sharepoint
Creates a new folder in the designated location
Try it →
Search folder by name in Sharepoint
Searches for a folder by its name
Try it →
Upload file in Sharepoint
Uploads a file to the particular location
Try it →
Search file by name in Sharepoint
Find files based on their names
Try it →
Download file in Sharepoint
Download files to a location
Try it →
Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with ERP Next + Sharepoint?

Streamline document management, eliminate manual file transfers, and keep your records perfectly synchronised across ERP Next and Sharepoint.

What you can automate?
🚀
Upload submitted documents instantly
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
Operations managers
Support leads
Support leads
Project coordinators
Project coordinators
Document controllers
Document controllers
Sales representatives
Sales representatives
Compliance officers
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

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 + 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
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
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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in $19.99
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😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect ERP Next to Sharepoint?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect ERP Next, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Sharepoint?
Frequently Asked Questions
How does ERP Next handle document updates with Sharepoint?
Frequently Asked Questions
Can I create dedicated folders in Sharepoint for ERP Next customers?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Sharepoint?
Frequently Asked Questions
Is the ERP Next and Sharepoint integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

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