ERP Next + Teamwork Integration

Q: Can I automatically create Teamwork tasks from new ERP Next documents?

Yes, you can automatically create Teamwork tasks the moment an ERP Next document is submitted. Choose a ready automation or ask Integrately AI to build the exact flow.

Q: Can I connect ERP Next, Teamwork, and Slack?

You can connect ERP Next, Teamwork, and Slack together in a multi-step workflow. Trigger an action in ERP Next, create tasks in Teamwork, and notify your team on Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for ERP Next and Teamwork?

Most alternatives charge more and require complex setup, whereas Integrately offers 1-click automations, 20 million+ ready templates, 24/5 live chat support, and expert help with 42,000+ active users.

Q: How do ERP Next document updates trigger Teamwork tasks?

Document events in ERP Next trigger automated operations in Teamwork. There is a ready template — start from the ERP Next and Teamwork integration.

Q: Can Teamwork project updates modify ERP Next records?

Task and project changes in Teamwork can update corresponding ERP Next records. There is a ready template — start from the ERP Next and Teamwork integration.

Q: Do I need coding skills to automate ERP Next and Teamwork?

Connecting ERP Next and Teamwork requires zero coding. You can use pre-built templates or ask Integrately AI to set up your workflow instantly.

Q: Is the ERP Next and Teamwork integration free?

The ERP Next and Teamwork integration is available on Integrately with a free forever plan. You can start with ready workflows or explore premium features.

Integrate ERP Next to Teamwork in one click, or tell Integrately AI how you want each document handled. Create tasks, sync project updates, log time entries, and track milestones automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Document is updated in ERP Next Instant
Document is trashed in ERP Next Instant
Document is submitted in ERP Next Instant
Document is inserted in ERP Next Instant
Document is changed in ERP Next Instant
Document is cancelled in ERP Next Instant
Task is created in Teamwork Instant
Task is updated in Teamwork Instant
Task is deleted in Teamwork Instant
Project is created in Teamwork Instant
Project is updated in Teamwork Instant
Project is deleted in Teamwork Instant
Card is created in Teamwork Instant
Task List is created in Teamwork Instant
Risk is created in Teamwork Instant
Message reply is created in Teamwork Instant
Calendar event is created in Teamwork Instant
Calendar event reminder is sent in Teamwork Instant
Person is created in Teamwork Instant
Time entry is created in Teamwork Instant
Message is created in Teamwork Instant
Milestone is created in Teamwork Instant
Notebook is created in Teamwork Instant
Invoice is created in Teamwork Instant
Company is created in Teamwork Instant
Status is created in Teamwork Instant
Expense is created in Teamwork Instant
Column is created in Teamwork Instant
Comment is created in Teamwork Instant
Link is created in Teamwork Instant

Add Issue in ERP Next
Update lead in ERP Next
Search lead in ERP Next
Create lead in ERP Next
Create customer in ERP Next
Create Task in Teamwork
Search task in Teamwork
Mark task complete in Teamwork
Update task in Teamwork
Create task comment in Teamwork
Create project category in Teamwork
Move board card in Teamwork
Create message category in Teamwork
Create message reply in Teamwork
Create board column in Teamwork
Create calendar event type in Teamwork
Create link category in Teamwork
Create notebook category in Teamwork
Create notebook in Teamwork
Create notebook comment in Teamwork
Move task list from template in Teamwork
Add task list from template in Teamwork
Search notebook in Teamwork
Search Task comment in Teamwork
Search file comment in Teamwork
Search notebook comment in Teamwork
Search milestone comment in Teamwork
Create file category in Teamwork
Create company in Teamwork
Search company in Teamwork
Create calendar event in Teamwork
Search event in Teamwork
Create person in Teamwork
Add people to project in Teamwork
Search person in Teamwork
Create project in Teamwork
Search project in Teamwork
Create time entry on project in Teamwork
Create time entry on task in Teamwork
Create message in Teamwork
Search message in Teamwork
Create status in Teamwork
Upload file to project in Teamwork
Search file in Teamwork
Create expense in Teamwork
Create milestone in Teamwork
Create milestone comment in Teamwork
Search milestone in Teamwork
Create task list in Teamwork
Search task list in Teamwork
Create invoice in Teamwork
Create link in Teamwork
Create link comment in Teamwork
Search link in Teamwork

Trusted by experts at...

Ready Workflows for ERP Next + Teamwork Integration

Create tasks from new documents, update project statuses, sync milestones, log time entries, and notify your team, 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 + Teamwork flow

Send instant notifications, log financial records, sync cloud files, and manage client communications across your entire stack. Pick a combination and activate it in one click.

Slack (3)

HubSpot (3)

QuickBooks Online (3)

Gmail (3)

Google Drive (3)

Stripe (3)

Create a Teamwork task when an ERP Next document is submitted, and notify your team in Slack

New ERP Next documents immediately create corresponding Teamwork tasks while posting an alert in Slack, so your project team starts working without manual handoffs.

When a Teamwork task is updated, update the record in ERP Next and post an update in Slack

Task updates in Teamwork automatically trigger corresponding updates in ERP Next and notify your team on Slack, keeping financial and project records synchronized.

When a project is created in Teamwork, add a customer in ERP Next and announce it in Slack

New Teamwork projects automatically generate customer records in ERP Next and broadcast the kickoff in Slack, uniting sales and delivery teams instantly.

Create a HubSpot contact for every new ERP Next customer, and set up a Teamwork project

New ERP Next customers populate HubSpot contacts and initiate Teamwork projects automatically, bridging CRM data and project delivery without manual effort.

When a HubSpot deal is won, create an ERP Next customer and start a Teamwork project

Closed-won deals in HubSpot instantly generate ERP Next customers and Teamwork projects, handing off new business from sales to delivery immediately.

Create an issue in ERP Next when a HubSpot support ticket opens, and add a Teamwork task

Support tickets in HubSpot log issues in ERP Next and generate tasks in Teamwork, ensuring operations and project teams tackle client problems together.

Create a QuickBooks invoice when an ERP Next document is submitted, and log it in Teamwork

Submitted ERP Next documents generate QuickBooks invoices and log tracking items in Teamwork, automating billing and project oversight simultaneously.

When a QuickBooks payment is received, update the ERP Next document and complete the Teamwork task

Paid QuickBooks invoices update ERP Next document records and mark Teamwork tasks complete, closing out billing and project cycles automatically.

Create a QuickBooks expense when a Teamwork expense is added, and log it in ERP Next

Teamwork project expenses generate QuickBooks accounting entries and ERP Next document updates, maintaining precise financial tracking across operations.

Send a Gmail confirmation email when an ERP Next document is submitted, and create a Teamwork task

Submitted ERP Next documents trigger automated client emails via Gmail and set up tracking tasks in Teamwork, improving responsiveness and project organization.

When a Teamwork task is created, send a notification via Gmail and log the update in ERP Next

New Teamwork tasks trigger informative Gmail messages and update ERP Next records, keeping external stakeholders and internal ledgers aligned.

Create a Teamwork task when an important Gmail message arrives, and log an issue in ERP Next

Important client emails in Gmail automatically generate Teamwork tasks and ERP Next issues, ensuring no customer request slips through the cracks.

Upload a Google Drive file to Teamwork when an ERP Next document is submitted, and update records

Submitted ERP Next documents trigger file uploads from Google Drive into Teamwork projects, centralizing all project documentation automatically.

When a Google Drive file is uploaded, create a Teamwork task and log an ERP Next record

New files in Google Drive automatically create Teamwork review tasks and ERP Next records, streamlining document intake and project workflows.

Create a Google Drive folder when a Teamwork project is created, and log it in ERP Next

New Teamwork projects generate organized Google Drive folders and ERP Next records, establishing a standardized file structure instantly.

Create an ERP Next customer when a Stripe payment succeeds, and start a Teamwork project

Successful Stripe payments automatically generate ERP Next customers and Teamwork projects, triggering immediate fulfillment for online orders.

Create a QuickBooks invoice in ERP Next when a Stripe charge occurs, and log a Teamwork task

Stripe charges generate financial records in ERP Next and task assignments in Teamwork, maintaining precise accounting and operational oversight.

When a Stripe subscription fails, update the ERP Next record and create a Teamwork recovery task

Failed Stripe subscriptions update ERP Next customer records and open Teamwork recovery tasks, enabling proactive account management.

Supported triggers and actions for ERP Next and Teamwork

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

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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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Teamwork Triggers & Actions

Instant

Task is created in Teamwork

Triggers the automation when a new task is added

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Instant

Task is updated in Teamwork

Triggers the automation when any task is modified

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Instant

Task is deleted in Teamwork

Triggers the automation when any task is deleted

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Instant

Project is created in Teamwork

Triggers the automation when a new project is created

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Instant

Project is updated in Teamwork

Triggers the automation when a project is updated

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Instant

Project is deleted in Teamwork

Triggers the automation when a project is deleted

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Instant

Card is created in Teamwork

Triggers the automation when a new card is created

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Instant

Task List is created in Teamwork

Triggers the automation when a new task list is created

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Instant

Risk is created in Teamwork

Triggers the automation when a risk is created

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Instant

Message reply is created in Teamwork

Triggers the automation when a message is replied to

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Instant

Calendar event is created in Teamwork

Triggers the automation when a new event is created in a calendar

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Instant

Calendar event reminder is sent in Teamwork

Triggers the automation when a reminder is sent for the upcoming calendar event

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Instant

Person is created in Teamwork

Triggers the automation when a new person is created

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Instant

Time entry is created in Teamwork

Triggers the automation when a new time entry is created

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Instant

Message is created in Teamwork

Triggers the automation when a new message is created

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Instant

Milestone is created in Teamwork

Triggers the automation when a new milestone is created

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Instant

Notebook is created in Teamwork

Triggers the automation when a new notebook is created

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Instant

Invoice is created in Teamwork

Triggers the automation when a new invoice is added

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Instant

Company is created in Teamwork

Triggers the automation when a new company is created

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Instant

Status is created in Teamwork

Triggers the automation when a new status is created

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Instant

Expense is created in Teamwork

Triggers the automation when a new expense is added

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Instant

Column is created in Teamwork

Triggers the automation when a new event or workout session is scheduled

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Instant

Comment is created in Teamwork

Triggers the automation when a comment is added

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Instant

Link is created in Teamwork

Triggers the automation when a new link is added

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Create Task in Teamwork

Creates a new task

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Search task in Teamwork

Searches for a task

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Mark task complete in Teamwork

Marks the task as completed

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Update task in Teamwork

Updates the task with new information or changes

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Create task comment in Teamwork

Adds comment to a task

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Create project category in Teamwork

Creates a new project category

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Move board card in Teamwork

Relocates a particular card within a project board

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Create message category in Teamwork

Creates a new message category

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Create message reply in Teamwork

Generates a reply message

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Create board column in Teamwork

Sets up a new column in the board layout

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Create calendar event type in Teamwork

Adds a new event type in the particular calendar

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Create link category in Teamwork

Organize and categorize related links

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Create notebook category in Teamwork

Creates a new notebook category

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Create notebook in Teamwork

Generates a new notebook to organize information

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Create notebook comment in Teamwork

Creates a new comment in a notebook

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Move task list from template in Teamwork

Transfer selected tasks from a template to the corresponding task list

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Add task list from template in Teamwork

Generates a task list based on a pre-existing template

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Search notebook in Teamwork

Searches for a notebook

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Search Task comment in Teamwork

Searches for a task comment

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Search file comment in Teamwork

Searches and retrieve comments from a file

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Search notebook comment in Teamwork

Searches for a notebook comment

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Search milestone comment in Teamwork

Searches for a milestone comment

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Create file category in Teamwork

Generates a new file category based on predetermined criteria

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Create company in Teamwork

Generates a new company profile with given details

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Search company in Teamwork

Finds information about a company

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Create calendar event in Teamwork

Adds a new event to the calendar

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Search event in Teamwork

Conduct a search for events based on particular criteria

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Create person in Teamwork

Generates a new person

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Add people to project in Teamwork

Populate project members based on predefined criteria

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Search person in Teamwork

Retrieves information about a person

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Create project in Teamwork

Creates a new project

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Search project in Teamwork

Searches for a project

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Create time entry on project in Teamwork

Log time spent on a project

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Create time entry on task in Teamwork

Logs the time spent on a task

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Create message in Teamwork

Generates a new message

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Search message in Teamwork

Searches for a message

Try it →

Create status in Teamwork

Generates a new status update

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Upload file to project in Teamwork

Transfer files to the designated project folder

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Search file in Teamwork

Searches for a file

Try it →

Create expense in Teamwork

Generates a new expense record

Try it →

Create milestone in Teamwork

Creates a milestone to track progress

Try it →

Create milestone comment in Teamwork

Adds a new comment to a milestone

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Search milestone in Teamwork

Searches for a milestone

Try it →

Create task list in Teamwork

Creates a new task list

Try it →

Search task list in Teamwork

Searches for a task list

Try it →

Create invoice in Teamwork

Generates invoices for sales transactions

Try it →

Create link in Teamwork

Generates a new link that redirects to a destination

Try it →

Create link comment in Teamwork

Adds a new comment to a link

Try it →

Search link in Teamwork

Searches for a link

Try it →

What can you automate with ERP Next + Teamwork?

Streamline your entire operational workflow by connecting ERP Next document management with Teamwork project execution.

Get Started For Free

🔄

Create Teamwork tasks from ERP Next documents

Automatically generate tasks in Teamwork the moment a document is submitted in ERP Next, eliminating manual copy-pasting between your ERP and project boards.

📋

Capture every custom field and detail

Map all submitted form fields, line items, and document properties directly into your Teamwork task descriptions and custom attributes without missing critical data.

🔔

Alert your team instantly on progress

Notify assigned team members and project channels the second new records are processed, ensuring prompt follow-up on every client requirement.

🔀

Route tasks based on document properties

Send urgent documents to priority project lists while routing standard requests through regular workflows based on submitted field values.

📝

Keep project statuses synchronized

Update ERP Next records automatically whenever project tasks move through stages in Teamwork, maintaining consistent records across departments.

🔍

Search and update existing records

Check for existing customer profiles and leads before creating new records, preventing duplicate entries and keeping your database clean.

💳

Handle invoices and payment milestones

Generate invoices and update project billing milestones automatically when payment confirmations or financial documents are processed.

🌐

Extend workflows to messaging and storage

Connect your core automation to Slack, Gmail, or Google Drive to share files, send client emails, and broadcast team updates effortlessly.

And much more...

Who is ERP Next + Teamwork integration for?

Operations managers, finance teams, and project leaders handling multi-step deliverables need this integration to eliminate manual data entry, reduce delays, and maintain real-time project visibility.

Finance Directors

Project Managers

Client Success Leads

Operations Analysts

Resource Coordinators

Compliance Officers

📈

Finance Directors

You review financial documents and project billing figures, but manual data entry leaves your revenue reports out of date — with this integration, every ERP Next transaction syncs instantly and your financial dashboard stays accurate.

⚡

Project Managers

You need to assign deliverables as soon as client documents arrive, but notification delays leave your team waiting — automating both apps means every submitted document generates a Teamwork task instantly.

🤝

Client Success Leads

You report project progress to key stakeholders, but tracking information is scattered across separate systems — connecting these apps means your customer records and task statuses remain perfectly synchronized.

📊

Operations Analysts

You process high volumes of ERP records and project updates by hand, but human error causes discrepancies in your tracking ledgers — with this integration, every document transition updates your workspace automatically.

⏱️

Resource Coordinators

You depend on upstream sales approvals to schedule team capacity, but handoffs take hours to reach your desk — automating both apps means new project creation triggers resource allocation immediately.

🗂️

Compliance Officers

You audit customer transactions and project deliverables, but missing audit trails create compliance gaps in your records — integrating these apps means every activity is logged across your systems without exception.

Try This Integration – No Code Needed

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 + Teamwork

Build and manage your ERP Next + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect ERP Next + Teamwork 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.

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Frequently Asked Questions

How do I connect ERP Next to Teamwork?

You can connect ERP Next to Teamwork in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows. You can also connect Slack, HubSpot, QuickBooks Online, and 1,500+ other apps.

Can I automatically create Teamwork tasks from new ERP Next documents?

Can I connect ERP Next, Teamwork, and Slack?

What is a good Zapier alternative for ERP Next and Teamwork?

How do ERP Next document updates trigger Teamwork tasks?

Can Teamwork project updates modify ERP Next records?

Do I need coding skills to automate ERP Next and Teamwork?

Is the ERP Next and Teamwork integration free?

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?

You Can Also Connect ERP Next or Teamwork With 1500+ Other Apps

Popular ERP Next Integrations

Connect ERP Next with CRMs, accounting tools, and inventory systems to streamline your business operations.

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ERP Next Integrations

No popular apps found

Popular Teamwork Integrations

Sync Teamwork with communication, scheduling, and file storage tools to keep your project teams aligned.

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Teamwork Integrations

No popular apps found

ERP Next + Teamwork Integration

Integrate ERP Next to Teamwork in one click, or tell Integrately AI how you want each document handled. Create tasks, sync project updates, log time entries, and track milestones automatically.

Trusted by experts at...

Ready Workflows for ERP Next + Teamwork Integration

Create tasks from new documents, update project statuses, sync milestones, log time entries, and notify your team, all in just one click.

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 + Teamwork flow

Send instant notifications, log financial records, sync cloud files, and manage client communications across your entire stack. Pick a combination and activate it in one click.

Supported triggers and actions for ERP Next and Teamwork

Mix and match to build the exact automation you need

What can you automate with ERP Next + Teamwork?

Streamline your entire operational workflow by connecting ERP Next document management with Teamwork project execution.

Who is ERP Next + Teamwork integration for?

Operations managers, finance teams, and project leaders handling multi-step deliverables need this integration to eliminate manual data entry, reduce delays, and maintain real-time project visibility.

Did you know?

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

Why choose Integrately to automate ERP Next + Teamwork

Build and manage your ERP Next + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect ERP Next or Teamwork With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

ERP Next + Teamwork Integration

Integrate ERP Next to Teamwork in one click, or tell Integrately AI how you want each document handled. Create tasks, sync project updates, log time entries, and track milestones automatically.

Trusted by experts at...

Ready Workflows for ERP Next + Teamwork Integration

Create tasks from new documents, update project statuses, sync milestones, log time entries, and notify your team, all in just one click.

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 + Teamwork flow

Send instant notifications, log financial records, sync cloud files, and manage client communications across your entire stack. Pick a combination and activate it in one click.

Supported triggers and actions for ERP Next and Teamwork

Mix and match to build the exact automation you need

What can you automate with ERP Next + Teamwork?

Streamline your entire operational workflow by connecting ERP Next document management with Teamwork project execution.

Who is ERP Next + Teamwork integration for?

Operations managers, finance teams, and project leaders handling multi-step deliverables need this integration to eliminate manual data entry, reduce delays, and maintain real-time project visibility.

Did you know?

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

Why choose Integrately to automate ERP Next + Teamwork

Build and manage your ERP Next + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect ERP Next or Teamwork With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Automate Your Tedious Tasks
With A Single Click