Create ERP Next customer for new WhatsApp message
WhatsApp + ERP Next Integration
ERP Next + WhatsApp Integration
Integrate ERP Next to WhatsApp in one click, or tell Integrately AI how you want each document handled. Notify customers instantly, update your CRM records, and trigger follow-up tasks automatically.
Free forever.Use premium features free for 14 days.1.
Document is cancelled in ERP Next Instant- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is trashed in ERP Next Instant
- Document is updated in ERP Next Instant
Message is received in WhatsApp Instant
2.
- Create customer in ERP Next
- Create lead in ERP Next
- Search lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
- Send message (using template) in WhatsApp
- Send message in WhatsApp
Trusted by experts at...
Ready Workflows for ERP Next + WhatsApp Integration
Notify customers when documents are submitted, send template messages for new leads, alert your team, and trigger follow-ups, all in just one click.
Most popular automations
Create ERP Next issue for new WhatsApp message
WhatsApp + ERP Next Integration
Send WhatsApp message for new ERP Next file
If you use WhatsApp and ERP Next, you may be interested in learning how to automatically send a message when a new file is added to your ERP Next. This can be useful if you want to keep track of when new file are added, or if you need to be notified whenever someone uploads a new document.
Use this integration to set up this automatic notification system.
See moreUse this integration to set up this automatic notification system.
Send WhatsApp message for updated ERP Next file
ERP Next + WhatsApp Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your ERP Next + WhatsApp flow
Connect your ecommerce, billing, and communication tools to build multi-step automations across your stack. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
WooCommerce (4)
WooCommerce (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) S
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When an order is created in Shopify, create a customer in ERP Next, and send a message in WhatsApp
New Shopify orders instantly create ERP Next customers and trigger WhatsApp messages without manual data entry.
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When a document is submitted in ERP Next, create a product in Shopify, and send a confirmation message in WhatsApp
Submitted ERP Next documents add products to Shopify and notify teams via WhatsApp instantly.
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If a Shopify order total exceeds 500, create a lead in ERP Next and send a VIP notification in WhatsApp
High-value Shopify orders trigger priority ERP Next leads and VIP WhatsApp alerts automatically.
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Use ChatGPT to summarize every new Shopify order, create an issue in ERP Next, and notify the team in WhatsApp
ChatGPT summarizes Shopify orders, logs issues in ERP Next, and posts alerts on WhatsApp.
Supported triggers and actions for ERP Next and WhatsApp
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it → What can you automate with ERP Next + WhatsApp?
Streamline your communication and document management workflows with powerful automated triggers and actions.
🚀
Instant customer notifications on document submission
Trigger automated WhatsApp messages the moment a document is submitted in ERP Next. Keep your clients informed without manual typing.
📋
Capture every submitted field accurately
Map all available ERP Next document fields into your WhatsApp templates. Ensure no important customer detail or requirement is left out.
🔔
Alert your team the moment events happen
Send instant notifications to internal team members whenever new leads are created or document statuses change in ERP Next.
🔀
Route messages based on submitted fields
Send different WhatsApp message templates depending on the specific priority, department, or customer tier submitted in your ERP Next document.
🔄
Keep records updated as documents change
Automatically update customer lead information in ERP Next whenever inbound WhatsApp messages provide new details.
🔍
Search and update existing leads
Search for existing leads in ERP Next before creating new entries, preventing duplicate records and keeping your CRM clean.
⚠️
Manage issues and support tickets automatically
Add issues in ERP Next instantly when specific keywords or urgent requests are received via incoming WhatsApp messages.
🔗
Extend your workflow to Shopify and more
Connect your core ERP Next and WhatsApp automation with Shopify to sync store orders and customer data seamlessly.
And much more...
Who is ERP Next + WhatsApp integration for?
Operations managers, sales leads, and support teams eliminate manual data entry, streamline customer communication, and keep internal records perfectly synchronized.
Sales managers
Customer support leads
Operations directors
E-commerce supervisors
Account executives
Compliance officers
📈
Sales managers
You're tracking incoming deals manually while your team waits for document approvals, so your pipeline reports are always outdated — with this integration, every new lead lands in your system instantly and your conversion tracking stays current.
⚡
Customer support leads
You need to respond to client inquiries immediately, but manual notification delays leave customers waiting for updates — automating both apps means every document submission triggers an instant WhatsApp response so support times drop.
📊
Operations directors
You answer to stakeholders who want real-time visibility into business processes, but data silos cause reporting gaps — this integration means every document update synchronizes automatically across platforms.
🔄
E-commerce supervisors
The volume of daily orders is too high for your staff to keep up by hand, resulting in missed customer messages — connecting these apps means every order status change triggers automated WhatsApp alerts without manual effort.
👥
Account executives
You own the client follow-up stage and depend on upstream teams to hand over customer details, causing communication bottlenecks — with this integration, customer data flows straight from ERP Next into WhatsApp threads.
📋
Compliance officers
You need a reliable audit history of every customer interaction and document submission, but manual logging leaves gaps in your records — automating these workflows means every event is tracked accurately.
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 + WhatsApp
Build and manage your ERP Next + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + WhatsApp 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ERP Next + WhatsApp Now 
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Frequently Asked Questions
How do I connect ERP Next to WhatsApp?
You can connect ERP Next to WhatsApp in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your workflow. It also connects with Shopify, Gmail, Slack, and 1,500+ other apps.
Can I send automated WhatsApp messages when an ERP Next document is submitted?
Can I connect ERP Next, WhatsApp, and Slack?
What is a good Zapier alternative for ERP Next and WhatsApp?
How does ERP Next handle document triggers for automation?
Can WhatsApp receive messages and update ERP Next leads?
Do I need coding skills to automate ERP Next and WhatsApp?
Is the ERP Next and WhatsApp integration free?
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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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