ERP Next + Xoal Integration
Integrate ERP Next to Xoal in one click, or tell Integrately AI how you want each document handled. Trigger your Xoal workflows, update customer records, log sales data, and streamline operations 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
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
Trigger workflow in Xoal
Trusted by experts at...
Ready Workflows for ERP Next + Xoal Integration
Trigger Xoal workflows from new ERP Next documents, update lead records, process customer issues, and automate your daily operations, 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 + Xoal flow
Send customer data to your CRM, notify your team on messaging apps, and log financial details once your ERP and AI workflows run. Pick a combination and activate it in one click.
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Shopify (5)
Shopify (5) +
Hubspot (5)
Hubspot (5) +
Slack (5)
Slack (5) +
Gmail (5)
Gmail (5) +
Stripe (5)
Stripe (5) +
Zendesk (5)
Zendesk (5) E
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Trigger a workflow in Xoal when an ERP Next document is submitted, and create a customer in Shopify.
New ERP Next submissions instantly trigger Xoal workflows and create Shopify customers without manual data entry.
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Create a customer in Shopify from a new ERP Next document, and trigger a workflow in Xoal.
Shopify customer creation is driven by ERP Next document insertions, followed immediately by a Xoal workflow.
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E
X
When a Shopify order is created, create a lead in ERP Next and trigger a workflow in Xoal.
New Shopify orders instantly generate ERP Next leads and execute Xoal workflows for immediate follow-up.
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E
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Search for a lead in ERP Next when a Shopify customer is created, and trigger a workflow in Xoal.
Shopify customer signups trigger ERP Next lead searches and execute Xoal workflows automatically.
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Use Claude to analyse Shopify order details, create a lead in ERP Next, and trigger a workflow in Xoal.
Claude reviews incoming Shopify orders before ERP Next lead creation and Xoal workflow execution.
Supported triggers and actions for ERP Next and Xoal
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 → Xoal Triggers & Actions
What can you automate with ERP Next + Xoal?
Streamline document handling, trigger AI workflows, and keep your business records synchronized across ERP Next and Xoal.
⚡
Trigger Xoal workflows from ERP Next documents
Automatically trigger a workflow in Xoal whenever a document is submitted or updated in ERP Next, eliminating manual handoffs between your systems.
📋
Capture all document fields and details
Pass comprehensive document data from ERP Next directly into Xoal workflows, ensuring no custom fields or customer details are left behind.
🔔
Notify your team instantly on key events
Alert relevant team members the moment a document is cancelled, inserted, or updated in ERP Next by coupling Xoal triggers with team notifications.
🔀
Route workflows based on document content
Evaluate specific fields submitted in ERP Next documents to trigger tailored Xoal workflows depending on customer tiers or transaction values.
🔄
Keep records synchronized across platforms
Update leads and customer profiles in ERP Next whenever corresponding Xoal workflows execute, keeping your database accurate and current.
🔍
Search and update existing records
Search for existing leads in ERP Next before creating new entries, preventing duplicate records when Xoal workflows run.
🛡️
Manage document status changes and cancellations
Trigger specific Xoal workflows when ERP Next documents are cancelled, trashed, or submitted, keeping your operations aligned with lifecycle changes.
🔌
Connect external apps like Slack or HubSpot
Extend your ERP Next and Xoal workflows by pushing data into Slack or HubSpot once your AI and ERP processes complete.
And much more...
Who is ERP Next + Xoal integration for?
Operations, sales, and support teams relying on ERP Next and Xoal benefit from automating document processing, lead management, and Xoal workflow triggers without manual effort.
Financial Analysts
Customer Support Leads
Account Managers
Sales Operations Teams
Sales Representatives
Finance Managers
📊
Financial Analysts
You're tracking accounting and sales figures in ERP Next, but your reports lag behind when data isn't passed to Xoal automatically, leaving your revenue numbers stale — this integration means every document update flows instantly so your performance dashboards stay accurate.
🎧
Customer Support Leads
You manage support issues inside ERP Next, but urgent tickets sit unnoticed when notifications fail to reach your engagement platform, resulting in slow response times — automating both apps means every issue triggers Xoal workflows instantly to alert your team.
🤝
Account Managers
You oversee client accounts and documents in ERP Next, but keeping stakeholders informed takes manual status checks that often fall behind schedule — with this integration, every document submission triggers automated updates and customer communications.
📈
Sales Operations Teams
You process high volumes of leads and customer entries in ERP Next, but manual record creation causes bottlenecks and missed follow-ups — connecting these apps means every new lead is processed and routed through Xoal workflows automatically.
💼
Sales Representatives
You wait on upstream document approvals in ERP Next before reaching out to prospective leads, but delays stall your outreach pipeline — this integration means every approved document instantly initiates your Xoal follow-up sequence.
📑
Finance Managers
You audit accounting documents and customer entries in ERP Next, but manual data transfers create missing transaction histories and audit gaps — automating both apps means every inserted record maintains a complete, reliable audit trail.
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 + Xoal
Build and manage your ERP Next + Xoal automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Xoal 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 + Xoal Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Xoal?
You can connect ERP Next to Xoal in 1-click using ready templates on Integrately or by asking Integrately AI to build the automation and map the fields.
Can I trigger Xoal workflows automatically when ERP Next documents are submitted?
Can I connect ERP Next, Xoal, and Slack?
What is a good Zapier alternative for ERP Next and Xoal?
How does ERP Next handle document triggers for my workflows?
How does Xoal handle automated workflow execution?
Do I need coding skills to automate ERP Next and Xoal?
Is the ERP Next and Xoal integration free?
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Want to automate something else in your workflow?
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