ERP Next + Flowlu Integration
Integrate ERP Next to Flowlu in one click, or tell Integrately AI how you want each document handled. Track projects, update tasks, manage your CRM, and sync customer details automatically.
Free forever.Use premium features free for 14 days.1.
Document is updated in ERP Next Instant- 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
Task is created in Flowlu Instant- Task is updated in Flowlu Instant
- Task list is created in Flowlu Instant
- Task is deleted in Flowlu Instant
- Task list is updated in Flowlu Instant
- Task list is deleted in Flowlu Instant
- Task follower is created in Flowlu Instant
- Task follower is deleted in Flowlu Instant
- Opportunity is created in Flowlu Instant
- Opportunity is updated in Flowlu Instant
- CRM Account is created in Flowlu Instant
- CRM Account is updated in Flowlu Instant
- CRM Account is deleted in Flowlu Instant
- Project is created in Flowlu Instant
- Project is updated in Flowlu Instant
- Project is deleted in Flowlu Instant
- Invoice is created in Flowlu Instant
- Invoice is updated in Flowlu Instant
- Organization is created in Flowlu Instant
- Organization is updated in Flowlu Instant
- Product is created in Flowlu Instant
- Product is updated in Flowlu Instant
- Product is deleted in Flowlu Instant
- Estimate is updated in Flowlu Instant
- Estimate is created in Flowlu 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
- Create invoice item in Flowlu
- Search opportunity source in Flowlu
- Create task in Flowlu
- Update task in Flowlu
- Search task in Flowlu
- Delete task in Flowlu
- Search core user in Flowlu
- Create opportunity in Flowlu
- Update opportunity in Flowlu
- Search opportunity in Flowlu
- Add email to CRM account in Flowlu
- Search CRM account in Flowlu
- Get CRM account by id in Flowlu
- Search contact in Flowlu
- Search email in Flowlu
- Search organization in Flowlu
- Delete opportunity in Flowlu
- Update email to CRM account in Flowlu
- Delete email from CRM account in Flowlu
- Get email by id in Flowlu
- Get project by id in Flowlu
- Get task by id in Flowlu
- Get opportunity by id in Flowlu
- Delete CRM account in Flowlu
- Create contact in Flowlu
- Update contact in Flowlu
- Create project in Flowlu
- Update project in Flowlu
- Search project in Flowlu
- Delete project in Flowlu
- Create organization in Flowlu
- Update organization in Flowlu
- Create estimate in Flowlu
- Add Tag to CRM account in Flowlu
- Add Tag to Agile issue in Flowlu
- Create invoices in Flowlu
Trusted by experts at...
Ready Workflows for ERP Next + Flowlu Integration
Capture leads, create projects, keep tasks updated, alert your team, and track invoices, 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 + Flowlu flow
Send project updates to team channels, log financial records, and sync customer files across your entire stack. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
HubSpot (6)
HubSpot (6) +
QuickBooks Online (5)
QuickBooks Online (5) +
Google Drive (5)
Google Drive (5) +
Stripe (5)
Stripe (5) +
Gmail (5)
Gmail (5) E
F
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When a document is inserted in ERP Next, create a Flowlu task and notify your team on Slack
New ERP Next documents instantly open tasks in Flowlu and post updates to Slack, so your team never misses an operational change.
E
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When a document is submitted in ERP Next, update the matching Flowlu project and notify your team in Slack
Submitted ERP Next documents update Flowlu projects instantly, keeping your team informed on Slack.
E
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Create a Flowlu task for every ERP Next issue added, and post an alert in Slack
Support issues logged in ERP Next automatically open Flowlu tasks while alerting your team on Slack.
E
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If an ERP Next document is updated, create a Flowlu opportunity and notify your sales channel in Slack
Updated ERP Next documents trigger new Flowlu opportunities and notify your sales reps on Slack.
E
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Use Claude to summarise every new ERP Next document, create a Flowlu task, and post the brief in Slack
Claude summarises ERP Next documents before creating Flowlu tasks and briefing your team in Slack.
F
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When a Flowlu project is completed, update the ERP Next record and announce it in Slack
Completed Flowlu projects update ERP Next records automatically while notifying your team in Slack.
Supported triggers and actions for ERP Next and Flowlu
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 → Flowlu Triggers & Actions
Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
Try it → Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
Try it → Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
Try it → Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
Try it → Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
Try it → Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
Try it → Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
Try it → Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
Try it → Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
Try it → Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
Try it → What can you automate with ERP Next + Flowlu?
Streamline your business operations by connecting every document, task, and project across ERP Next and Flowlu.
🔄
Sync ERP Next documents to Flowlu projects automatically
Turn every new ERP Next document into a fully populated Flowlu project without manual data entry.
📋
Capture every submitted field in your workflow
Map all available ERP Next document details into Flowlu tasks and projects instead of just basic names.
🔔
Tell the right team member instantly
Send instant notifications to your team in Slack or email whenever a document or task is modified.
🔀
Do something different depending on document fields
Send high-value ERP Next submissions to senior managers in Flowlu while routing routine tasks to standard queues.
📈
Keep your destination up to date as things change
Automatically reflect changes made to ERP Next documents across your Flowlu projects and tasks in real time.
🔍
Add or update instead of creating duplicates
Check if a CRM account or contact already exists in Flowlu before creating a new entry from ERP Next data.
📊
Handle a later status change effortlessly
Automatically update Flowlu tasks and opportunities when ERP Next documents are submitted, updated, or cancelled.
🔗
Extend the flow to one named supporting app
Trigger downstream actions in Slack, HubSpot, or Google Drive once your ERP Next and Flowlu flow completes.
And much more...
Who is ERP Next + Flowlu integration for?
Teams managing operations across ERP Next and Flowlu eliminate manual data silos and accelerate project execution.
Performance analysts
Project managers
Account managers
Operations leads
Sales reps
Finance officers
📈
Performance analysts
You report on operational metrics and decide from them, but the numbers in Flowlu are always stale because ERP Next data takes hours to move over — this integration means every document update flows instantly and your reports match reality.
⚡
Project managers
You need to act fast on new client work, and you find out too late when ERP Next changes aren't reflected in Flowlu — with this integration, new projects open the moment documents are submitted.
📋
Account managers
You answer to a client who wants to see progress, but hunting down ERP Next records to update Flowlu wastes precious hours — automating both apps means your milestones update themselves.
📊
Operations leads
The volume of new customer records is too high for anyone to keep up by hand between ERP Next and Flowlu — this integration means every insertion and update syncs without manual entry.
👥
Sales reps
You own the next step and depend on someone upstream to hand over ERP Next leads, but manual handoffs cause delays — connecting these apps means every new lead is pushed to Flowlu immediately.
🗂️
Finance officers
You need a reliable history of invoices and estimates, but keep finding gaps between ERP Next and Flowlu — automating both apps means every record matches across your systems.
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 + Flowlu
Build and manage your ERP Next + Flowlu automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Flowlu 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 + Flowlu Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Flowlu?
You can connect ERP Next to Flowlu in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations with Slack, HubSpot, QuickBooks Online, and 1,500+ other apps.
Can I automatically create a Flowlu project when an ERP Next document is inserted?
Can I connect ERP Next, Flowlu, and Slack?
What is a good Zapier alternative for ERP Next and Flowlu?
How do document updates in ERP Next sync with Flowlu?
Can Flowlu opportunities trigger updates in ERP Next?
Is it possible to automate this workflow without coding?
Is the ERP Next and Flowlu integration free?
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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?
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