ERP Next + JivoChat Integration

Integrate ERP Next to JivoChat in one click, or tell Integrately AI how you want each lead handled. Capture visitor details, create CRM records, update your database, 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 cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
  • JivoChat
    Visitor's information is updated in JivoChat Instant
  • JivoChat
    Offline message is recieved in JivoChat Instant
  • JivoChat
    Chat is finished in JivoChat Instant
Arrow Right
2.
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next

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Ready WorkflowsReady Workflows   for ERP Next + JivoChat Integration

Capture offline messages, create leads from finished chats, update visitor information, log records, and trigger 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 + JivoChat flow

Send visitor details to your store, sync finance records, notify your team, and log data across your stack. Pick a combination and activate it in one click.

ERP Next
JivoChat
+
ShopifyShopify (4)
+
WooCommerceWooCommerce (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
J
E
S
When a JivoChat chat finishes, create an ERP Next lead and create a customer in Shopify
Finished JivoChat conversations instantly generate an ERP Next lead and a Shopify customer profile without manual data entry.
J
E
S
When an offline message is received in JivoChat, add an ERP Next issue and create a Shopify order note
Offline JivoChat messages create an ERP Next issue and log order details in Shopify automatically.
J
E
S
When visitor information is updated in JivoChat, update the ERP Next lead and search Shopify products
Updated JivoChat visitor info updates your ERP Next lead and searches Shopify inventory.
J
E
S
Use Claude to summarise JivoChat chats, create an ERP Next lead, and create a Shopify customer
Claude summarises finished JivoChat chats to create structured ERP Next leads and Shopify customer profiles.

Supported triggers and actions for ERP Next and JivoChat

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it →
Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
Try it →
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
Try it →
Create customer in ERP Next
Creates a new customer
Try it →
Create lead in ERP Next
Creates a new lead
Try it →
Search lead in ERP Next
Searches for a lead
Try it →
Update lead in ERP Next
Updates a lead
Try it →
Add Issue in ERP Next
Adds an issue
Try it →
JivoChat
JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
Try it →
Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
Try it →
Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
Try it →
No action is available

What can you automate with ERP Next + JivoChat?

Streamline your communication workflow by turning live chats, offline messages, and visitor updates into automated CRM actions.

What you can automate?
💬
Turn finished chats into new CRM leads
Capture every completed JivoChat conversation and instantly generate a new lead or customer record in ERP Next. Eliminate manual data transfer between your communication channel and business system.
📝
Capture complete visitor information updates
Sync updated visitor details from JivoChat straight into your ERP Next records. Ensure your customer profiles always reflect the latest contact data and communication history.
🔔
Alert your team on offline messages
Receive instant notifications whenever an offline message arrives in JivoChat. Create support issues or tasks in ERP Next so nothing falls through the cracks.
🔀
Route leads based on visitor data
Trigger different actions in ERP Next depending on the visitor details or chat outcome in JivoChat. Direct high-value chats to priority pipelines effortlessly.
🔄
Keep customer records synchronized
Update existing customer records in ERP Next whenever visitor information changes in JivoChat. Maintain accurate, up-to-date data across all your business tools.
🔍
Search and update existing records
Search for existing leads in ERP Next before creating new entries after a chat finishes. Prevent duplicate records and keep your database clean.
🎫
Add issues from support chats
Create support issues in ERP Next automatically when customer conversations highlight technical problems. Streamline your issue tracking without extra paperwork.
📊
Extend your workflow to Google Sheets
Connect your core ERP Next and JivoChat workflow to Google Sheets to log every visitor interaction and chat summary in a shared spreadsheet for team review.
And much more...

Who is ERP Next + JivoChat integration for?

Connecting ERP Next and JivoChat helps support, sales, and management teams turn live visitor conversations into organized CRM records without manual data entry.

Sales Managers
Sales Managers
Support Leads
Support Leads
Client Success Specialists
Client Success Specialists
E-commerce Operators
E-commerce Operators
Account Executives
Account Executives
Operations Directors
Operations Directors
📈
Sales Managers
You're reviewing conversion metrics from your customer support channels, but offline chat messages sit unrecorded in your chat tool until someone manually exports them — automating both apps means every chat conversation lands in your CRM instantly and your pipeline reports stay accurate.
Support Leads
You need to act fast on incoming visitor inquiries, but chat inquiries are missed when support agents are offline because they aren't logged in your system — with this integration, every offline message creates a tracked issue in your database so support follows up immediately.
📋
Client Success Specialists
You answer to stakeholders who want visibility into customer interactions, but visitor logs remain trapped in your chat widget away from your core business records — connecting these apps means every finished chat updates your customer profiles so stakeholders see complete history.
🚀
E-commerce Operators
The volume of live chat inquiries is too high for anyone to keep up by hand, and visitor details are frequently lost between customer chats and order systems — automating both apps means every customer interaction populates your records automatically without manual entry.
💼
Account Executives
You own the sales follow-up and depend on live chat agents to hand over lead details, but contact information gets misplaced between conversations and CRM creation — this integration means every finished chat automatically generates a new lead ready for outreach.
🗂️
Operations Directors
You need a reliable customer audit history and keep finding gaps in visitor communication records, but manual logging leaves missing entries across your database — automating both apps means every visitor update and chat record is captured consistently.
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 + JivoChat

Build and manage your ERP Next + JivoChat 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 + JivoChat 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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😍
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in $19.99

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Frequently Asked Questions

How do I connect ERP Next to JivoChat?
Frequently Asked Questions
You can connect ERP Next to JivoChat in one click using pre-built workflows or ask Integrately AI to build the automation. It links your live chats directly with Gmail, Slack, and Google Sheets without any coding required.
Can I automatically create ERP Next leads when a JivoChat chat finishes?
Frequently Asked Questions
Can I connect ERP Next, JivoChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and JivoChat?
Frequently Asked Questions
How does ERP Next handle new lead creation from chat messages?
Frequently Asked Questions
How does JivoChat pass visitor information updates to my ERP system?
Frequently Asked Questions
Can I automate chat-to-lead workflows without writing code?
Frequently Asked Questions
Is the ERP Next and JivoChat integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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?

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