

ERP Next + Katana Cloud Manufacturing Integration
Integrate ERP Next to Katana Cloud Manufacturing in one click, or tell Integrately AI how you want each order handled. Create sales orders, update customer records, search products, and track fulfillment automatically.
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Ready Workflows for ERP Next + Katana Cloud Manufacturing Integration
Create sales orders from submitted documents, update customer records, search products, and log manufacturing details, 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 + Katana Cloud Manufacturing flow
Sync orders with online stores, alert your manufacturing team, and update financial records. Pick a combination and activate it in one click.


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Shopify (4)
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WooCommerce (4)
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QuickBooks Online (4)
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Slack (4)
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Gmail (4)
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Google Drive (4)
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Create a Shopify order when a document is submitted in ERP Next, and create a sales order in Katana Cloud Manufacturing
New ERP Next document submissions instantly generate a Shopify order and a Katana Cloud Manufacturing sales order without manual copy-pasting.
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When a sales order is packed in Katana Cloud Manufacturing, update the order in Shopify and update the lead in ERP Next
Fulfillment updates in Katana Cloud Manufacturing automatically refresh your Shopify store and ERP Next lead status.
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Create a product in Katana Cloud Manufacturing when a new product is added in Shopify, and add an issue in ERP Next if stock is low
New Shopify products generate manufacturing entries in Katana Cloud Manufacturing and log review issues in ERP Next.
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Search Shopify orders when a document is changed in ERP Next, and update the sales order in Katana Cloud Manufacturing
Document changes in ERP Next trigger a search in Shopify and update your Katana Cloud Manufacturing sales orders.
Supported triggers and actions for ERP Next and Katana Cloud Manufacturing
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 → 
Katana Cloud Manufacturing Triggers & Actions
What can you automate with ERP Next + Katana Cloud Manufacturing?
Streamline your manufacturing operations by connecting document workflows directly to live production and sales dashboards.
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Create sales orders from submitted documents
Automatically generate a new sales order in Katana Cloud Manufacturing the moment a document is submitted in ERP Next. Eliminate manual data re-entry and speed up your manufacturing pipeline.
📝
Capture every submitted field and detail
Map all available fields from your ERP Next document inserts straight into your manufacturing records. Ensure your production team has complete customer and product context from the start.
🔔
Alert your team the moment orders update
Notify your manufacturing floor or sales reps instantly via Slack or email when a sales order is packed or delivered. Keep every department aligned without endless status meetings.
🔀
Route workflows based on specific fields
Trigger different actions depending on customer details or variant selections submitted in your ERP Next documents. Direct high-priority orders to specialized production queues automatically.
🔄
Keep destinations updated as changes occur
Automatically update existing sales orders in Katana Cloud Manufacturing whenever a document is modified or updated in ERP Next. Prevent conflicting data across your systems.
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Search and update instead of creating duplicates
Search for existing customers and variants before creating new ones during order processing. Maintain a clean database across both ERP Next and Katana Cloud Manufacturing.
📦
Handle later fulfillment and delivery stages
Trigger automated follow-ups or status updates when sales orders are marked as packed or delivered in Katana Cloud Manufacturing. Close out records and notify customers seamlessly.
🔌
Extend your workflow to Slack and other apps
Connect your manufacturing pipeline with Slack, Gmail, or QuickBooks Online to post notifications, send customer receipts, and update financial logs automatically.
And much more...
Who is ERP Next + Katana Cloud Manufacturing integration for?
Connecting ERP Next and Katana Cloud Manufacturing helps manufacturers and operations teams eliminate manual data entry, keep inventory accurate, and align production schedules with live sales orders.
Operations directors
Production supervisors
Project coordinators
Fulfillment teams
Supply chain planners
Quality assurance leads
📊
Operations directors
You're tracking inventory levels and document submissions across ERP Next, but your production reports only reflect updates after someone manually reviews them, so the figures you present are always outdated — automating both apps means every submitted document updates your manufacturing dashboard instantly.
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Production supervisors
You manage shop floor tasks in ERP Next, but sales order changes in Katana Cloud Manufacturing reach your team too late, causing sudden bottlenecks on the assembly line — with this integration, every packed order triggers immediate updates across your production workflow.
📋
Project coordinators
You oversee customer deliverables tracked through ERP Next documents, but tracking fulfillment status requires manual cross-checking, leaving clients waiting for updates — this integration means every delivery update flows straight into your records without manual intervention.
📦
Fulfillment teams
You process high volumes of customer orders and document inserts in ERP Next, but manual handoffs to manufacturing lead to missed items and fulfillment delays — automating both apps means orders transition smoothly into sales orders without human delay.
🔄
Supply chain planners
You depend on upstream document submissions in ERP Next to schedule material purchases, but delays in data transfer stall your planning — connecting these apps means every new document submission immediately informs your purchasing and variant searches.
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Quality assurance leads
You audit manufacturing records and document changes in ERP Next, but missing audit trails make tracking compliance difficult — this integration means every document update is logged securely, giving you complete visibility over your process.

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 + Katana Cloud Manufacturing
Build and manage your ERP Next + Katana Cloud Manufacturing automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Katana Cloud Manufacturing 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?
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Select Automation
2
Connect Accounts
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Automation is ready
Connect ERP Next + Katana Cloud Manufacturing Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Katana Cloud Manufacturing?
You can connect ERP Next to Katana Cloud Manufacturing in 1-click using ready workflows or by asking Integrately AI to build your automation. It also connects with Shopify, Slack, and Gmail.
Can I automatically create sales orders from ERP Next documents?
Can I connect ERP Next, Katana Cloud Manufacturing, and Slack?
What is a good Zapier alternative for ERP Next and Katana Cloud Manufacturing?
How does ERP Next handle document updates in this integration?
How does Katana Cloud Manufacturing process sales order status changes?
Can I automate my manufacturing workflows without writing code?
Is the ERP Next and Katana Cloud Manufacturing 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?
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