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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is updated in ERP Next Instant
  • 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
  • Katana Cloud Manufacturing
    Sales order is marked as packed in Katana Cloud Manufacturing Instant
  • Katana Cloud Manufacturing
    Sales order is marked as delivered in Katana Cloud Manufacturing Instant
Arrow Right
2.
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • Katana Cloud Manufacturing
    Create Sales Order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Update sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search variant in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Add product to existing sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create variant in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create tax rate in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create Customer in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search Customer in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create product in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search product in Katana Cloud Manufacturing

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Ready WorkflowsReady 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.
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 + 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.

ERP Next
Katana Cloud Manufacturing
+
ShopifyShopify (4)
+
WooCommerceWooCommerce (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
E
S
K
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.
K
S
E
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.
S
K
E
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.
E
S
K
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
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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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
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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Katana Cloud Manufacturing
Katana Cloud Manufacturing Triggers & Actions
Instant
Sales order is marked as packed in Katana Cloud Manufacturing
Triggers the automation when a sales order is marked as packed
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Instant
Sales order is marked as delivered in Katana Cloud Manufacturing
Triggers the automation when a sales order is marked as delivered
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Create Sales Order in Katana Cloud Manufacturing
Generates a new sales order with pre-filled details
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Search sales order in Katana Cloud Manufacturing
Searches for a sales order with
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Update sales order in Katana Cloud Manufacturing
Updates sales orders with the latest information
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Search variant in Katana Cloud Manufacturing
Searches for a variant
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Add product to existing sales order in Katana Cloud Manufacturing
Adds a new product to an existing sales order
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Create variant in Katana Cloud Manufacturing
Creates a new product variant
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Create tax rate in Katana Cloud Manufacturing
Creates a new tax rate
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Create Customer in Katana Cloud Manufacturing
Adds a new customer to the database
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Search Customer in Katana Cloud Manufacturing
Locates and retrieves customer information
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Create product in Katana Cloud Manufacturing
Generates and launch new products
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Search product in Katana Cloud Manufacturing
Searches for a product
Try it →

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.

What you can automate?
⚙️
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.
🔍
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
Operations directors
Production supervisors
Production supervisors
Project coordinators
Project coordinators
Fulfillment teams
Fulfillment teams
Supply chain planners
Supply chain planners
Quality assurance leads
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.
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.
🔍
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.
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 + 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
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
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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to Katana Cloud Manufacturing?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect ERP Next, Katana Cloud Manufacturing, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Katana Cloud Manufacturing?
Frequently Asked Questions
How does ERP Next handle document updates in this integration?
Frequently Asked Questions
How does Katana Cloud Manufacturing process sales order status changes?
Frequently Asked Questions
Can I automate my manufacturing workflows without writing code?
Frequently Asked Questions
Is the ERP Next and Katana Cloud Manufacturing integration free?
Frequently Asked Questions
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