ERP Next + Microsoft Teams Integration

Integrate ERP Next to Microsoft Teams in one click, or tell Integrately AI how you want each document handled. Notify your team, create online meetings, post chat messages, and manage issues 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 trashed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
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
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams

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Ready WorkflowsReady Workflows   for ERP Next + Microsoft Teams Integration

Notify your team about new documents, post chat messages for updated records, alert channels on issues, and schedule online meetings, 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.
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Connect more apps to your ERP Next + Microsoft Teams flow

Automatically sync documents to your CRM, log records in sheets, notify team channels, and create tasks after every update. Pick a combination and activate it in one click.

ERP Next
Microsoft Teams
+
HubspotHubspot (8)
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GmailGmail (8)
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ShopifyShopify (8)
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StripeStripe (8)
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AsanaAsana (8)
+
Google DriveGoogle Drive (8)
E
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Create a HubSpot contact when a document is submitted in ERP Next, and notify your sales team in Microsoft Teams.
New ERP Next document submissions instantly create HubSpot contacts while Microsoft Teams alerts your sales channel, eliminating manual data entry.
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Notify your support channel in Microsoft Teams when a HubSpot ticket is created from an ERP Next document.
Keep your support team informed in Microsoft Teams the moment HubSpot registers an issue linked to ERP Next.
E
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When a HubSpot deal updates, update the lead in ERP Next and post the update in Microsoft Teams.
Synchronize HubSpot deal changes back to ERP Next and broadcast the update to Microsoft Teams effortlessly.
E
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Create a HubSpot task for every ERP Next lead, and confirm the assignment in Microsoft Teams.
Assign follow-up tasks in HubSpot for every new ERP Next lead and notify the assigned rep in Microsoft Teams.
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If a HubSpot contact is enterprise tier, create a customer in ERP Next and alert your management channel in Microsoft Teams.
Route high-value enterprise contacts directly into ERP Next from HubSpot and notify management on Microsoft Teams.
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When a HubSpot deal is closed won, update the ERP Next record and post the win in Microsoft Teams.
Celebrate closed deals by updating ERP Next records and broadcasting the success in Microsoft Teams.
E
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Use Claude to summarise every HubSpot form submission, create an ERP Next lead, and post the brief in Microsoft Teams.
AI analyzes HubSpot form submissions, logs a new lead in ERP Next, and posts a clean brief in Microsoft Teams.
E
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Turn every won HubSpot deal into an ERP Next customer, create a follow-up task, and announce it in Microsoft Teams.
Complete your sales-to-operations handoff by creating an ERP Next customer, adding a task, and notifying Microsoft Teams.

Supported triggers and actions for ERP Next and Microsoft Teams

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 trashed in ERP Next
Triggers the automation when a document is trashed
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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 inserted in ERP Next
Triggers the automation when a document is inserted
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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 cancelled in ERP Next
Triggers the automation when a document is cancelled
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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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Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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What can you automate with ERP Next + Microsoft Teams?

Streamline your business operations by syncing document updates, triggering channel alerts, and managing leads across both platforms automatically.

What you can automate?
🔄
Automate document submissions and channel alerts
Send a Microsoft Teams channel message automatically the moment a document is submitted in ERP Next, keeping your entire department informed without manual status checks.
📋
Capture every submitted document detail
Map all available ERP Next document fields directly into your Microsoft Teams notifications and connected apps instead of just basic names, giving your team complete context.
🔔
Alert the right person instantly
Route urgent ERP Next updates and new lead notifications directly to specific Microsoft Teams channels or direct chats so responsible team members can act immediately.
🔀
Route actions based on submitted fields
Trigger different workflows depending on specific field values in your ERP Next documents, ensuring VIP clients and standard inquiries follow separate paths.
✏️
Keep records updated in real time
Automatically update customer profiles, leads, and tracking issues in ERP Next whenever corresponding chat messages or collaboration milestones occur in Microsoft Teams.
🔍
Search and update instead of creating duplicates
Search existing leads and customer accounts in ERP Next before creating new entries, preventing duplicate records and keeping your database clean.
Handle document status changes and cancellations
Trigger automated follow-ups and notifications whenever ERP Next documents are modified, cancelled, submitted, or trashed by your team.
🔌
Extend workflows to your favorite apps
Connect ERP Next and Microsoft Teams with powerful third-party tools like HubSpot, Gmail, and Google Drive to build multi-step business pipelines.
And much more...

Who is ERP Next + Microsoft Teams integration for?

Connecting ERP Next and Microsoft Teams streamlines operations for teams who need fast collaboration, accurate records, and instant updates across departments.

Operations directors
Operations directors
Sales representatives
Sales representatives
Account managers
Account managers
Support teams
Support teams
Project coordinators
Project coordinators
Finance analysts
Finance analysts
📈
Operations directors
You're managing accounting and inventory records in ERP Next, but your tracking dashboards only update when someone manually exports documents, so the inventory counts you're reviewing are always outdated — with this integration, every submitted document updates your records instantly and your team stays aligned.
Sales representatives
You're creating customer profiles in ERP Next, but your sales reps only find out about new leads when someone remembers to message them, so follow-up calls are delayed by hours — with this integration, every new lead creates an immediate alert in Microsoft Teams so outreach happens instantly.
🤝
Account managers
You're updating document statuses in ERP Next, but clients and stakeholders keep asking for progress reports because updates aren't shared automatically, so you spend half your day answering status emails — with this integration, every status change posts directly to your Microsoft Teams channel.
🎧
Support teams
You're handling high volumes of customer inquiries and logging issues in ERP Next by hand, but requests pile up faster than your team can type, so critical tickets get missed — with this integration, every submitted document instantly triggers team notifications and issue tracking.
📋
Project coordinators
You depend on upstream document submissions in ERP Next to kick off your project tasks, but handoffs stall because nobody notifies you when records are ready, so timelines slip — with this integration, every document submission triggers instant task alerts in Microsoft Teams.
💼
Finance analysts
You rely on accurate audit histories in ERP Next, but manual entry errors leave gaps in your financial logs, so reconciliation takes days — with this integration, every transaction and document update syncs seamlessly into your system without manual intervention.
Our team

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Why choose Integrately to automate ERP Next + Microsoft Teams

Build and manage your ERP Next + Microsoft Teams 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 + Microsoft Teams 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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in $19.99

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Frequently Asked Questions

How do I connect ERP Next to Microsoft Teams?
Frequently Asked Questions
You can connect ERP Next and Microsoft Teams in 1 click using ready-made templates on Integrately. Choose your triggers and actions, or ask Integrately AI to build the automation and map the fields.
Can I automatically send a Microsoft Teams message when an ERP Next document is submitted?
Frequently Asked Questions
Can I connect ERP Next, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Microsoft Teams?
Frequently Asked Questions
How does ERP Next data handle triggers like document submission?
Frequently Asked Questions
How do Microsoft Teams notifications work with ERP Next updates?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Microsoft Teams?
Frequently Asked Questions
Is the ERP Next and Microsoft Teams integration free?
Frequently Asked Questions
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