ERP Next + Monday.com Integration

Integrate ERP Next to Monday.com in one click, or tell Integrately AI how you want each document handled. Create items, update boards, notify your team, and track projects automatically.

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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 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
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
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
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com

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Ready WorkflowsReady Workflows   for ERP Next + Monday.com Integration

Capture documents, create items, update boards, alert your team, and sync statuses, 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 + Monday.com flow

Connect communications, finance, and storage to extend your workflow tracking and team communication. Pick a combination and activate it in one click.

ERP Next
Monday.com
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
ShopifyShopify (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
E
M
S
Add every new ERP Next document to Monday.com, and notify your sales channel in Slack
New ERP Next documents appear in Monday.com within seconds and your sales channel hears about it in Slack.
E
M
S
When an ERP Next document is submitted, update the Monday.com item and post an alert in Slack
Submitted ERP Next documents trigger updates in Monday.com and notify your team instantly on Slack.
M
E
S
When a Monday.com item moves to a specific group, update the lead in ERP Next and notify Slack
Board movements in Monday.com automatically update leads in ERP Next and notify your team in Slack.
E
M
S
Use Claude to summarise new ERP Next documents, create a Monday.com item, and post the brief in Slack
Claude summarises ERP Next documents before creating a Monday.com item and notifying your team in Slack.

Supported triggers and actions for ERP Next and Monday.com

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 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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Create customer in ERP Next
Creates a new customer
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Create lead in ERP Next
Creates a new lead
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Search lead in ERP Next
Searches for a lead
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
Try it →

What can you automate with ERP Next + Monday.com?

Streamline your operations by connecting your ERP records directly to collaborative project boards.

What you can automate?
🔄
Sync ERP documents to Monday.com items automatically
Turn every document insertion in ERP Next into a tracked Monday.com item without lifting a finger. Eliminate manual data entry and keep your project boards up to date.
📋
Capture every submitted field in your boards
Map all available ERP Next document fields into separate Monday.com column values instead of just basic titles. Your boards become a complete operational record.
🔔
Alert your team the moment a document changes
Trigger instant team notifications in Slack or email whenever an ERP Next document is updated or submitted. Ensure your team reacts to critical changes immediately.
🔀
Route tasks based on submitted document values
Send items to different Monday.com groups or boards depending on specific categories or values submitted in ERP Next. Automate your internal routing effortlessly.
🔄
Keep project boards updated as documents evolve
Automatically update Monday.com items whenever ERP Next documents are modified or resubmitted. Maintain perfect parity between your financial system and project tracker.
🔍
Search and update existing records to prevent duplicates
Check for existing items in Monday.com before creating new ones, updating records when matches are found. Keep your workspace clean and organised.
⏱️
Handle later status changes and project closures
Automatically archive Monday.com items or update ERP Next leads when documents are submitted or cancelled. Keep your workflow lifecycle fully automated.
🔗
Extend your workflow to external apps like Slack
Connect your core ERP and project management flow with Slack, QuickBooks, or Google Drive for multi-step automations. Build a truly connected tech stack.
And much more...

Who is ERP Next + Monday.com integration for?

Connecting ERP Next and Monday.com empowers teams to eliminate manual data entry, keep project tracking aligned with financial records, and accelerate delivery workflows effortlessly.

Finance Managers
Finance Managers
Project Managers
Project Managers
Account Directors
Account Directors
Operations Leads
Operations Leads
Sales Representatives
Sales Representatives
Quality Assurance Leads
Quality Assurance Leads
📈
Finance Managers
You report on ERP figures and project budgets every week, but manual data exports leave your financial reports lagging behind project status — integrating these apps means every document change lands in Monday.com instantly and your financial metrics stay current.
Project Managers
You need to act fast when new client requirements drop, but notification delays mean you find out about bottlenecks far too late — connecting these apps means project boards update automatically the moment an ERP Next document is submitted.
🤝
Account Directors
You answer to external clients who want to see real-time progress on deliverables, but manual status updates create friction and missed milestones — automating both apps means client boards reflect ERP document changes without manual copy-pasting.
⚙️
Operations Leads
The volume of daily orders and documents is too high for your team to keep up with by hand, leading to missed items and broken tracking — with this integration, every document creates a tracked task instantly and your operations scale smoothly.
👥
Sales Representatives
You own the customer follow-up stage and depend on upstream teams to hand over lead data before you can start work — this integration means every new customer record triggers immediate task creation in your project boards.
🗂️
Quality Assurance Leads
You need a reliable history of document approvals and task statuses, but manual record-keeping keeps leaving blind spots in your audit trails — connecting these apps means every submission and status change is logged accurately.
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 + Monday.com

Build and manage your ERP Next + Monday.com 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 + Monday.com 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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Frequently Asked Questions

How do I connect ERP Next to Monday.com?
Frequently Asked Questions
You can connect ERP Next to Monday.com instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your custom flow with Slack, QuickBooks Online, and Google Drive.
Can I automatically create Monday.com items when an ERP Next document is inserted?
Frequently Asked Questions
Can I connect ERP Next, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Monday.com?
Frequently Asked Questions
How does the integration handle ERP Next document updates?
Frequently Asked Questions
Can Monday.com board status changes update ERP Next records?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Monday.com?
Frequently Asked Questions
Is the ERP Next and Monday.com integration free?
Frequently Asked Questions
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Monday.com
Popular Monday.com Integrations
Sync Monday.com with communication, development, and document tools to coordinate project execution.