ERP Next + PayPal Integration

Integrate ERP Next to PayPal in one click, or tell Integrately AI how you want each payment sale handled. Track completed transactions, create customer records, and update your business accounts 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
  • PayPal
    Payment sale is completed in PayPal Instant
  • PayPal
    All merchant Transactions in PayPal Instant
  • PayPal
    Payment sale is pending in PayPal Instant
  • PayPal
    Payment sale is denied in PayPal Instant
  • PayPal
    Payment sale is refunded in PayPal 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 + PayPal Integration

Capture completed payments, create customer records automatically, log pending transactions, and notify your finance team, 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 + PayPal flow

Send completed payment data to your CRM, update your accounting records, and alert your team the moment a transaction finishes. Pick a combination and activate it in one click.

ERP Next
PayPal
+
ShopifyShopify (5)
+
WooCommerceWooCommerce (5)
+
StripeStripe (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
SlackSlack (5)
+
GmailGmail (5)
P
E
S
When a payment sale is completed in PayPal, create a customer in ERP Next and create an order in Shopify.
Completed PayPal sales instantly generate customer profiles in ERP Next and record orders in Shopify without manual entry.
P
E
S
When a payment sale is pending in PayPal, update the lead in ERP Next and notify the Shopify fulfillment team.
Pending PayPal transactions update your ERP Next lead records and notify your Shopify team immediately.
P
E
S
When a payment sale is refunded in PayPal, update the lead in ERP Next and update the order in Shopify.
Refunded PayPal payments automatically update your ERP Next records and flag the Shopify order.
P
E
S
If a payment sale is completed in PayPal with a high value, create a lead in ERP Next and create a VIP customer in Shopify.
High-value PayPal sales automatically generate priority ERP Next leads and VIP Shopify customer profiles.
P
E
S
Use Claude to review PayPal payment details, create a customer in ERP Next, and update Shopify.
Claude analyses completed PayPal transactions before creating ERP Next customers and updating Shopify records.

Supported triggers and actions for ERP Next and PayPal

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
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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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Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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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
Try it →
PayPal
PayPal Triggers & Actions
Instant
Payment sale is completed in PayPal
Triggers the automation when a payment sale is completed
Try it →
Instant
All merchant Transactions in PayPal
Triggers the automation when any merchant transaction occurs
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Instant
Payment sale is pending in PayPal
Triggers the automation when a payment sale is pending
Try it →
Instant
Payment sale is denied in PayPal
Triggers the automation when a payment sale is denied
Try it →
Instant
Payment sale is refunded in PayPal
Triggers the automation when a payment sale is refunded
Try it →
No action is available

What can you automate with ERP Next + PayPal?

Streamline your financial record-keeping and customer management with automated workflows for every payment event.

What you can automate?
đŸ’ŗ
Create ERP Next customers from completed PayPal sales
Automatically generate a new customer record in ERP Next the moment a payment sale is completed in PayPal. Eliminate manual data entry and keep your buyer database up to date.
📋
Capture every transaction detail and payer field
Map all available PayPal payment data into ERP Next customer and lead fields instead of just basic names. Your database becomes a richer source for reporting and follow-up.
🔔
Alert your team as soon as a payment clears
Send instant notifications to your finance or sales channel in Slack the moment a transaction finishes. Keep everyone informed without checking dashboards manually.
🔀
Route workflows based on transaction currency or amount
Execute different follow-up actions depending on the payment value or currency submitted by the buyer. Handle VIP accounts differently from standard transactions automatically.
🔄
Keep customer and lead records updated as sales occur
Automatically update existing ERP Next records when repeat payments or account changes happen in PayPal. Maintain accurate customer histories across your entire stack.
🔍
Search and update instead of creating duplicates
Check if a customer already exists in ERP Next before creating a new profile from a PayPal transaction. Prevent duplicate records and keep your database clean.
â†Šī¸
Handle refunds, pending checks, and denied sales
Trigger automated updates in ERP Next when a payment sale is refunded, pending, or denied in PayPal. Keep your financial records accurate across all transaction states.
🔌
Extend payment workflows to messaging and email apps
Connect your core ERP Next and PayPal flow to Slack or Gmail to notify stakeholders or send automated client receipts instantly upon payment completion.
And much more...

Who is ERP Next + PayPal integration for?

Connecting ERP Next and PayPal helps finance managers, sales leads, and business owners eliminate manual customer creation and payment tracking errors.

Finance Managers
Finance Managers
Sales Leads
Sales Leads
Account Managers
Account Managers
Operations Directors
Operations Directors
Fulfillment Teams
Fulfillment Teams
Auditors and Controllers
Auditors and Controllers
📈
Finance Managers
You're reconciling payment ledgers at month-end but your ERP records only update when someone manually exports transaction data, so the revenue reports you're reviewing against bank statements are always a few hours behind — with this integration, every completed sale populates your system instantly and your books stay current.
⚡
Sales Leads
You need to follow up on high-value buyers immediately, but payment notifications sit in your gateway dashboard until someone checks them manually, so valuable leads go uncontacted for hours — with this integration, every new transaction triggers customer creation right away so your team can engage instantly.
📊
Account Managers
You answer to clients who expect their subscription or order status updated the moment funds clear, but cross-system delays leave them waiting and asking for updates — with this integration, payment updates flow seamlessly to your records so client statuses are always accurate.
âš™ī¸
Operations Directors
The transaction volume from online sales is too high for anyone to keep up by hand, leading to missing customer profiles and mismatched invoices across platforms — with this integration, every payment sale is captured automatically and your database stays organised without manual effort.
🤝
Fulfillment Teams
You own the shipping step and depend on finance to confirm payments before dispatching goods, causing delivery bottlenecks when notifications get delayed — with this integration, verified payment sales update your records instantly so fulfillment can begin without hesitation.
📑
Auditors and Controllers
You need a reliable history of every transaction and customer interaction, but manual data entry keeps leaving gaps in your audit trails — with this integration, every sale and status change is logged reliably so your records remain complete and verifiable.
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 + PayPal

Build and manage your ERP Next + PayPal 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 + PayPal 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 PayPal?
Frequently Asked Questions
You can connect ERP Next to PayPal in one click using pre-built workflows on Integrately or by asking Integrately AI to configure the integration for you. It connects easily with tools like Shopify, Slack, and Gmail.
Can I automatically create ERP Next customers from completed PayPal sales?
Frequently Asked Questions
Can I connect ERP Next, PayPal, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and PayPal?
Frequently Asked Questions
How does ERP Next handle customer records created from PayPal transactions?
Frequently Asked Questions
Can I track refund events from PayPal inside ERP Next?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and PayPal?
Frequently Asked Questions
Is the ERP Next and PayPal integration free?
Frequently Asked Questions
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