

ERP Next + Rocket.Chat Integration
Integrate ERP Next to Rocket.Chat in one click, or tell Integrately AI how you want each document handled. Alert your team, send direct messages, and notify private groups instantly.
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Ready Workflows for ERP Next + Rocket.Chat Integration
Notify channels, send direct messages, alert private groups, and update your team, 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 + Rocket.Chat flow
Sync orders, track customer issues, and keep your communication channels updated across your entire stack. Pick a combination and activate it in one click.


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Shopify (8)
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HubSpot (8)
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Gmail (8)
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Stripe (8)
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Google Drive (8)
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Asana (8)
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Create a Shopify customer from every new ERP Next document, and send a channel message in Rocket.Chat
New ERP Next documents automatically create Shopify customers and alert your team in Rocket.Chat, removing manual entry.
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Send a Rocket.Chat channel message and create an ERP Next lead whenever a new Shopify order is placed
Shopify orders instantly generate ERP Next leads and notify Rocket.Chat channels, keeping teams synchronized.
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When a Shopify order is fulfilled, update the corresponding ERP Next lead and notify your team in Rocket.Chat
Fulfilled Shopify orders automatically update ERP Next records and notify Rocket.Chat channels.
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Create a Shopify customer for every updated ERP Next document, and alert your team in Rocket.Chat
Updated ERP Next documents keep Shopify customer records current and notify Rocket.Chat users.
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If a Shopify order is placed by a new customer, create a lead in ERP Next and post a private group message in Rocket.Chat
Route new Shopify customer orders to ERP Next leads and alert private Rocket.Chat groups securely.
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When a Shopify order is cancelled, update the ERP Next document and send a direct message in Rocket.Chat
Cancelled Shopify orders update ERP Next documents and trigger direct messages in Rocket.Chat.
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Use ChatGPT to analyse every new Shopify order, create a lead in ERP Next, and post the summary in Rocket.Chat
ChatGPT analyses Shopify orders, populates ERP Next leads, and briefs your team in Rocket.Chat.
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Turn every Shopify order into an ERP Next lead, create a task in Asana, and announce it in Rocket.Chat
Shopify orders flow into ERP Next leads, trigger Asana tasks, and update Rocket.Chat channels.
Supported triggers and actions for ERP Next and Rocket.Chat
Mix and match to build the exact automation you need

ERP Next Triggers & Actions
Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → 
Rocket.Chat Triggers & Actions
Instant
Message is posted anywhere in Rocket.Chat
Triggers the automation when a new message is posted anywhere
Try it → Instant
Message is posted to channel in Rocket.Chat
Triggers the automation when a new message is posted to a channel
Try it → Instant
Message is posted to private group in Rocket.Chat
Triggers the automation when a new message is posted to a private group
Try it → Private group is created in Rocket.Chat
Triggers the automation when a private group is created
Try it → What can you automate with ERP Next + Rocket.Chat?
Streamline document management, team notifications, and data synchronization between your ERP and chat platform.
🔄
Automate core document and message workflows
Trigger instant Rocket.Chat channel messages whenever a new document is inserted in ERP Next. Keep your entire organization aligned without manual cross-posting.
📋
Capture every submitted document field
Map all available ERP Next document properties into Rocket.Chat messages instead of basic titles. Your team receives complete context for every business event.
📢
Notify the right person immediately
Direct important document alerts to specific Rocket.Chat channels, private groups, or direct messages. Ensure the correct team member acts on every update.
🔀
Route messages based on document fields
Send updates to different Rocket.Chat channels depending on submitted document categories, priority levels, or custom field values.
✍️
Keep destination records fully updated
Automatically update existing ERP Next leads or documents whenever corresponding changes occur across connected workflows.
🔍
Search and update instead of creating duplicates
Search for existing leads or documents in ERP Next before taking action, ensuring clean records and preventing duplicate entries.
⚡
Handle later status changes smoothly
Trigger automated Rocket.Chat notifications whenever ERP documents are submitted, updated, changed, or cancelled.
🔗
Extend your workflow to external apps
Connect ERP Next and Rocket.Chat with supporting tools like HubSpot or Shopify to build powerful multi-app business pipelines.
And much more...
Who is ERP Next + Rocket.Chat integration for?
Connecting ERP Next and Rocket.Chat streamlines document updates and team communication for growing businesses, keeping every department aligned in real time.
Financial Controllers
Customer Support Leads
Operations Managers
Sales Directors
Billing Specialists
HR Administrators
📈
Financial Controllers
You're reviewing ERP records and accounting reports, but your financial documents only update when someone manually inserts entries, so the figures you're budgeting against are always hours behind — with this integration, every new document lands in your system instantly and your numbers stay current.
🎧
Customer Support Leads
You're managing client issues in ERP Next, but your team finds out about urgent tickets too late through fragmented chats, so response times lag behind expectations — with this integration, every new document or issue triggers instant Rocket.Chat alerts and your support team acts immediately.
📊
Operations Managers
You answer to stakeholders who want to see live document workflows and status changes, but progress tracking is delayed by manual status logging, so executive reviews lack real-time visibility — with this integration, every status update syncs instantly and your dashboards reflect true operational progress.
💼
Sales Directors
Your team handles high volumes of incoming customer leads in ERP Next, but manual entry cannot keep up with inbound demand, so potential deals slip through the cracks — with this integration, every lead is captured and routed automatically and your sales pipeline stays fully populated.
💳
Billing Specialists
You own the invoicing and payment follow-up stage, but depend on upstream sales staff to manually hand over account details, so billing cycles stall — with this integration, every customer and document transfers seamlessly and your invoicing workflow starts without delay.
👥
HR Administrators
You need a reliable employee and document history in ERP Next, but keep finding gaps caused by missed manual data entries, so compliance audits become stressful — with this integration, every record is logged reliably and your audit trail remains completely unbroken.

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 + Rocket.Chat
Build and manage your ERP Next + Rocket.Chat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Rocket.Chat 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
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Connect Accounts
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Automation is ready
Connect ERP Next + Rocket.Chat Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Rocket.Chat?
You can connect ERP Next to Rocket.Chat in 1-click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations.
Can I automatically send a Rocket.Chat channel message when a document is inserted in ERP Next?
Can I connect ERP Next, Rocket.Chat, and HubSpot?
What is a good Zapier alternative for ERP Next and Rocket.Chat?
How does ERP Next document data transfer to Rocket.Chat?
Can I notify specific Rocket.Chat private groups from ERP Next triggers?
Do I need coding skills to automate ERP Next and Rocket.Chat?
Is the ERP Next and Rocket.Chat integration free?
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