ERP Next + SendGrid Integration
Integrate ERP Next to SendGrid in one click, or tell Integrately AI how you want each document handled. Trigger automated email campaigns, update contacts, notify your team, and track customer communications instantly.
Free forever.Use premium features free for 14 days.1.
Document is cancelled in ERP Next Instant- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is trashed in ERP Next Instant
- Document is updated in ERP Next Instant
2.
- Create customer in ERP Next
- Create lead in ERP Next
- Search lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
Create or update contact in SendGrid- Send email in SendGrid
Trusted by experts at...
Ready Workflows for ERP Next + SendGrid Integration
Send emails, update contacts, notify your team, and track submissions, 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 + SendGrid flow
Sync customer records, alert support teams, and update spreadsheets the moment your core pair finishes executing. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
WooCommerce (3)
WooCommerce (3) +
Stripe (3)
Stripe (3) +
HubSpot (3)
HubSpot (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) S
E
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Create a customer in ERP Next when a new Shopify order is placed, and send a confirmation email in SendGrid
New Shopify orders instantly create ERP Next customer records while SendGrid dispatches a confirmation email without manual delay.
S
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When a Shopify refund is processed, update the ERP Next customer record and send a notification email via SendGrid
Refunds in Shopify automatically update ERP Next records and notify customers through SendGrid.
S
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Use ChatGPT to summarise Shopify purchase details, log them in ERP Next, and send a briefing email via SendGrid
ChatGPT analyzes Shopify order data before ERP Next logs it and SendGrid emails the summary.
Supported triggers and actions for ERP Next and SendGrid
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → What can you automate with ERP Next + SendGrid?
Streamline your customer communications and operational updates with powerful automated workflows.
✉️
Send emails from ERP Next documents
Trigger automated emails in SendGrid instantly whenever a document is submitted or updated in ERP Next.
📋
Capture every submitted field
Map all available ERP Next document properties directly into SendGrid contact lists and email templates.
🔔
Notify your team instantly
Alert stakeholders the moment customer interactions or document events occur across your systems.
🔀
Route emails conditionally
Send different SendGrid email templates based on specific field values submitted in your ERP Next documents.
🔄
Keep contact records synchronized
Update SendGrid contacts automatically as ERP Next records change stages or get modified.
👤
Create or update contacts without duplicates
Manage SendGrid subscriber lists cleanly using ERP Next customer data without creating duplicate entries.
❌
Handle cancellations and issue logs
Trigger follow-up or cancellation emails in SendGrid when ERP Next documents are cancelled, trashed, or updated.
🔗
Extend your workflow to Slack
Connect ERP Next and SendGrid with Slack to post team notifications whenever customer communications are dispatched.
And much more...
Who is ERP Next + SendGrid integration for?
Operations managers, sales teams, and customer success leads rely on ERP Next and SendGrid to automate communications and eliminate manual data entry errors.
Performance marketers
Customer support leads
Project managers
Sales operations teams
Account managers
Data compliance officers
📈
Performance marketers
You're running campaigns across multiple channels but your email lists only update when someone manually exports ERP Next data, so your outreach campaigns are always lagging behind — this integration means every new customer record lands in SendGrid instantly and your lists stay current.
⚡
Customer support leads
You need to act fast when tickets or issues arise, but you find out too late because ERP Next data and SendGrid emails live in separate systems — automating both apps means every new support document triggers instant client notifications without manual delays.
📋
Project managers
You answer to stakeholders who want to see document progress, but compiling updates manually takes hours away from execution — with this integration, document changes in ERP Next automatically trigger status emails in SendGrid.
🛒
Sales operations teams
The volume of leads and documents is too high for anyone to keep up by hand, leading to missed client communications — connecting these apps means every new ERP Next lead is instantly handled and emailed via SendGrid.
🤝
Account managers
You own the client relationship and depend on someone upstream to hand over approved documents before you email them — automating ERP Next and SendGrid means approved documents instantly trigger personalized client outreach.
🔍
Data compliance officers
You need a reliable communication history and keep finding gaps between internal ERP records and customer emails — this integration means every document update maintains a precise audit trail in your email logs.
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 + SendGrid
Build and manage your ERP Next + SendGrid automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + SendGrid 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ERP Next + SendGrid Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to SendGrid?
You can connect ERP Next to SendGrid in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It seamlessly links your ERP records with email campaigns alongside tools like HubSpot, Slack, and Google Sheets.
Can I automatically send an email in SendGrid when an ERP Next document is submitted?
Can I connect ERP Next, SendGrid, and Google Sheets?
What is a good Zapier alternative for ERP Next and SendGrid?
How does ERP Next handle document data during integration?
Can SendGrid update contacts automatically from ERP Next records?
Do I need coding skills to automate ERP Next and SendGrid?
Is the ERP Next and SendGrid integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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