ERP Next + SmartBill Integration

Integrate ERP Next to SmartBill in one click, or tell Integrately AI how you want each document handled. Generate invoices, collect payments, send documents by email, and track your Romanian business finances 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
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
  • SmartBill
    Create invoice in SmartBill
  • SmartBill
    Send document by email in SmartBill
  • SmartBill
    Create payment collection in SmartBill
  • SmartBill
    Create proforma in SmartBill
  • SmartBill
    Get invoice PDF in SmartBill

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Ready WorkflowsReady Workflows ย  for ERP Next + SmartBill Integration

Create invoices, send documents by email, record payment collections, generate proformas, and manage your accounting, all in just one click.

Sorry, we donโ€™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 + SmartBill flow

Streamline your customer data and billing operations by connecting additional tools to your core automation pair. Pick a combination and activate it in one click.

ERP Next
SmartBill
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ShopifyShopify (4)
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StripeStripe (4)
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SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
TrelloTrello (4)
S
E
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When an order is created in Shopify, create a lead in ERP Next and generate a SmartBill invoice
Shopify orders automatically generate leads in ERP Next and issue invoices in SmartBill without manual data entry.
S
E
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When an order is fulfilled in Shopify, update the lead in ERP Next and create a SmartBill proforma
Fulfilled Shopify orders update your ERP Next records and issue a proforma document in SmartBill instantly.
S
E
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When a customer is created in Shopify, create a customer in ERP Next and send a SmartBill document by email
New Shopify customers are registered in ERP Next while SmartBill emails their billing documentation automatically.
S
E
S
When an order is cancelled in Shopify, add an issue in ERP Next and create a payment collection in SmartBill
Cancelled Shopify orders log an issue in ERP Next and record adjustment payment collections in SmartBill.

Supported triggers and actions for ERP Next and SmartBill

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
Try it โ†’
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
Try it โ†’
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
Try it โ†’
Update lead in ERP Next
Updates a lead
Try it โ†’
Add Issue in ERP Next
Adds an issue
Try it โ†’
SmartBill
SmartBill Triggers & Actions
No trigger is available
Create invoice in SmartBill
Generates a new invoice
Try it โ†’
Send document by email in SmartBill
Emails the document
Try it โ†’
Create payment collection in SmartBill
Try it โ†’
Create proforma in SmartBill
Generates a proforma
Try it โ†’
Get invoice PDF in SmartBill
Retrieves the invoice as a PDF
Try it โ†’

What can you automate with ERP Next + SmartBill?

Streamline your enterprise resource planning and Romanian billing operations with robust, automated workflows.

What you can automate?
๐Ÿงพ
Generate invoices automatically from ERP Next document submissions
Whenever a document is submitted in ERP Next, your SmartBill account instantly creates a corresponding invoice. Eliminate manual data transfer and ensure prompt customer billing.
๐Ÿ“‹
Capture every submitted field and document detail accurately
Map all available fields from ERP Next document submissions straight into SmartBill invoices and proformas instead of typing basic data by hand. Your financial records capture complete context.
๐Ÿ””
Notify your finance team the moment an invoice is generated
Alert accounting staff or send confirmation emails immediately when SmartBill creates new invoices or payment collections from ERP Next triggers.
๐Ÿ”€
Route documents based on submitted field criteria
Generate standard invoices for regular orders while automatically creating proforma documents for larger enterprise submissions based on values in ERP Next.
๐Ÿ”„
Keep billing records up to date as documents change
When ERP Next documents are edited or updated, automatically trigger corresponding updates to invoice PDFs and records in SmartBill.
๐Ÿ”
Search and update leads instead of creating duplicates
Look up existing customer and lead records in ERP Next before creating new entries, ensuring your database remains clean and unfragmented.
๐Ÿ’ณ
Manage payment collections and document cancellations smoothly
Handle document cancellations in ERP Next by automatically recording payment collections or generating adjustment proformas in SmartBill.
๐ŸŒ
Extend your workflow to messaging and spreadsheet tools
Push invoice data into Google Sheets or send status updates to Slack channels the moment ERP Next triggers document processing in SmartBill.
And much more...

Who is ERP Next + SmartBill integration for?

Operations, finance, and sales teams use this integration to eliminate manual data entry, accelerate invoicing cycles, and maintain accurate enterprise records.

Financial analysts
Financial analysts
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Billing specialists
Billing specialists
Compliance officers
Compliance officers
๐Ÿ“ˆ
Financial analysts
You're reviewing revenue reports and billing figures in ERP Next, but your accounting records in SmartBill are delayed because invoices are created by hand, so the financial metrics you're reporting against are always lagging โ€” this integration means every submitted document generates an invoice instantly and your numbers stay current.
โšก
Sales managers
You need to convert enterprise leads into active billing accounts immediately, but manual handoffs between ERP Next and SmartBill mean deals sit waiting for paperwork, so clients experience frustrating delays before receiving their invoices โ€” with this integration, every approved document triggers instant invoicing and customer onboarding.
๐Ÿ“‹
Account executives
You answer to clients who expect prompt billing documents following every closed deal, but tracking submissions across disparate systems leads to missed paperwork and awkward follow-ups, so client trust is strained โ€” automating both apps means invoices and proformas go out right away without manual chasing.
๐Ÿ”„
Operations leads
The volume of daily orders and ERP document submissions is too high for anyone to keep up by hand, resulting in severe backlogs and missing billing records across platforms, so administrative errors pile up โ€” this integration means high-volume processing runs smoothly without manual intervention.
๐Ÿ‘ฅ
Billing specialists
You own the invoice creation step and depend on sales reps to hand over clean ERP Next records before you can bill clients, but incomplete data stalls your workflow, so invoicing cycles stretch out โ€” connecting these apps means structured lead and document data arrives ready for instant invoice generation.
๐Ÿ—‚๏ธ
Compliance officers
You need a reliable audit history of every transaction, but manual record-keeping between ERP Next and SmartBill leaves gaps in the document trail, so compliance checks become stressful โ€” automating both apps means every document submission and payment collection logs flawlessly in both systems.
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 + SmartBill

Build and manage your ERP Next + SmartBill 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 + SmartBill 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 โ€” 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
Thatโ€™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 SmartBill?
Frequently Asked Questions
You can connect ERP Next to SmartBill in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, Gmail, and Google Sheets.
Can I automatically create invoices in SmartBill when documents are submitted in ERP Next?
Frequently Asked Questions
Can I connect ERP Next, SmartBill, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and SmartBill?
Frequently Asked Questions
How does ERP Next handle document submissions with SmartBill?
Frequently Asked Questions
Can SmartBill send billing documents by email automatically?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and SmartBill?
Frequently Asked Questions
Is the ERP Next and SmartBill integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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