

ERP Next + Smartsheet Integration
Integrate ERP Next to Smartsheet in one click, or tell Integrately AI how you want each document handled. Track records, sync data, update sheets, alert your team, and trigger follow-ups automatically.
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Ready Workflows for ERP Next + Smartsheet Integration
Track documents, update Smartsheet rows, sync data, alert your team, and send follow-ups, 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 + Smartsheet flow
Extend your automation by syncing CRM records, notifying team channels, and logging financial data right after your core workflows run. Pick a combination and activate it in one click.


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Salesforce (5)
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Slack (5)
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QuickBooks Online (4)
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Gmail (4)
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Google Drive (4)
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HubSpot (4)
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Create a Smartsheet row from every new ERP Next document, and create a lead in Salesforce.
ERP Next documents appear in Smartsheet and Salesforce instantly, removing manual data entry.
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When an ERP Next document is updated, update the Smartsheet row and update the Salesforce lead.
Keep Smartsheet and Salesforce fully updated whenever ERP Next document details change.
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If an ERP Next document is submitted, add a Smartsheet row and create a Salesforce lead.
Submitted ERP Next documents automatically populate Smartsheet and create new Salesforce leads.
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Use Claude to evaluate every new ERP Next document, update Smartsheet, and create a Salesforce lead.
Claude evaluates incoming ERP Next documents before updating Smartsheet and Salesforce.
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When an ERP Next document is cancelled, update the Smartsheet row and update the Salesforce lead status.
Cancelled ERP Next documents instantly update your Smartsheet tracking and Salesforce records.
Supported triggers and actions for ERP Next and Smartsheet
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 → 
Smartsheet Triggers & Actions
What can you automate with ERP Next + Smartsheet?
Streamline your document tracking, eliminate manual data entry, and keep operational sheets perfectly synchronized with automated workflows.
🔄
Sync ERP Next documents to Smartsheet rows automatically
Capture every new document inserted in ERP Next and create a corresponding tracking row in Smartsheet without lifting a finger. Keep your operational spreadsheets completely up to date.
📋
Capture every submitted document field accurately
Map all available ERP Next document parameters into separate Smartsheet columns instead of basic summaries. Your tracking sheets become comprehensive sources for review and analysis.
🔔
Alert your team instantly when records arrive
Notify the right team members in Slack or email the moment an important ERP Next document is submitted or updated, ensuring rapid response times across departments.
🔀
Route records based on submitted field values
Apply conditional rules to send high-value documents to priority Smartsheet project boards while routing standard operational logs to general tracking sheets.
✏️
Keep Smartsheet updated as documents change
Automatically update existing Smartsheet rows whenever document details or status values are modified in ERP Next, preventing outdated information in your spreadsheets.
🔍
Search and update instead of creating duplicates
Check existing Smartsheet rows before adding new entries, ensuring that document revisions update existing records rather than cluttering your sheets with duplicate entries.
✅
Handle later status changes like approval or cancellation
Track document lifecycles from insertion to approval or cancellation, automatically updating your Smartsheet status columns when ERP Next records change states.
🔗
Extend your workflow to Slack and CRM tools
Connect your core ERP Next and Smartsheet flow with Slack, Salesforce, or HubSpot to notify sales channels and update customer profiles in a single multi-step pipeline.
And much more...
Who is ERP Next + Smartsheet integration for?
Operations managers, project leads, finance teams, and business owners who depend on ERP Next and Smartsheet can eliminate manual updates and keep their records accurate.
Operations Managers
Project Leads
Client Success Teams
Finance Specialists
Inventory Coordinators
Business Analysts
📈
Operations Managers
You're reviewing operational metrics in ERP Next but your planning sheet only updates when someone manually exports data, so your board counts are always hours behind — this integration means every new document populates your Smartsheet rows instantly and your operational data stays current.
⚡
Project Leads
You need to act fast on incoming project documents, but you find out about new client requests too late because team notifications are manual — automating both apps means every inserted ERP Next document appears in your tracking sheet instantly so you can assign tasks without delay.
🤝
Client Success Teams
You answer to external stakeholders who want to see daily project progress, but compiling status reports by hand wastes hours every week — connecting these apps means every updated ERP Next record feeds your Smartsheet tracker automatically for effortless client reporting.
📊
Finance Specialists
The volume of incoming financial documents is too high for anyone to keep up by hand, leading to missed reconciliation items in your spreadsheets — this integration means every submitted ERP Next invoice or order populates your Smartsheet database without manual data entry.
⚙️
Inventory Coordinators
You own the stock fulfillment step and depend on sales teams to hand over fulfillment orders from ERP Next, causing constant bottlenecks — automating both apps means every approved order flows straight into your Smartsheet inventory table the moment it is submitted.
🗂️
Business Analysts
You need a reliable audit history for compliance reviews but keep finding gaps in your manual logs when teams forget to update records — connecting these apps means every document change in ERP Next is recorded in Smartsheet with complete accuracy.

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 + Smartsheet
Build and manage your ERP Next + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Smartsheet 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
2
Connect Accounts
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Automation is ready
Connect ERP Next + Smartsheet Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect ERP Next to Smartsheet?
Connecting ERP Next and Smartsheet is simple with 1-click automations on Integrately. You can select a ready-made template or ask Integrately AI to build the workflow and map your fields. With 1,500+ connected apps including Slack, Salesforce, and QuickBooks Online, setting up your integration takes just minutes.
Can I automatically create Smartsheet rows when documents are inserted in ERP Next?
Can I connect ERP Next, Smartsheet, and Slack?
What is a good Zapier alternative for ERP Next and Smartsheet?
How does ERP Next data trigger Smartsheet updates?
Can Smartsheet updates reflect back in ERP Next records?
Do I need coding skills to automate ERP Next and Smartsheet?
Is the ERP Next and Smartsheet 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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