ERP Next + Tars Integration
Integrate ERP Next to Tars in one click, or tell Integrately AI how you want each lead handled. Capture visitor queries, create leads in ERP Next, update your CRM, and alert your sales team automatically.
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
Conversation is started with chatbot in Tars 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
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Ready Workflows for ERP Next + Tars Integration
Capture visitor conversations, create ERP Next leads, organise customer details, alert your sales team, and trigger 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 + Tars flow
Teams often need to route chatbot conversations to CRMs, sync customer details across spreadsheets, and notify sales channels instantly. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
HubSpot (4)
HubSpot (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Google Sheets (4)
Google Sheets (4) +
Stripe (4)
Stripe (4) T
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S
Create an ERP Next lead from every Tars chatbot conversation, and add a customer in Shopify.
Every new visitor conversation in Tars automatically creates a lead in ERP Next and a customer profile in Shopify, removing manual data entry.
T
S
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Add a Shopify customer whenever a conversation starts in Tars, and update the lead in ERP Next.
Sync chatbot interactions directly with Shopify and ERP Next to keep customer records unified from the first touchpoint.
T
S
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Create a Shopify customer from every Tars conversation, and add an issue in ERP Next.
Log support issues in ERP Next and create customer accounts in Shopify automatically from incoming Tars chats.
T
E
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Search for a lead in ERP Next when a Tars conversation begins, and create a Shopify customer.
Check existing ERP Next records before creating new Shopify customer entries from incoming chatbot chats.
Supported triggers and actions for ERP Next and Tars
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 → Tars Triggers & Actions
Instant
Conversation is started with chatbot in Tars
Triggers the automation when a new conversation is initiated with a chatbot
Try it → What can you automate with ERP Next + Tars?
Transform chatbot interactions into actionable ERP Next leads, customer records, and support issues instantly without manual data entry.
💬
Capture chatbot conversations as ERP Next leads
Every time a visitor starts a conversation with your Tars chatbot, this automation instantly creates a corresponding lead in ERP Next, capturing contact details and initial queries without manual copy-pasting.
📝
Record every custom field and visitor response
Map specific chatbot answers and custom form inputs directly into ERP Next fields instead of capturing just a basic name and email, ensuring your sales team has complete context.
🔔
Alert your team the moment a lead arrives
Notify your sales or support staff instantly via Slack or email whenever a high-intent conversation starts in Tars, ensuring rapid response times for hot prospects.
🔀
Route leads based on specific visitor inputs
If a chatbot user selects a specific product interest or budget tier, automatically assign the resulting ERP Next lead to the appropriate department or sales rep.
🔄
Keep ERP Next records updated as interactions evolve
Automatically update existing lead profiles in ERP Next whenever returning visitors provide new information or update their preferences during subsequent Tars chats.
🔍
Prevent duplicate entries with intelligent search
Search for existing records in ERP Next before creating new entries, updating current customer profiles instead of cluttering your database with duplicates.
⚙️
Manage document status changes seamlessly
Automatically update lead statuses, customer accounts, or submitted documents in ERP Next when chatbot workflows reach specific completion milestones.
🔗
Extend your workflow to Slack or Google Sheets
Trigger multi-step automations that send chat summaries to Google Sheets or post instant notifications in Slack alongside your ERP Next updates.
And much more...
Who is ERP Next + Tars integration for?
Connecting ERP Next and Tars streamlines lead capture and customer data management for teams that rely on chatbot engagement and robust ERP tracking.
Financial analysts
Sales teams
Project managers
Customer support leads
Inventory managers
CRM administrators
📈
Financial analysts
You manage accounting records in ERP Next but struggle with delayed visitor insights from Tars, so your revenue reports are always missing immediate pipeline data — with this integration, every new chatbot lead updates your accounts instantly and your financial metrics stay accurate.
🎯
Sales teams
You qualify inbound prospects through Tars chats while tracking pipeline stages in ERP Next, but manual entry delays follow-ups until leads go cold — automating both apps means every conversation instantly creates a new lead in ERP Next so your reps can close deals faster.
📋
Project managers
You log client onboarding details in ERP Next after initial chatbot interactions, but communication gaps leave stakeholders waiting for updates — this integration means every chatbot submission feeds straight into your system for seamless status tracking.
🎧
Customer support leads
You handle high volumes of inquiries through Tars chats and log issues in ERP Next, but high ticket volumes cause details to slip through the cracks — automating both apps means every customer query automatically generates an issue in ERP Next without manual bottlenecks.
📦
Inventory managers
You update stock levels in ERP Next based on customer requests collected via Tars, but manual record-keeping leads to mismatched inventory counts — with this integration, every customer order and query updates your ERP records in real time.
🗂️
CRM administrators
You maintain customer databases in ERP Next while gathering initial contact data through Tars chats, but manual data transfers create persistent gaps in your contact history — automating both apps means every chatbot interaction creates a clean, complete record in your ERP.
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 + Tars
Build and manage your ERP Next + Tars automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Tars 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 + Tars Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Tars?
You can connect ERP Next to Tars easily using 1-click automation templates and Integrately AI. With 42,000+ active users and 1,500+ integrations, you can set up workflows involving Shopify, HubSpot, Slack, Gmail, Google Sheets, and Stripe in minutes without coding.
How can I automatically turn Tars chatbot conversations into ERP Next leads?
Can I connect ERP Next, Tars, and Slack?
What is a good Zapier alternative for ERP Next and Tars?
How does ERP Next handle new records created from chatbot interactions?
Can Tars trigger automated workflows when a visitor starts a conversation?
Do I need coding skills to set up ERP Next and Tars automations?
Is the ERP Next and Tars integration free?
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