ERP Next + Trello Integration

Integrate ERP Next to Trello in one click, or tell Integrately AI how you want each document handled. Create cards, update project stages, alert your team, and track workflows automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is updated in ERP Next Instant
  • 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
  • Trello
    Card is created in Trello
  • Trello
    Card is moved to list in Trello Instant
  • Trello
    Card is updated in Trello Instant
  • Trello
    Comment is added to a card in Trello
  • Trello
    Card is archived in Trello
  • Trello
    Label is added to card in Trello Instant
  • Trello
    Notification is created in Trello
  • Trello
    Checklist is created in Trello
  • Trello
    Activity is created in Trello Instant
  • Trello
    Member is added to card in Trello
  • Trello
    Board is added in Trello
  • Trello
    Label is created in Trello
  • Trello
    Attachments is added to card in Trello
  • Trello
    List is created in Trello
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
  • Trello
    Find card in Trello
  • Trello
    Get checklist item by id in Trello
  • Trello
    Find checklist item in Trello
  • Trello
    Get board by ID in Trello
  • Trello
    Get list by ID in Trello
  • Trello
    Get member by ID in Trello
  • Trello
    Get organization by ID in Trello
  • Trello
    Get label by ID in Trello
  • Trello
    Create card in Trello
  • Trello
    Update card in Trello
  • Trello
    Move card to list in Trello
  • Trello
    Add member to card in Trello
  • Trello
    Archive card in Trello
  • Trello
    Get attachments of card in Trello
  • Trello
    Get card by ID in Trello
  • Trello
    Create board in Trello
  • Trello
    Search board in Trello
  • Trello
    Copy board in Trello
  • Trello
    Close board in Trello
  • Trello
    Create checklist Item in Trello
  • Trello
    Add attachment to card in Trello
  • Trello
    Complete checklist Item in card in Trello
  • Trello
    Search list on board in Trello
  • Trello
    Create custom field in Trello
  • Trello
    Assign member to board in Trello
  • Trello
    Search member in Trello
  • Trello
    Add checklist to card in Trello
  • Trello
    Find checklist in Trello
  • Trello
    Delete checklist in card in Trello
  • Trello
    Create list in Trello
  • Trello
    Create comment in Trello
  • Trello
    Add label to card in Trello
  • Trello
    Add existing label to card in Trello
  • Trello
    Remove label in Trello
  • Trello
    Add label to board in Trello
  • Trello
    Find label on board in Trello

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Ready WorkflowsReady Workflows   for ERP Next + Trello Integration

Capture documents, create cards, keep project boards updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’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 + Trello flow

Teams often want to sync records with team chat, store documents, or log financial data after boards update. Pick a combination and activate it in one click.

ERP Next
Trello
+
SlackSlack (4)
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
E
T
S
Add every new ERP Next document to your Trello board, and notify your sales channel in Slack
New ERP Next documents appear as Trello cards instantly and your team hears about it in Slack, eliminating manual tracking.
E
T
S
When an ERP Next document is submitted, update the matching Trello card and post an update in Slack
Submitted ERP Next documents update your Trello boards automatically and notify Slack, keeping teams informed in real time.
E
T
S
If an ERP Next document is cancelled, archive the Trello card and alert your operations channel in Slack
Cancelled ERP Next documents automatically archive Trello cards and notify your team on Slack so nothing falls through the cracks.
E
T
C
S
Use Claude to summarise every new ERP Next document, create a Trello card, and notify your team in Slack
Claude summarises new ERP Next documents before creating a Trello card and posting the brief in Slack.

Supported triggers and actions for ERP Next and Trello

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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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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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
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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Trello
Trello Triggers & Actions
Card is created in Trello
Triggers the automation when a card is archived
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Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
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Instant
Card is updated in Trello
Triggers the automation when a card is updated
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Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
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Card is archived in Trello
Triggers the automation when a card is archived
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Instant
Label is added to card in Trello
Triggers the automation when any card is labelled
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Notification is created in Trello
Triggers the automation when a notification is created
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Checklist is created in Trello
Triggers the automation when a new checklist is created
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Instant
Activity is created in Trello
Triggers the automation when a new activity is created
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Member is added to card in Trello
Triggers the automation when a member is assigned to a card
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Board is added in Trello
Triggers the automation when a new board is added
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Label is created in Trello
Triggers the automation when a new label is created
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Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
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List is created in Trello
Triggers the automation when a new list is created
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Find card in Trello
Locates a card within the application
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Get checklist item by id in Trello
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Find checklist item in Trello
Searches and locates a item in the checklist
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Get board by ID in Trello
Retrieve board by ID
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Get list by ID in Trello
Retrieve list by ID
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Get member by ID in Trello
Retrieve member by ID
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Get organization by ID in Trello
Retrieve organization by ID
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Get label by ID in Trello
Retrieve label by ID
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Create card in Trello
Generates a new card for a task
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Update card in Trello
Updates the information on the selected card
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Move card to list in Trello
Relocates a particular card to a list
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Add member to card in Trello
Assigns a team member to a task card
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Archive card in Trello
Move card to an archive section for future reference
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Get attachments of card in Trello
Retrieves attachments associated with a card
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Get card by ID in Trello
Retrieves a card using its id
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Create board in Trello
Generates a new board
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Search board in Trello
Searches for a board
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Copy board in Trello
Duplicate the entire content of the current board
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Close board in Trello
Close an existing board
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Create checklist Item in Trello
Generates a checklist item in a particular checklist
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Add attachment to card in Trello
Adds an attachment to a card in the particular project or board
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Complete checklist Item in card in Trello
Mark a checklist item as complete in a card
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Search list on board in Trello
Searches for a list in a board
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Create custom field in Trello
Creates a new marketing campaign
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Assign member to board in Trello
Adds a member to a designated board
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Search member in Trello
Searches for a member with
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Add checklist to card in Trello
Adds a checklist with tasks to a card
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Find checklist in Trello
Locate and access a predefined checklist with
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Delete checklist in card in Trello
Removes the entire checklist from the particular card
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Create list in Trello
Generates a new list
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Create comment in Trello
Generates a new comment
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Add label to card in Trello
Adds a label to a card in the particular list
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Add existing label to card in Trello
Adds an existing label to a card
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Remove label in Trello
Removes a label
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Add label to board in Trello
Creates a label on a board
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Find label on board in Trello
Locate and extract label information from a board
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What can you automate with ERP Next + Trello?

Streamline your document management and project tracking by connecting ERP Next and Trello for seamless automated workflows.

What you can automate?
🔄
Sync ERP Next documents to Trello cards automatically
Every time a document is inserted or updated in ERP Next, a corresponding card is created or updated in Trello without manual intervention.
📋
Capture every submitted document detail
Map all available ERP Next document fields directly into Trello card descriptions and checklists for complete context.
📢
Alert your team instantly on status changes
Notify team members in chat channels the moment ERP Next documents are submitted or Trello cards move to review.
🔀
Route tasks based on document fields
Send high-priority ERP Next documents to urgent Trello lists while routine items go to standard workflows.
📝
Keep project boards up to date
Reflect ERP Next status modifications immediately across your Trello project boards and tracking lists.
🔍
Prevent duplicate task creation
Search existing Trello cards before creating new ones to maintain clean, clutter-free project workspaces.
Handle cancellations and status updates
Automatically archive Trello cards or mark them complete when ERP Next documents are cancelled or submitted.
💬
Extend workflows to team chat
Connect ERP Next and Trello with Slack to automatically notify your team when documents and boards update.
And much more...

Who is ERP Next + Trello integration for?

Operations managers, project leads, finance teams, and business owners depend on ERP Next and Trello integration to keep records and task boards perfectly synchronised.

Operations managers
Operations managers
Project leads
Project leads
Client service teams
Client service teams
Manufacturing coordinators
Manufacturing coordinators
Account executives
Account executives
Compliance officers
Compliance officers
📈
Operations managers
You track business workflows and documents in ERP Next, but your Trello boards are always out of sync because updates are logged by hand — with this integration, every document change instantly updates your visual workflow.
Project leads
You need to act fast when new ERP Next documents arrive, but manual card creation means your team finds out too late — automating both apps means every document instantly creates a Trello card so nothing slips.
🤝
Client service teams
You answer to stakeholders who want to see live project progress, but your ERP Next records and Trello boards never match — connecting these apps means every status update flows straight to your boards.
🏭
Manufacturing coordinators
The volume of ERP Next inventory and sales documents is too high for anyone to keep up with by hand, leading to missed tasks — this integration means every document immediately populates your Trello workspace.
📋
Account executives
You depend on upstream colleagues to hand over ERP Next records before you can start work, but manual handovers stall delivery — automating both apps means every new document instantly triggers your Trello cards.
🗂️
Compliance officers
You need a reliable audit history of business documents and project boards, but manual logging leaves major gaps — with this integration, every document transaction and board update is captured seamlessly.
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 + Trello

Build and manage your ERP Next + Trello 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 + Trello 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 — 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
That’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 Trello?
Frequently Asked Questions
You can connect ERP Next to Trello in 1 click using ready automation templates on Integrately. Choose from popular flows or ask Integrately AI to build your custom setup instantly.
Can I automatically create Trello cards from new ERP Next documents?
Frequently Asked Questions
Can I connect ERP Next, Trello, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Trello?
Frequently Asked Questions
How do ERP Next document updates sync with Trello cards?
Frequently Asked Questions
Can I archive Trello cards when ERP Next documents are cancelled?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Trello?
Frequently Asked Questions
Is the ERP Next and Trello integration free?
Frequently Asked Questions
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