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Exact Online
Exact Online
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
Exact Online
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Account" from Exact Online.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Expand Batch Numbers
- Expand Serial Numbers
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Expand Account Details
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Create Warehouse Transfer
Creates a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Address
Creates an Address in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Bank Entry
Creates a Bank Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Cash Entry
Creates a Cash Entry in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Cost Center
Creates a Cost Center in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Credit Note From Sales Invoice
Creates a Credit Note from a Sales Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document
Creates a Document in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create General Journal Entry
Creates a General Journal Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Goods Delivery
Creates a Good Delivery in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Opportunity
Creates an Opportunity in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project Classification
Creates a Project Classification in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Purchase Invoice
Creates a Purchase Invoice in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Purchase Order
Creates a Purchase Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Invoice
Creates a Sales Invoice in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Entry
Create a Sales Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Order
Creates a Sales Order in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Subscription
Creates a Subscription in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Account
Deletes an Account in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Sales Invoice
Deletes a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Sales Order
Deletes a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Subscription
Deletes a Subscription in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Webhook Subscription
Deletes a Webhook Subscription
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Item
Creates a new Item in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Send Sales Invoice
Sends a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Address
Updates an Address in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Updates a Contact in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Cost Unit
Updates a Cost Unit in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Purchase Entry
Updates a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Sales Order Line
Updates a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Sales Order
Updates a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Account
Finds an account in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Many Accounts
Finds many Accounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- TimestampRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Bank Entry
Finds a Bank Entry in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Cost Center
Finds a Cost Center in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - StatusRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find General Ledger Account(s)
Finds one or multiple General Ledger Accounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Goods Receipt Line
Finds a Goods Receipt Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Item(s)
Finds one or multiple items in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Mail Message Sent
Finds a Sent Mail Message in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Many Items
Finds many items in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Many Sales Invoice Lines
Finds one or multiple Sales Invoice Lines in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Opportunity
Finds an Opportunity in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Project
Finds a Project in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Entry
Finds a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Entry Line
Finds a Purchase Entry Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Quotation
Finds a Quotation in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Entry
Finds a Sales Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Price List
Finds a Sales Price Lists in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Item Price
Finds a Sales Item Price in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Price List Linked Account
Finds a Sales Price List Linked Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription
Finds a Subscription in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Address
Finds an address in Exact Online.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Contact
Finds a Contact in Exact Online.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Cost Unit
Finds a Cost Unit in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Goods Receipt
Finds a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Project
Finds a Project in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Purchase Invoice
Finds a Purchase Invoice in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Sales Entry
Finds a Sales Entry in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Sales Invoice
Finds a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Subscription
Finds a Subscription in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - New Account
Triggers when you add a new account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Emailed
Triggers when an invoice is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill Payment
Triggers when a new bill paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deposit
Triggers when a there is a new deposit.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Journal Entry
Triggers when a new journal entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund Receipt
Triggers when there is a new refund receipt.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier Credit
Triggers when a new supplier credit is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Credit Memo
Triggers when a credit memo is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Estimate
Triggers when an existed estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - VendorRequired
- Bill Number
- Line_item
- Line_description
- AmountRequired
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Line_item
- Line_description
- Qty
- Unit Price
- AmountRequired
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary Email Address
- Given NameRequired
- Family NameRequired
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Display_name
- Title
- First Name
- Middle name
- Family NameRequired
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payee_typeRequired
- Payment_typeRequired
- AccountRequired
- Payment Date
- Payment_method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
- Tax_code
- Total_tax
- Tax_calculation
- Department
- Location
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Date
- Journal_number
- Auto Generate Journal Entry Number
- AccountRequired
- Debit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange Rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Purchase Order Status
- Mailing_address
- Shipping_address
- Payment Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales_receiptRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bill IDRequired
- Vendor
- AP Account
- Transaction Date
- Due Date
- Line ID
- Amount
- Description
- Account
- Customer
- Class
- Tax Code
- Billable Status
- Currency
- Exchange Rate
- Private Note
- Global Tax Calculation
- Total Amount
- Sales Terms
- Department
- Document Number
- Include in Annual TPAR
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Customer
- Transaction Date
- Ship Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Print Status
- Email Status
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Document Number
- Accepted By
- Accepted Date
- Exchange Rate
- Department
- Apply Tax After Discount
- Private Note
- Customer Memo
- Expiration Date
- Transaction Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product/Service
- Name
- Type
- SKU
- Sales Tax Included
- Sales Tax Code
- Class
- Source
- Purchase Tax Included
- Description
- Sub Item
- Taxable
- Purchase Description
- Active
- Purchase Cost
- Unit Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Receipt IDRequired
- Customer
- Transaction Date
- Ship Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To AccountRequired
- Payment Method
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Tracking Number
- Class
- Department
- Private Note
- Customer Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Estimate IdRequired
- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Estimate IdRequired
- Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Full NameRequired
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Full NameRequired
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display_name
- Title
- First Name
- Middle name
- Family NameRequired
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ByRequired
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange Rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Expand Account Details
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Expand Account Details
- Expand Contact Details
- Event Type Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DivisionRequired
- Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Create Purchase Entry
Creates a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Account
Creates an account in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Bank Account
Creates a Bank Account in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Bill of Material (Bom) Material
Creates a Bill of Material (BOM) Material
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Contact
Creates a new contact in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Cost Unit
Creates a Cost Unit in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Direct Debit Mandate
Creates a Direct Debit Mandate in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document Attachment
Creates a Document Attachment in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Goods Receipt
Creates a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Invoice From Sales Order
Creates a Sales Invoice from a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project
Creates a Project in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project Time Transaction
Creates a Project Time Transaction in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Purchase Entry Line
Creates a Purchase Entry Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Quotation
Creates a Quotation in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Invoice Line
Creates a Sales Invoice Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Item Price
Creates a Sales Item Price in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sales Order Line
Creates a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create WBS Activity
Creates a WBS Activity in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Contact
Deletes a Contact in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Sales Invoice Line
Deletes a Sales Invoice Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Sales Order Line
Deletes a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Delete Subscription Line
Deletes a Subscription Line in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Download URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Sales Order
Sends a Sales Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Account
Updates an Account in Exact Online.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Bank Account
Updates a Bank Account in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Cost Center
Updates a Cost Center in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Opportunity
Creates an Opportunity in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Purchase Order
Updates a Purchase Order in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Sales Entry
Updates a Sales Entry in Exact Online
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Profit Loss Overview
Finds the Profit Loss Overview in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Account Classifications
Find Account Classifications in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Address
Finds an address in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Contact
Finds a Contact in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Cost Unit
Finds a Cost Unit in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Document
Finds a Document in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Goods Delivery
Finds a Goods Delivery in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Goods Receipt
Finds a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Item Group(s)
Finds one or multiple Item Groups in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Many Contacts
Finds many Contacts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Many Quotations
Finds many Quotations in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Many Sales Invoices
Finds one or multiple Sales Invoices in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Payment
Finds a Payment in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Project Time Transaction
Finds a Project Time Transaction in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Invoice
Finds a Purchase Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Order
Finds a Purchase Order in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Receivable
Finds a Receivable in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Order Line
Finds a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Invoice
Finds a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Order
Finds a Sales Order in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Price List Volume Discount
Finds Sales Price List Volume Discounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Transaction Line(s)
Finds one or multiple transaction lines in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create an Account
Finds an account in Exact Online.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Cost Center
Finds a Cost Center in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Goods Delivery
Finds a Goods Delivery in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Item
Finds one or multiple items in Exact Online.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Purchase Entry
Finds a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Quotation
Finds a Quotation in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Sales Order Line
Finds a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Sales Order
Finds a Sales Order in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when you add a new customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when you add a new estimate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Credit Memo
Triggers when a new credit memo is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time Entry
Triggers when a new time entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Receipt
Triggers when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Bill
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Attachment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Exchange Rate
- Global_tax_calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deposit To AccountRequired
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- AmountRequired
- AccountRequired
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- AmountRequired
- Service_date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Bill Number
- Line_amountRequired
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Tax_calculation
- Transaction Date
- Expiration_date
- Ship Date
- Message displayed on estimate
- Billing_address
- Billing Address City
- Billing Address Country
- Billing Address Postal Code
- Billing Address State/Province
- Shipping_address
- Shipping Address City
- Shipping Address Country
- Shipping Address Postal Code
- Shipping Address State/Province
- Shipping amount
- Bill Email
- Send Later?
- Discount_value
- Discount_percent
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Private Note
- Transaction Status
- Apply Tax After Discount
- Print Status
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Attachment TypeRequired
- Full NameRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Helptext_line_amount
- Line_amountRequired
- Line_item_tax_code
- Class
- Add Bundle Item to invoice?
- Message displayed on estimate
- Memo
- Project ID
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Deposit To Account
- Class
- Department
- Location
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amountRequired
- Line Linked Invoice
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Refund_fromRequired
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
- AmountRequired
- Service_date
- Description
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Company
- Email
- Title
- First Name
- Middle name
- Family NameRequired
- Suffix
- Display_name
- Phone
- Mobile
- Fax
- Other
- Website
- Print_on_check_as
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption_details
- Job/Parent Customer
- Active
- Customer_type
- Preferred_payment_method
- Taxable
- Tax_code
- Tax Registration Number
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amountRequired
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase IDRequired
- Vendor/Customer/Employee
- Payment TypeRequired
- Account
- Transaction Date
- Payment Method
- Document Number
- Private Note
- Total Amount
- Department
- Transaction Location Type
- Currency
- Exchange Rate
- Global Tax Calculation
- Tax Code
- Total Tax
- Detail Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IdRequired
- Title
- First Name
- Middle name
- Suffix
- Family NameRequired
- Email
- Display_name
- Fax
- Business Number
- Currency Code
- Currency Name
- Mobile Phone Number
- Primary Phone Number
- Alternate Phone Number
- Active
- Vendor 1099
- Cost Rate
- Billing Rate
- Web Address
- Company
- Tax Identifier
- Account Number
- Print On Check Name
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__country
- Address__zip_code
- Balance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Transaction Date
- Purchase Order Number
- Currency
- Exchange Rate
- Location
- Department
- Tax_calculation
- Memo
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Attachment TypeRequired
- Line ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate IdRequired
- Doc Number
- Customer Name
- Transaction Date
- Total Amount
ActionThis is an event a Zap performs.SearchFind existing data in your app- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Purchase IDRequired
- Doc Number
- Vendor ID
- Vendor Name
- Transaction Date
- AmountRequired
- Payment Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Bill Number
- Invoice ID
- Invoice Date
- Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Estimate IdRequired
- Display Name
- Primary Email Address
- Given NameRequired
- Family NameRequired
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Full NameRequired
- SKU
- Attachment TypeRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Customers have created over 25 million Zaps on the platform
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Connect Exact Online and QuickBooks Online to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate QuickBooks Online on the Zapier blog
Exact Online is a cloud-based accounting and ERP software tailored for SMEs, offering financial management, invoicing, and inventory tracking.
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