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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create Customer" in Zoho Books.

You’re connected!

Zapier seamlessly connects Exact Online and Zoho Books, automating your workflow.

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.

- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Expand Batch Numbers
- Expand Serial Numbers
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It

- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It

- Division
  Required
- Expand Account Details
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
Trigger
Instant
Try It
Create Warehouse Transfer
Creates a Warehouse Transfer in Exact Online
Action
Write
Create Address
Creates an Address in Exact Online.
Action
Write
Create Bank Entry
Creates a Bank Entry in Exact Online
Action
Write
Create Cash Entry
Creates a Cash Entry in Exact Online.
Action
Write
Create Cost Center
Creates a Cost Center in Exact Online
Action
Write
Create Credit Note From Sales Invoice
Creates a Credit Note from a Sales Invoice
Action
Write
Create Document
Creates a Document in Exact Online
Action
Write
Create General Journal Entry
Creates a General Journal Entry in Exact Online
Action
Write
Create Goods Delivery
Creates a Good Delivery in Exact Online
Action
Write
Create Opportunity
Creates an Opportunity in Exact Online
Action
Write
Create Project Classification
Creates a Project Classification in Exact Online
Action
Write
Create Purchase Invoice
Creates a Purchase Invoice in Exact Online
Action
Write
Create Purchase Order
Creates a Purchase Order in Exact Online
Action
Write
Create Sales Invoice
Creates a Sales Invoice in Exact Online.
Action
Write
Create Sales Entry
Create a Sales Entry in Exact Online
Action
Write
Create Sales Order
Creates a Sales Order in Exact Online.
Action
Write
Create Subscription
Creates a Subscription in Exact Online
Action
Write
Delete Account
Deletes an Account in Exact Online
Action
Write
Delete Sales Invoice
Deletes a Sales Invoice in Exact Online
Action
Write
Delete Sales Order
Deletes a Sales Order in Exact Online
Action
Write
Delete Subscription
Deletes a Subscription in Exact Online
Action
Write
Delete Webhook Subscription
Deletes a Webhook Subscription
Action
Write
Create Item
Creates a new Item in Exact Online.
Action
Write
Send Sales Invoice
Sends a Sales Invoice in Exact Online
Action
Write
Update Address
Updates an Address in Exact Online
Action
Write
Update Contact
Updates a Contact in Exact Online
Action
Write
Update Cost Unit
Updates a Cost Unit in Exact Online
Action
Write
Update Purchase Entry
Updates a Purchase Entry in Exact Online
Action
Write
Update Sales Order Line
Updates a Sales Order Line in Exact Online
Action
Write
Update Sales Order
Updates a Sales Order in Exact Online
Action
Write
Find Account
Finds an account in Exact Online.
Action
Search
Find Many Accounts
Finds many Accounts in Exact Online
Action
Search
- Division
  Required
- Timestamp
  Required
Action
Search
Find Bank Entry
Finds a Bank Entry in Exact Online.
Action
Search
Find Cost Center
Finds a Cost Center in Exact Online
Action
Search
- Status
  Required
Action
Search
Find General Ledger Account(s)
Finds one or multiple General Ledger Accounts in Exact Online
Action
Search
Find Goods Receipt Line
Finds a Goods Receipt Line in Exact Online
Action
Search
Find Item(s)
Finds one or multiple items in Exact Online.
Action
Search
Find Mail Message Sent
Finds a Sent Mail Message in Exact Online
Action
Search
Find Many Items
Finds many items in Exact Online
Action
Search
Find Many Sales Invoice Lines
Finds one or multiple Sales Invoice Lines in Exact Online
Action
Search
Find Opportunity
Finds an Opportunity in Exact Online
Action
Search
Find Project
Finds a Project in Exact Online
Action
Search
Find Purchase Entry
Finds a Purchase Entry in Exact Online
Action
Search
Find Purchase Entry Line
Finds a Purchase Entry Line in Exact Online
Action
Search
Find Quotation
Finds a Quotation in Exact Online
Action
Search
Find Sales Entry
Finds a Sales Entry in Exact Online
Action
Search
Find Sales Price List
Finds a Sales Price Lists in Exact Online
Action
Search
Find Sales Item Price
Finds a Sales Item Price in Exact Online
Action
Search
Find Sales Price List Linked Account
Finds a Sales Price List Linked Account in Exact Online
Action
Search
Find Subscription
Finds a Subscription in Exact Online
Action
Search
Find Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
Action
Search
Find or Create Address
Finds an address in Exact Online.
Action
Search or write
Find or Create Contact
Finds a Contact in Exact Online.
Action
Search or write
Find or Create Cost Unit
Finds a Cost Unit in Exact Online
Action
Search or write
Find or Create Goods Receipt
Finds a Goods Receipt in Exact Online
Action
Search or write
Find or Create Project
Finds a Project in Exact Online
Action
Search or write
Find or Create Purchase Invoice
Finds a Purchase Invoice in Exact Online
Action
Search or write
Find or Create Sales Entry
Finds a Sales Entry in Exact Online
Action
Search or write
Find or Create Sales Invoice
Finds a Sales Invoice in Exact Online
Action
Search or write
Find or Create Subscription
Finds a Subscription in Exact Online
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Full Line Items Name
  Required
- Full Line Item Rate
  Required
- Full Line Item Quantity
  Required
- Full Line Items Discount
- Full Line Items Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Full Line Items Name
  Required
- Full Line Items Description
- Full Line Item Rate
  Required
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
Action
Search

- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Expand Account Details
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Expand Account Details
- Expand Contact Details
- Event Type Note
Trigger
Instant
Try It
- Division
  Required
- Event Type Copy
Trigger
Instant
Try It
Create Purchase Entry
Creates a Purchase Entry in Exact Online
Action
Write
Create Account
Creates an account in Exact Online.
Action
Write
Create Bank Account
Creates a Bank Account in Exact Online
Action
Write
Create Bill of Material (Bom) Material
Creates a Bill of Material (BOM) Material
Action
Write
Create Contact
Creates a new contact in Exact Online.
Action
Write
Create Cost Unit
Creates a Cost Unit in Exact Online
Action
Write
Create Direct Debit Mandate
Creates a Direct Debit Mandate in Exact Online
Action
Write
Create Document Attachment
Creates a Document Attachment in Exact Online
Action
Write
Create Goods Receipt
Creates a Goods Receipt in Exact Online
Action
Write
Create Sales Invoice From Sales Order
Creates a Sales Invoice from a Sales Order in Exact Online
Action
Write
Create Project
Creates a Project in Exact Online
Action
Write
Create Project Time Transaction
Creates a Project Time Transaction in Exact Online.
Action
Write
Create Purchase Entry Line
Creates a Purchase Entry Line in Exact Online
Action
Write
Create Quotation
Creates a Quotation in Exact Online
Action
Write
Create Sales Invoice Line
Creates a Sales Invoice Line in Exact Online
Action
Write
Create Sales Item Price
Creates a Sales Item Price in Exact Online
Action
Write
Create Sales Order Line
Creates a Sales Order Line in Exact Online
Action
Write
Create WBS Activity
Creates a WBS Activity in Exact Online
Action
Write
Delete Contact
Deletes a Contact in Exact Online
Action
Write
Delete Sales Invoice Line
Deletes a Sales Invoice Line in Exact Online
Action
Write
Delete Sales Order Line
Deletes a Sales Order Line in Exact Online
Action
Write
Delete Subscription Line
Deletes a Subscription Line in Exact Online
Action
Write
- Download URL
  Required
Action
Write
Send Sales Order
Sends a Sales Order in Exact Online
Action
Write
Update Account
Updates an Account in Exact Online.
Action
Write
Update Bank Account
Updates a Bank Account in Exact Online
Action
Write
Update Cost Center
Updates a Cost Center in Exact Online
Action
Write
Update Opportunity
Creates an Opportunity in Exact Online
Action
Write
Update Purchase Order
Updates a Purchase Order in Exact Online
Action
Write
Update Sales Entry
Updates a Sales Entry in Exact Online
Action
Write
Find Profit Loss Overview
Finds the Profit Loss Overview in Exact Online
Action
Search
Find Account Classifications
Find Account Classifications in Exact Online.
Action
Search
Find Address
Finds an address in Exact Online.
Action
Search
Find Bank Account
Finds a Bank Account in Exact Online
Action
Search
Find Contact
Finds a Contact in Exact Online.
Action
Search
Find Cost Unit
Finds a Cost Unit in Exact Online
Action
Search
Find Document
Finds a Document in Exact Online
Action
Search
Find Goods Delivery
Finds a Goods Delivery in Exact Online
Action
Search
Find Goods Receipt
Finds a Goods Receipt in Exact Online
Action
Search
Find Item Group(s)
Finds one or multiple Item Groups in Exact Online
Action
Search
Find Many Contacts
Finds many Contacts in Exact Online
Action
Search
Find Many Quotations
Finds many Quotations in Exact Online
Action
Search
Find Many Sales Invoices
Finds one or multiple Sales Invoices in Exact Online
Action
Search
Find Payment
Finds a Payment in Exact Online
Action
Search
Find Project Time Transaction
Finds a Project Time Transaction in Exact Online
Action
Search
Find Purchase Invoice
Finds a Purchase Invoice in Exact Online
Action
Search
Find Purchase Order
Finds a Purchase Order in Exact Online
Action
Search
Find Receivable
Finds a Receivable in Exact Online
Action
Search
Find Sales Order Line
Finds a Sales Order Line in Exact Online
Action
Search
Find Sales Invoice
Finds a Sales Invoice in Exact Online
Action
Search
Find Sales Order
Finds a Sales Order in Exact Online
Action
Search
Find Sales Price List Volume Discount
Finds Sales Price List Volume Discounts in Exact Online
Action
Search
Find Transaction Line(s)
Finds one or multiple transaction lines in Exact Online.
Action
Search
Find or Create an Account
Finds an account in Exact Online.
Action
Search or write
Find or Create Bank Account
Finds a Bank Account in Exact Online
Action
Search or write
Find or Create Cost Center
Finds a Cost Center in Exact Online
Action
Search or write
Find or Create Goods Delivery
Finds a Goods Delivery in Exact Online
Action
Search or write
Find or Create Item
Finds one or multiple items in Exact Online.
Action
Search or write
Find or Create Purchase Entry
Finds a Purchase Entry in Exact Online
Action
Search or write
Find or Create Quotation
Finds a Quotation in Exact Online
Action
Search or write
Find or Create Sales Order Line
Finds a Sales Order Line in Exact Online
Action
Search or write
Find or Create Sales Order
Finds a Sales Order in Exact Online
Action
Search or write
Find or Create Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Full Line Items Name
  Required
- Full Line Items Description
- Full Line Item Quantity
  Required
- Full Line Item Rate
  Required
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Exact Online and Zoho Books 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.

Make work flow with AI

Level up your Exact Online to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Exact Online

Exact Online is a cloud-based accounting and ERP software tailored for SMEs, offering financial management, invoicing, and inventory tracking.

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Related categories

Accounting

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

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