Airtable + Exact Online
Manage new or updated Exact Online quotations by creating or updating records in Airtable
Streamline your workflow with this integration between Exact Online and Airtable. When a new or updated quotation emerges in Exact Online, a corresponding record is immediately created or updated in Airtable. This automatic connection helps your team keep track of changes without any manual data entry, leading to increased efficiency and reduced errors.
Streamline your workflow with this integration between Exact Online and Airtable. When a new or updated quotation emerges in Exact Online, a corresponding record is immediately created or updated in Airtable. This automatic connection helps your team keep track of changes without any manual data entry, leading to increased efficiency and reduced errors.
- When this happens...
New or Updated QuotationTriggers when a Quotation is created or updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update RecordFind and update an existing record, or create a new one.
ActionWriteCreate a new record or update an existing record in your app.
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DivisionRequired
Receive Updates on Deleted Accounts
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Bank Entries
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Expand Batch Numbers
Expand Serial Numbers
Receive Updates on Deleted Goods Deliveries
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Opportunities
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Purchase Entries
Include Purchase Order Credit Lines
Info on Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Expand Account Details
Receive Updates on Deleted Quotations
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Expand Account Details
Expand Contact Details
Receive Updates on Deleted Sales Invoices
Event Type Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Subscriptions
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Journal (Code)Required
Supplier (ID)Required
Description
Document (ID)
Currency (Code)
Entry Number
Due Date
Entry Date
Invoice Number
Payment Reference
Payment Condition (Code)
Order Number
Reversal
Your Ref
Reporting Period
Reporting Year
General Ledger Account (ID)Required
Amount FCRequired
VAT (Code)
Quantity
From
To
Cost Center (Code)
Cost Unit (Code)
Description
Project (ID)
Serial Number
Asset (ID)
Notes
VAT Amount FC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Status
NameRequired
Code
Email address
Phone
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Language (Code)
Chamber Of Commerce
VAT-Number
Sales VAT Code
Invoice Account (ID)
Shipping Method (ID)
Price List (ID)
Is Sales
Is Supplier
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Search Code
Account Manager (ID)
Remarks
Show Address ID in Output
CopyContact
Contact First Name
Contact Middle Name
Contact Last Name
Contact Email address
Contact Phone
Contact Mobile
Contact Notes
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.DivisionRequired
Bank Journal (Code)Required
Bank General Ledger Account (Code)Required
DescriptionRequired
Currency (Code)
Entry Number
Opening Balance FC
Closing Balance FC
DateRequired
Counterparty General Ledger Account (Code)Required
Account (Code)Required
Description
Amount FCRequired
VAT (Code)
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Opening Balance FC
Closing Balance FC
Currency (Code)
Financial Period
Financial Year
Journal (Code)Required
Account (ID)
Amount FCRequired
Amount VAT FC
Asset (ID)
Cost Center
Cost Unit
Date
Description
General Ledger Account (ID)Required
Document (ID)
Exchange Rate
Our Ref
Project (ID)
Quantity
VAT (Code)
Extra remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Account (ID)Required
First Name
Middle Name
Last Name
Email address
Phone
Mobile
Is Mailing Excluded
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
CodeRequired
DescriptionRequired
End Date
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.DivisionRequired
Document (ID)Required
File NameRequired
AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Journal (Code)Required
Currency (Code)
Entry Number
Exchange Rate
Financial Period
Financial Year
General Ledger Account (ID)Required
Account (ID)
Amount FC
Amount VAT FC
Asset (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Description
Document (ID)
Our Ref
Quantity
VAT (Code)
Project (ID)
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Delivery DateRequired
Description
Tracking Number
Shipping Method (ID)
Remarks
Sales Order Line (ID)Required
Description
Quantity DeliveredRequired
Tracking Number
Batch Number (ID)
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Name
Account (ID)
Contact (ID)
Owner (ID)
Reason (ID)
Lead Source (ID)
Project (ID)
Opportunity Stage (ID)
Campaign (ID)
Sales Type (ID)
Action Date
Next Action
Currency (Code)
Amount DC
Amount FC
Rate FC
Close Date
Probability
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
DescriptionRequired
CodeRequired
Use Employee Cost Center and Cost Unit
Cost Center (Code)
Cost Unit (Code)
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.DivisionRequired
Type
Description
Order Number
Order Date
Payment Reference
Your Ref
Currency (Code)
JournalRequired
Ordered ByRequired
Ordered By Contact Person
Invoice To
Invoice To Contact Person
Deliver To
Deliver To Contact Person
Deliver To Address
Warehouse
Payment Condition
Document (ID)
Remarks
ItemRequired
Description
Quantity
Unit Price
Net Price
Cost Center
Cost Unit
General Ledger Account
Unit (Code)
VAT (Code)
Delivery Date
Start Time
End Time
Extra notes
Project
Print Sales Invoice
Document Layout
Email Layout
Send Email To Customer
Sender Email Address
Invoice Date
Reporting Period
Reporting Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Journal (Code)Required
Customer (ID)Required
Description
Batch Number
Currency (Code)
Document (ID)
Due Date
Entry Date
Entry Number
External Link Reference
G Account Amount FC
Invoice Number
Is Extra Duty
Order Number
Payment Condition (Code)
Payment Reference
Process Number
Rate
Reporting Period
Reporting Year
Reversal
Your Ref
Amount FCRequired
General Ledger Account (ID)Required
Description
Project (ID)
Quantity
Serial Number
Asset (ID)
VAT (Code)
From
To
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Order Number
Order Date
Description
Payment Reference
Shipping Method
Your Ref
Currency (Code)
Ordered By (ID)Required
Ordered By Contact Person (ID)
Invoice To (ID)
Invoice To Contact Person (ID)
Deliver To (ID)
Deliver To Contact Person (ID)
Delivery Address (ID)
Warehouse (ID)
Delivery Date
Item (ID)Required
Description
Quantity
Cost Center
Cost Unit
Unit Price
Unit (Code)
Discount
Delivery Date
Extra notes
Full details in output
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Subscription Type (ID)Required
DescriptionRequired
Ordered ByRequired
Ordered By Contact Person (ID)
Invoice To (ID)
Invoice To Contact Person (ID)
Currency (Code)
Invoice Day
Start Date
End Date
Invoicing Start Date
Notes
Line Type (ID)
Description
Item (ID)Required
Quantity
Unit Price
Net Price
From Date
To Date
VAT (Code)
Unit (Code)
Cost Center (Code)
Cost Unit (Code)
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.DivisionRequired
WebhookRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Item (ID)Required
Unit (ID)Required
Supplier (ID)Required
Purchase Unit (Code)Required
Main Supplier
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Order (ID)Required
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Account (ID)Required
Status
Code
Name
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Language (Code)
Chamber Of Commerce
VAT-Number
Email address
Phone
Sales VAT Code
Shipping Method (ID)
Price List (ID)
Is Sales
Is Supplier
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Search Code
AccountManager (ID)
Remarks
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.DivisionRequired
Cost Center (ID)Required
Description
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Opportunity (ID)Required
Name
Account (ID)
Contact (ID)
Owner (ID)
Lead Source (ID)
Reason (ID)
Project (ID)
Campaign (ID)
Opportunity Stage (ID)
Sales Type (ID)
Action Date
Next Action
Close Date
Amount DC
Amount FC
Rate FC
Currency (Code)
Probability
Notes
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 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.DivisionRequired
Sales Order (ID)Required
Order Number
Order Date
Description
Payment Reference
Your Ref
Currency (Code)
Ordered By Contact Person
Deliver To Contact Person
Delivery Address
Warehouse (ID)
Delivery Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Account (ID)
Name
Code
Email address
Phone
Chamber Of Commerce
VAT Number
Is Sales
Is Supplier
Search Code
Legacy Mode
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Accounts
Finds many Accounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Address
Finds an address in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Status
Created
Info on timeframe
Created (From)
Created (Until)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact
Finds a Contact in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Cost Unit
Finds a Cost Unit in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Document
Finds a Document in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Goods Delivery
Finds a Goods Delivery in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Goods Receipt
Finds a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Item Group(s)
Finds one or multiple Item Groups in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Contacts
Finds many Contacts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Quotation (ID)
Quotation Number
Status
Quotation Date From
Quotation Date Until
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Many Sales Invoices
Finds one or multiple Sales Invoices in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Payment
Finds a Payment in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Project Time Transaction
Finds a Project Time Transaction in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Purchase Entry
Finds a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Purchase Entry Line
Finds a Purchase Entry Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Quotation (ID)
Quotation Number
Description
Created From
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Entry
Finds a Sales Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Price List
Finds a Sales Price Lists in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Item Price
Finds a Sales Item Price in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind 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 appDivisionRequired
Item (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Transaction Line (ID)
Description
General Ledger Account (ID)
Cost Center (Code)
Cost Unit (Code)
Financial Period
Financial Year
Transaction Type
Load All Results
Info on Skip Token
Skip Token
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Financial Year
Financial Period
Info on Timerange
Entry Date (From)
Entry Date (Until)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account (ID)Required
Contact (ID)
Type
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Main
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Account (ID)Required
First Name
Middle Name
Last Name
Email address
Phone
Mobile
Is Mailing Excluded
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
CodeRequired
DescriptionRequired
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind 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 foundDivisionRequired
Project (ID)
Code
Type
Account (ID)
Created
TypeRequired
DescriptionRequired
Code
Budget Type (ID)
Account (ID)
Account Contact (ID)
Payment Condition (Code)
Classification (ID)
Start Date
End Date
Sales Time Quantity
Fixed Price Item (ID)
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Journal (Code)Required
Supplier (ID)Required
Description
Document (ID)
Currency (Code)
Entry Number
Due Date
Entry Date
Invoice Number
Payment Reference
Payment Condition (Code)
Order Number
Reversal
Your Ref
Reporting Period
Reporting Year
General Ledger Account (ID)Required
Amount FCRequired
VAT (Code)
Quantity
From
To
Cost Center (Code)
Cost Unit (Code)
Description
Project (ID)
Serial Number
Asset (ID)
Notes
VAT Amount FC
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Quotation (ID)
Quotation Number
Description
Created From
Quotation Date
Due Date
Your Ref
Order Account (ID)Required
Order Account Contact (ID)
Invoice Account (ID)
Invoice Account Contact (ID)
Delivery Account (ID)
Delivery Account Contact (ID)
Delivery Address (ID)
Payment Condition (Code)
Warehouse (ID)
Opportunity (ID)
Currency (Code)
Remarks
Item (ID)Required
Quantity
Unit Price
Net Price
Unit (Code)
Description
Cost Center (Code)
Cost Unit (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 foundDivisionRequired
Sales Order (ID)Required
Cost Center (Code)
Cost Unit (Code)
Item (ID)Required
Unit (Code)
Quantity
Unit Price
Discount
Delivery Date
Description
Extra notes
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method
Remarks
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Sales Order (ID)
Order Number
Ordered By (ID)Required
Expand Account Details
Order Date Filter
Order Date (From)
Order Date (Before)
Order Date
Description
Payment Reference
Shipping Method
Your Ref
Currency (Code)
Ordered By Contact Person (ID)
Invoice To (ID)
Invoice To Contact Person (ID)
Deliver To (ID)
Deliver To Contact Person (ID)
Delivery Address (ID)
Warehouse (ID)
Delivery Date
Item (ID)Required
Description
Quantity
Cost Center
Cost Unit
Unit Price
Unit (Code)
Discount
Delivery Date
Extra notes
Full details in output
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method
Remarks
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind 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 foundHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Workspace IDRequired
Number of TablesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
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.BaseRequired
TableRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Table IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
DivisionRequired
Receive Updates on Deleted Bank Accounts
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Contacts
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Items
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
Receive Updates on Deleted Project Time Transactions
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Purchase Orders
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted Sales Entries
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Expand Account Details
Receive Updates on Deleted Sales Orders
Event Type Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DivisionRequired
Receive Updates on Deleted General Ledger Accounts
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Accept Quotation
Accepts 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 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.DivisionRequired
Account (ID)Required
Contact (ID)
Type
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Main
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Opening Balance FC
Closing Balance FC
Entry Number
Currency (Code)
Financial Period
Financial Year
Journal (Code)Required
Account (ID)
Amount FCRequired
Amount VAT FC
Asset (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Description
Document (ID)
Exchange Rate
General Ledger Account (ID)Required
Our Ref
Project (ID)
Quantity
VAT (Code)
VAT Percentage
VAT Type
Extra remarks
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.DivisionRequired
Subject
Notes
Date
Account (ID)
Contact (ID)
Opportunity (ID)
Document (ID)
Campaign (ID)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
CodeRequired
DescriptionRequired
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Invoice (ID)
Invoice Number
Print Sales Invoice
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
SubjectRequired
Document TypeRequired
Document Folder
Document Category
Account (ID)
Contact (ID)
Item (ID)
Info on Document Attachment
File Name
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
CodeRequired
DescriptionRequired
Type
Allow Costs In Sales
Balance Side
Balance Type
Cost Center (Code)
Cost Unit (Code)
Search Code
VAT (Code)
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.DivisionRequired
Create ModeRequired
Invoice ModeRequired
Journal (Code)Required
Delivery Number
Start Date
End Date
Sales Order (ID)Required
Full details in output
Details on Print Sales Invoice
Print Sales Invoice
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
TypeRequired
DescriptionRequired
Code
Budget Type (ID)
Account (ID)
Account Contact (ID)
Payment Condition (Code)
Classification (ID)
Start Date
End Date
Sales Time Quantity
Fixed Price Item (ID)
Notes
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.DivisionRequired
Quotation Number
Quotation Date
Due Date
Description
Your Ref
Order Account (ID)Required
Order Account Contact (ID)
Invoice Account (ID)
Invoice Account Contact (ID)
Delivery Account (ID)
Delivery Account Contact (ID)
Delivery Address (ID)
Payment Condition (Code)
Warehouse (ID)
Opportunity (ID)
Currency (Code)
Remarks
Item (ID)Required
Quantity
Unit Price
Net Price
Unit (Code)
Description
Cost Center (Code)
Cost Unit (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Invoice (ID)Required
Item (ID)Required
Description
General Ledger Account (ID)
Quantity
Unit Price
Net Price
Unit (Code)
Delivery Date
VAT (Code)
Cost Center (Code)
Cost Unit (Code)
Notes
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.DivisionRequired
Sales Order (ID)Required
Cost Center (Code)
Cost Unit (Code)
Item (ID)Required
Unit (Code)
Quantity
Unit Price
Discount
Delivery Date
Description
Extra notes
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method
Remarks
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.DivisionRequired
DescriptionRequired
CodeRequired
Barcode
Unit (Code)
Cost Price Standard
Cost Price Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Invoice (ID)Required
Document Layout
Email Layout
Send Email To Customer
Sender Email Address
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.DivisionRequired
Cost Unit (ID)Required
Description
End Date
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 Purchase Order Line
Updates a Purchase 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 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 appDivisionRequired
Account Classification (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
User (ID)
Full Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
TimestampRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Bank Entry (ID)
Entry Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Created
Info on timeframe
Created (From)
Created (Until)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Cost Center
Finds a Cost Center in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind 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 appFind Goods Receipt Line
Finds a Goods Receipt Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Item (ID)
Code
Barcode
Description
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Mail Message (ID)
Output FieldsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Item (ID)
Code
Barcode
Output Fields
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appFind 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 appFind Opportunity
Finds an Opportunity in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Project (ID)
Code
Type
Account (ID)
Created
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Project Classification (ID)
Code
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Purchase Invoice
Finds a Purchase Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Purchase Order
Finds a Purchase Order in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Receivable (ID)
Account (ID)
End Date
Invoice Number
Status
Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Order Line
Finds a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Sales Invoice
Finds a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Order (ID)
Order Number
Ordered By (Account ID)
Expand Account Details
Order Date Filter
Order Date (From)
Order Date (Before)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind 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 appFind Subscription
Finds a Subscription in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account (ID)
Name
Code
Email address
Phone
Chamber Of Commerce
VAT Number
Is Sales
Is Supplier
Search Code
Legacy Mode
Status
NameRequired
Code
Email address
Phone
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Language (Code)
Chamber Of Commerce
VAT-Number
Sales VAT Code
Invoice Account (ID)
Shipping Method (ID)
Price List (ID)
Is Sales
Is Supplier
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Account Manager (ID)
Remarks
Show Address ID in Output
CopyContact
Contact First Name
Contact Middle Name
Contact Last Name
Contact Email address
Contact Phone
Contact Mobile
Contact Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind 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 foundDivisionRequired
CodeRequired
DescriptionRequired
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Delivery DateRequired
Description
Tracking Number
Shipping Method (ID)
Remarks
Sales Order Line (ID)Required
Description
Quantity DeliveredRequired
Tracking Number
Batch Number (ID)
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Item (ID)
Code
Barcode
Description
Note
DescriptionRequired
CodeRequired
Barcode
Unit (Code)
Cost Price Standard
Cost Price Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Project Classification (ID)
Code
Description
DescriptionRequired
CodeRequired
Use Employee Cost Center and Cost Unit
Cost Center (Code)
Cost Unit (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 foundFind 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 foundDivisionRequired
Journal (Code)Required
Customer (ID)Required
Description
Batch Number
Currency (Code)
Document (ID)
Due Date
Entry Date
Entry Number
External Link Reference
G Account Amount FC
Invoice Number
Is Extra Duty
Order Number
Payment Condition (Code)
Payment Reference
Process Number
Rate
Reporting Period
Reporting Year
Reversal
Your Ref
Amount FCRequired
General Ledger Account (ID)Required
Description
Project (ID)
Quantity
Serial Number
Asset (ID)
VAT (Code)
From
To
Cost Center (Code)
Cost Unit (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 foundDivisionRequired
Type
Description
Order Number
Order Date
Payment Reference
Your Ref
Currency (Code)
JournalRequired
Ordered ByRequired
Ordered By Contact Person
Invoice To
Invoice To Contact Person
Deliver To
Deliver To Contact Person
Deliver To Address
Warehouse
Payment Condition
Document (ID)
Remarks
ItemRequired
Description
Quantity
Unit Price
Net Price
Cost Center
Cost Unit
General Ledger Account
Unit (Code)
VAT (Code)
Delivery Date
Start Time
End Time
Extra notes
Project
Print Sales Invoice
Document Layout
Email Layout
Send Email To Customer
Sender Email Address
Invoice Date
Reporting Period
Reporting Year
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDivisionRequired
Subscription Type (ID)Required
DescriptionRequired
Ordered ByRequired
Ordered By Contact Person (ID)
Invoice To (ID)
Invoice To Contact Person (ID)
Currency (Code)
Invoice Day
Start Date
End Date
Invoicing Start Date
Notes
Line Type (ID)
Description
Item (ID)Required
Quantity
Unit Price
Net Price
From Date
To Date
VAT (Code)
Unit (Code)
Cost Center (Code)
Cost Unit (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 foundBaseRequired
TableRequired
Limit to View
Include attachment content
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
RecordRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cache Copy
BaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Number of RecordsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Search by Field
Search Value
Search type
Search Formula
Limit to View
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Search KeywordRequired
Search In
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Search by Field
Search Value
Search type
Search Formula
Limit to View
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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