Exact Online + Gravity Forms
Create new Exact Online accounts from Gravity Forms submissions
Save valuable time and increase efficiency with this workflow that links Gravity Forms and Exact Online. As soon as a new entry appears in Gravity Forms, an account is instantly created in Exact Online. This one-time setup eliminates the manual task of data transfer, ensuring seamless exchange of information. Refocus your attention on high-priority tasks and enhance your productivity with this simple integration.
Save valuable time and increase efficiency with this workflow that links Gravity Forms and Exact Online. As soon as a new entry appears in Gravity Forms, an account is instantly created in Exact Online. This one-time setup eliminates the manual task of data transfer, ensuring seamless exchange of information. Refocus your attention on high-priority tasks and enhance your productivity with this simple integration.
- When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create AccountCreates an account in the system.
ActionWriteCreate a new record or update an existing record in your app.
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FormRequired
Use Admin Field Labels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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
Output ID only
Info on New and Updated
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
Info on Event Type
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.DivisionRequired
Quotation (ID)Required
Notification Layout
Reason Code (ID)
Action
Opportunity Stage (ID)
Your Ref
Info on Project Fields
Project Code
Project Description
Project Type
Project Budget Type
Create Project Item Price Agreement
Project Price Agreement
Create project WBS
Project Classification (ID)
Project (ID)
Project Invoicing Action
Project Invoice Date
Project Prepaid Type
Project WBS Part Of (ID)
Update Project Budget And Price Agreement
Info on Subscription Fields
Subscription Type (ID)
Subscription Description
Subscription Start Date
Info on Sales Invoice Fields
Invoice Journal (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Status
Entry DateRequired
Planned Delivery Date
Planned Receipt Date
Description
Extra Remarks
Warehouse From (ID)Required
Warehouse To (ID)
Extra Fields
Item (ID)Required
Quantity
Description
Storage Location From (ID)
Storage Location To (ID)
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.DivisionRequired
Item Version (ID)Required
Part Item (ID)Required
Type
Backflush
Calculator Type
Cost Center (Code)
Cost Unit (Code)
Description
Detail Drawing
Net Weight
Quantity
Routing Step (ID)
Waste Percentage
Notes
Extra Fields
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)
Extra Fields
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 the system.
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
Extra Fields
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 the system.
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 the system.
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 the system.
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.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.DivisionRequired
DescriptionRequired
Part Of (ID)
Project (ID)Required
Invoice Method
Auto Create Invoice Term
Block Entry
Budgeted Cost
Budgeted Hours
Budgeted Revenue
Budget Overrun Hours
Completed
Default Item (ID)
Default Item Is Mandatory
Start Date
End Date
Invoice Date
Invoice Separately
Release Invoice Term
Release Invoice Term Date
Sequence Number
Time Quantity To Alert
Notes
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Contact (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Invoice Line (ID)Required
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 from the system.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Subscription Line (ID)Required
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
Send Invoice Via Peppol
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 the system.
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 the system.
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.DivisionRequired
General Ledger Account (ID)Required
Type
Description
Code
Cost Center (Code)
Cost Unit (Code)
Is Blocked
Search Code
VAT (Code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Project (ID)Required
Type
Description
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
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Purchase Invoice (ID)Required
Type
Contact Person (ID)
Currency (Code)
Description
Document (ID)
Due Date
Exchange Rate
Invoice Date
Journal (Code)
Payment Condition (Code)
Payment Reference
Your Ref
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Purchase Order Line (ID)Required
Item (ID)
Cost Center (Code)
Cost Unit (Code)
Description
Unit Price
Net Price
Discount
Project (ID)
Receipt Date
Rebill
VAT (Code)
Notes
Extra Fields
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 the system.
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
Info on Custom Fields
Show Custom Fields
Document (ID)
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 the system.
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 (Exact Match)
Full Name (Partial Match)
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 the system.
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 the system.
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Goods Receipt Line (ID)
Purchase Order (ID)
Purchase Order Number
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
Item (ID)
Warehouse (ID)
Storage Location (ID)
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account (ID)
Contact (ID)
First Name
Last Name
Email address (Exact Match)
Email address (Partial Match)
Is Main Contact
Skip Token
Load All Results
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 appDivisionRequired
Sales Invoice (ID)
Ordered By (ID)
Invoice Number
Description (Header)
Payment Reference
Order Number
Your Ref
Status
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Payment
Finds a payment in the system.
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Project Time Transaction (ID)
Account (ID)
Project (ID)
Entry Number
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Purchase Entry
Finds a purchase entry in the system.
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Purchase Entry Line (ID)
Description
Info on Looping
Load All Results
Skip Token
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Purchase Order (ID)
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 appDivisionRequired
Sales Order Line (ID)
Item (ID)
Order Status
Delivery Status
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Invoice (ID)
Ordered By (Account ID)
Invoice Number
Description
Payment Reference
Order Number
Status
Your Ref
Info on Created range
Created (from)
Created (to)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Order (ID)
Order Number
Ordered By (Account ID)
Status
Delivery Status
Expand Account Details
Order Date Filter
Order Date (From)
Order Date (Before)
Warehouse (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Price List Volume Discounts (ID)
Price List (Code)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription
Finds a subscription in the system.
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Warehouse Transfer (ID)
Transfer Number
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
TimestampRequired
Line Type
Approval Status
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
Extra Fields
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
Goods Receipt (ID)
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
Extra Fields
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 Line (ID)
Item (ID)Required
Order Status
Delivery Status
Sales Order (ID)Required
Cost Center (Code)
Cost Unit (Code)
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
Status
Delivery Status
Expand Account Details
Order Date Filter
Order Date (From)
Order Date (Before)
Warehouse (ID)
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)
Salesperson (ID)
Selection Code (ID)
Delivery Date
Remarks
Extra Fields
Info on Custom Fields
Show Custom Fields
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 foundDivisionRequired
Warehouse Transfer (ID)
Transfer Number
Description
Status
Entry DateRequired
Planned Delivery Date
Planned Receipt Date
Description
Extra Remarks
Warehouse From (ID)Required
Warehouse To (ID)
Extra Fields
Item (ID)Required
Quantity
Description
Storage Location From (ID)
Storage Location To (ID)
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
FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Output ID only
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 Supplier
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Search Code
Account Manager (ID)
Blocked
Remarks
Extra Fields
Show Address ID in Output
Info on Contact
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.DivisionRequired
Account (ID)Required
Bank Account Holder Name
Description
Main
Blocked
Extra Fields
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
Extra Fields
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
Account (ID)Required
Bank Account (ID)Required
Type
Payment Type
Description
Reference
Signature Date
Cancellation Date
Attachment
Attachment File Name
First Send
Extra Fields
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.DivisionRequired
TypeRequired
Supplier (ID)Required
Contact Person (ID)
Currency (Code)
Description
Document (ID)
Due Date
Exchange Rate
Financial Period
Financial Year
Invoice Date
Journal (Code)Required
Payment Condition (Code)
Payment Reference
Warehouse (ID)
Your Ref
Remarks
Extra Fields
Amount
Cost Center (Code)
Cost Unit (Code)
Description
Discount
Expense
Item (ID)
Purchase Order Line (ID)
Net Price
Unit Price
Quantity
VAT (Code)
VAT Amount
Rebill
Project (ID)
Extra notes
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 the system.
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
Extra Fields
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
VAT Amount FC
Print Sales Invoice
Document Layout
Email Layout
Send Email To Customer
Sender Email Address
Invoice Date
Reporting Period
Reporting Year
Send Invoice Via Peppol
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)
Salesperson (ID)
Selection Code (ID)
Delivery Date
Remarks
Extra Fields
Info on Custom Fields
Show Custom Fields
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
Item (ID)Required
Planned QuantityRequired
Description
Project (ID)
Warehouse (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Planned Date
Your Ref
Notes
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Task Type
Custom Task Type (ID)
Description
Action Date
Account (ID)
Contact (ID)
User (ID)
Opportunity (ID)
Project (ID)
Document (ID)
Employee (ID)
HID
Notes
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Account (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Invoice (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Order (ID)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Subscription (ID)Required
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
Extra Fields
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
Extra Fields
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 Supplier
Lead Source (ID)
Blocked
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.DivisionRequired
Bank Account (ID)Required
Account (ID)
Description
Bank Account Holder Name
Blocked
Main
Extra Fields
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.Custom Fields URLRequired
Show Custom FieldsRequired
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 Entry
Updates a purchase entry in the system.
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 the system.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Sales Order Line (ID)Required
Item (ID)
Delivery Date
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 Entry Line (ID)Required
Amount FC
Quantity
VAT (Code)
Description
Notes
Extra Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DivisionRequired
Shop Order (ID)Required
Item (ID)
Planned Quantity
Description
Project (ID)
Warehouse (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Planned Date
Your Ref
Notes
Extra Fields
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 appDivisionRequired
Name
Name (Partial Match)
Account (ID)
Email address
Phone Number
Chamber Of Commerce
Code
VAT Number
Is Sales
Is Supplier
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Address
Finds an address in the system.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Bank Account
Finds a bank account in the system.
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 the system.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Cost Unit
Finds a cost unit in the system.
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Document (ID)
Sales Invoice Number
Subject
Document Type
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Goods Delivery (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Goods Receipt (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Item Group (ID)
Code
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 appDivisionRequired
Sales Invoice (ID)
Description (Line)
Skip Token
Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Opportunity
Finds an opportunity in the system.
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 appDivisionRequired
Purchase Invoice (ID)
Supplier (ID)
Entry Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Purchase Order (ID)
Order Number
Order Status
Receipt Status
Supplier (ID)
Info on Receipt Date
Receipt Date (from)
Receipt Date (to)
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 appDivisionRequired
Sales Entry (ID)
Invoice Number
Description
Payment Reference
Reporting Year
Your Ref
Status
Info on Looping
Load All Results
Skip Token
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Price List (ID)
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Sales Item Price (ID)
Account (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
Account (ID)
Price List (ID)
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)
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 Supplier
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Account Manager (ID)
Blocked
Remarks
Extra Fields
Show Address ID in Output
Info on Contact
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 foundDivisionRequired
Account (ID)Required
Bank Account Holder Name
Description
Main
Blocked
Extra Fields
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
Goods Delivery (ID)
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 foundDivisionRequired
Purchase Invoice (ID)
Supplier (ID)Required
Entry Number
TypeRequired
Contact Person (ID)
Currency (Code)
Description
Document (ID)
Due Date
Exchange Rate
Financial Period
Financial Year
Invoice Date
Journal (Code)Required
Payment Condition (Code)
Payment Reference
Warehouse (ID)
Your Ref
Remarks
Extra Fields
Amount
Cost Center (Code)
Cost Unit (Code)
Description
Discount
Expense
Item (ID)
Purchase Order Line (ID)
Net Price
Unit Price
Quantity
VAT (Code)
VAT Amount
Rebill
Project (ID)
Extra 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
Sales Entry (ID)
Invoice Number
Description
Payment Reference
Reporting Year
Your Ref
Status
Info on Looping
Load All Results
Skip Token
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
Is Extra Duty
Order Number
Payment Condition (Code)
Process Number
Rate
Reporting Period
Reversal
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
Sales Invoice (ID)
Ordered ByRequired
Invoice Number
Description
Payment Reference
Order Number
Status
Your Ref
Info on Created range
Created (from)
Created (to)
Type
Order Date
Currency (Code)
JournalRequired
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
Extra Fields
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
VAT Amount FC
Print Sales Invoice
Document Layout
Email Layout
Send Email To Customer
Sender Email Address
Invoice Date
Reporting Period
Reporting Year
Send Invoice Via Peppol
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 found
About Exact Online
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