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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 Client" in Harvest.
You’re connected!
Zapier seamlessly connects Exact Online and Harvest, 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.
- 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 app- Find Many Accounts
Finds many Accounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Address
Finds an address in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Status
- Created
- Info on timeframe
- Created (From)
- Created (Until)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Contact
Finds a Contact in Exact Online.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Cost Unit
Finds a Cost Unit in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Document
Finds a Document in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Goods Delivery
Finds a Goods Delivery in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Goods Receipt
Finds a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Item Group(s)
Finds one or multiple Item Groups in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Many Contacts
Finds many Contacts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- 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 app- Find Many Sales Invoices
Finds one or multiple Sales Invoices in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Payment
Finds a Payment in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Project Time Transaction
Finds a Project Time Transaction in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Entry
Finds a Purchase Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Entry Line
Finds a Purchase Entry Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Quotation (ID)
- Quotation Number
- Description
- Created From
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Sales Entry
Finds a Sales Entry in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Price List
Finds a Sales Price Lists in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Item Price
Finds a Sales Item Price in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Price List Linked Account
Finds a Sales Price List Linked Account in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Item (ID)
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- 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 app- DivisionRequired
- 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 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.Search or writeFind existing data in your app, or create a new record if no data is found- 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.Search or writeFind existing data in your app, or create a new record if no data is found- DivisionRequired
- 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 found- Find or Create Goods Receipt
Finds a Goods Receipt in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - DivisionRequired
- 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 found- 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.Search or writeFind existing data in your app, or create a new record if no data is found- DivisionRequired
- 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 found- 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.Search or writeFind existing data in your app, or create a new record if no data is found- DivisionRequired
- 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 found- Find or Create Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Invoice Sent
Triggers when an invoice is sent or marked as sent.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Contact
Triggers when new contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when an invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New User
Triggers when a new User is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Timer Started
Triggers when a timer is started.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Client
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Exclude entries created as running timers?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop Timer
Stops any running timers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Client name
- Client ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
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 app - DivisionRequired
- Account Classification (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- User (ID)
- Full Name
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- TimestampRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Bank Entry (ID)
- Entry Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Created
- Info on timeframe
- Created (From)
- Created (Until)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Cost Center
Finds a Cost Center in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - StatusRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find General Ledger Account(s)
Finds one or multiple General Ledger Accounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Goods Receipt Line
Finds a Goods Receipt Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Item (ID)
- Code
- Barcode
- Description
- Note
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Mail Message (ID)
- Output FieldsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Item (ID)
- Code
- Barcode
- Output Fields
- Skip Token
- Load All Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Many Sales Invoice Lines
Finds one or multiple Sales Invoice Lines in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Opportunity
Finds an Opportunity in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Project (ID)
- Code
- Type
- Account (ID)
- Created
ActionThis is an event a Zap performs.SearchFind existing data in your app- DivisionRequired
- Project Classification (ID)
- Code
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Purchase Invoice
Finds a Purchase Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Purchase Order
Finds a Purchase Order in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- Receivable (ID)
- Account (ID)
- End Date
- Invoice Number
- Status
- Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Sales Order Line
Finds a Sales Order Line in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Sales Invoice
Finds a Sales Invoice in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- 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 app- Find Sales Price List Volume Discount
Finds Sales Price List Volume Discounts in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription
Finds a Subscription in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Warehouse Transfer
Finds a Warehouse Transfer in Exact Online
ActionThis is an event a Zap performs.SearchFind existing data in your app - DivisionRequired
- 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 found- Find or Create Bank Account
Finds a Bank Account in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - DivisionRequired
- 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 found- 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.Search or writeFind existing data in your app, or create a new record if no data is found- DivisionRequired
- 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 found- DivisionRequired
- 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 found- Find or Create Purchase Invoice
Finds a Purchase Invoice in Exact Online
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - 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.Search or writeFind existing data in your app, or create a new record if no data is found- 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.Search or writeFind existing data in your app, or create a new record if no data is found- 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.Search or writeFind existing data in your app, or create a new record if no data is found- Invoice Paid
Triggers when an invoice is fully paid.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Exclude entries created as running timers?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New User Assignment
Triggers when a user is assigned to a project.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Timer Stopped
Triggers when a timer is stopped.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - NameRequired
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- NameRequired
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
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.- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Exact Online and Harvest 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

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Harvest on the Zapier blog
Frequently Asked Questions about Exact Online + Harvest integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and Harvest
How do I connect Exact Online with Harvest for data synchronization?
To connect Exact Online with Harvest, you first need to create an account on our platform. Once you’ve done that, navigate to the integrations section and select both Exact Online and Harvest. Follow the prompts to authorize access to both services, ensuring that you have admin rights or necessary permissions on both platforms.
What triggers and actions are available in the Exact Online and Harvest integration?
The integration supports a variety of triggers such as new or updated customers in Exact Online and new time entries in Harvest. Corresponding actions include creating invoices in Exact Online when a project is completed in Harvest or updating project details when there are changes in Harvest's time entries.
Is it possible to automate invoice creation from Harvest projects into Exact Online?
Yes, it is possible to automate this process. By using our integration, you can set a trigger for completed projects in Harvest which will automatically create an invoice in Exact Online using predefined templates or custom mappings.
Can I map custom fields between Exact Online and Harvest during the integration?
Our platform allows mapping of basic fields by default, but if you need custom field mapping, you can configure this via the advanced settings. Ensure both platforms have matching fields labeled accurately for successful mapping.
How often will my data sync between Exact Online and Harvest?
The synchronization frequency depends on your selected plan. For most plans, data will sync every 15 minutes by default. However, we offer configurations that allow real-time syncing if required by your workflow.
What should I do if my data isn't syncing correctly between Exact Online and Harvest?
If you experience issues with data syncing, first check your connection status on the dashboard. Ensure all authorizations are up-to-date and no changes have been made to permissions. If problems persist, consult our support team who can help diagnose any underlying issues.
Are there any limitations when integrating Exact Online with Harvest?
While most features are fully supported, note that certain complex workflows involving multi-stage approvals may require manual intervention due to platform constraints. Refer to the feature list on our site for detailed information about limitations of specific triggers or actions.