Exact Online + Offorte Proposals
Create new Exact Online accounts when proposals are won in Offorte Proposals
When a proposal is approved in Offorte Proposals, establish a new account seamlessly in Exact Online. This workflow assists in maintaining consistent data between the two platforms, making the successful proposal transition into a financial record smoother. The link between your sales and accounting departments is strengthened, propelling quicker business operations.
When a proposal is approved in Offorte Proposals, establish a new account seamlessly in Exact Online. This workflow assists in maintaining consistent data between the two platforms, making the successful proposal transition into a financial record smoother. The link between your sales and accounting departments is strengthened, propelling quicker business operations.
- When this happens...
Proposal WonTriggers when a proposal is won.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create AccountCreates an account in Exact Online.
ActionWriteCreate a new record or update an existing record in your app.
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Contact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Person Updated
Triggers when a contact person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Created
Triggers when a product directory is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Updated
Triggers when a product directory is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Closed
Triggers when a proposal is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Created
Triggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Updated
Triggers when a proposal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
TypeRequired
Email
Street
Zipcode
City
State
Country
Phone
Fax
Internet
Linkedin
Facebook
Twitter
Instagram
Coc Number
Vat Number
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
Product NameRequired
Short Description
SKU
Price
VAT ID
Recurring
Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Type PluralRequired
Contact IdRequired
Contact PeopleRequired
Proposal Template IdRequired
Design Template IdRequired
Text Template IdRequired
Account User IdRequired
NameRequired
Price Total
Status
Tags
Custom Fields
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Name
Street
Zipcode
City
State
Country
Phone
Fax
Email
Internet
Linkedin
Facebook
Twitter
Instagram
Coc Number
Vat Number
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product NameRequired
PriceRequired
VAT IDRequired
Short Description
Product Directory
SKU
Recurring
Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Proposal IdRequired
Contact Id
Contact People
Design Template Id
Text Template Id
Account User Id
Name
Price Total
Status
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
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 Sales
Is Supplier
Lead Source (ID)
Payment Condition Sales (Code)
General Ledger Account Sales (ID)
Discount Sales
Search Code
Account Manager (ID)
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.
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
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.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
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
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)
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
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.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.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
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.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 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.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 (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 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 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
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 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 appDivisionRequired
Purchase Invoice (ID)
Supplier (ID)
Entry Number
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 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 Exact Online
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
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
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 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
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)
Entry Number
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
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
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 found
Contact Person Created
Triggers when a contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Deleted
Triggers when a product directory is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Comment
Triggers when a customer comment on a proposal is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Send
Triggers when a proposal has been send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won
Triggers when a proposal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Type PluralRequired
Contact IdRequired
EmailRequired
FullnameRequired
Firstname
Lastname
Salutation
Street
Zipcode
City
State
Country
Phone
Mobile
Internet
Linkedin
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Proposal IdRequired
Send Message IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Contact Person IdRequired
Email
Fullname
Firstname
Lastname
Salutation
Street
Zipcode
City
State
Country
Phone
Mobile
Internet
Linkedin
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
New Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
Contact Type PluralRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDivisionRequired
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
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.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 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.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.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.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 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.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.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.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 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
Info on Custom Fields
Show Custom 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 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 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
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 Exact Online
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 Exact Online
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
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 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)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
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)
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
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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