Triggers when a new project is created.

Triggers when an existing organization is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Finds all variations for a specific product.

Retrieves a specific deal by its ID.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific product by its ID.

Retrieves a specific user by their ID.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Finds a project or projects by title or other fields.

Find users by name, email, or ID.

Finds a deal by field search, or creates one if none is found.

Finds a person by field search, or creates one if none is found.

Finds a project by name, or creates one if none are found.

Triggers when an account is created or updated.

Triggers when a bank entry is created or updated.

Triggers when a contact is created or updated.

Triggers when a document is created or updated.

Triggers when a goods delivery is created or updated.

Triggers when a mail message attachment is created.

Triggers when an opportunity is created or updated.

Triggers when a project time transaction is created or updated.

Triggers when a new purchase order is created or updated.

Triggers when a new sales entry is created or updated.

Triggers when a sales invoice is created or updated.

Triggers when a general ledger account is created, updated or deleted.

Accepts a quotation in the system.

Completes a single sales order line administratively: closes the remaining goods delivery, the outstanding invoice amount, or both, for that line only — without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed line is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the line in Exact before re-running.

Creates an address in the system.

Creates a bank entry in the system.

Creates a bill of material (bom) material in the system.

Creates a communication note in the system.

Creates a cost center in the system.

Creates a credit note from a sales invoice in the system.

Creates a document in the system.

Creates a general ledger account in the system.

Creates a goods receipt in the system.

Creates a sales invoice from a sales order in the system. Invoicing runs as an asynchronous background job in Exact (required by Exact as of October 2026); this step waits briefly for the job to finish — if it is still queued after that, the output contains the ProcessID and Status instead of the invoice counts, and printing/emailing is skipped for that run (Exact still creates the invoices in the background).

Creates a project in the system.

Creates a project time transaction in the system.

Creates a purchase entry in the system.

Creates a purchase order in the system.

Creates a sales invoice in the system. Not replay-safe: if a run fails with a timeout or an unclear error, check Exact Online before re-running — a retry creates a second invoice.

Create a sales entry in the system.

Creates a sales order in the system. Not replay-safe: if a run fails with a timeout or an unclear error, check Exact Online before re-running — a retry creates a second order.

Creates a shop order in the system.

Creates a subscription in the system.

Creates a warehouse transfer in the system.

Deletes an account from the system.

Deletes a sales invoice from the system.

Deletes a sales order from the system.

Deletes a subscription from the system.

Deletes a webhook subscription from the system.

Links an item to a supplier in the system.

Creates an item in the system.

Process one or more open payments in Exact Online and generate the outgoing bank payment file (SEPA). Already-processed payments are skipped (idempotent). The actual bank upload/authorisation stays a manual step.

Rejects a quotation: Exact sets the quotation status to Rejected (5). Live-verified: Exact only allows rejecting a quotation that is Printed or Reviewed — any other status is refused with a clear error and nothing changes. A rejected quotation can still be reopened with the Reopen Quotation action. Re-running is safe in practice: an invalid repeat is refused server-side, but verify the quotation status in Exact before re-running.

Reviews a quotation by creating a revision: Exact creates a COPY of the quotation as a new version (returned as New Quotation ID) and sets the ORIGINAL quotation to "Reviewed and closed". This is a revision operation, not a simple status change. Per Exact's documentation a quotation must be printed before it can be reviewed; an invalid request is refused with a clear error and nothing changes. Not replay-safe: every successful re-run creates yet another copy/version and closes the then-current one — verify in Exact before re-running.