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Exact Online
Exact Online
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Exact Online
Choose a trigger event
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 "Add Contact to Campaign" in Salesforce.
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Zapier seamlessly connects Exact Online and Salesforce, 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.
Create a new record or update an existing record in your app.
Sales Order Line (ID)
Required
Complete Remaining Delivery
Complete Outstanding Invoice
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
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
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Opening Balance FC
Closing Balance FC
Entry Number
Currency (Code)
Financial Period
Financial Year
Journal (Code)
Required
Account (ID)
Amount FC
Amount VAT FC
Asset (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Description
Document (ID)
Exchange Rate
General Ledger Account (ID)
Our Ref
Project (ID)
Quantity
VAT (Code)
VAT Percentage
VAT Type
Extra remarks
Bank Entry Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Subject
Notes
Date
Account (ID)
Contact (ID)
Opportunity (ID)
Document (ID)
Campaign (ID)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Code
Required
Description
Required
End Date
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Invoice (ID)
Invoice Number
Print Sales Invoice
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Subject
Required
Document Type (ID)
Required
Document Folder (ID)
Document Category (ID)
Account (ID)
Contact (ID)
Item (ID)
Info on Document Attachment
File Name
Attachment
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Code
Required
Description
Required
Type
Allow Costs In Sales
Balance Side
Balance Type
Cost Center (Code)
Cost Unit (Code)
Search Code
VAT (Code)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Receipt Date
Required
Description
Remarks
Your Ref
Document (ID)
Description
Notes
Quantity Received
Purchase Order Line (ID)
Location (ID)
Batch Number (ID)
Goods Receipt Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Create Mode
Required
Invoice Mode
Required
Journal (Code)
Required
Delivery Number
Start Date
End Date
Sales Order (ID)
Collection of Sales order IDs (JSON)
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
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Type
Required
Description
Required
Code
Budget Type (ID)
Account (ID)
Account Contact (ID)
Payment Condition (Code)
Classification (ID)
Start Date
End Date
Sales Time Quantity
Fixed Price Item (ID)
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
mandatoryInfo
Item (ID)
Required
Quantity
Required
Account (ID)
Project (ID)
Employee (ID)
Subscription (ID)
Subscription Account (ID)
Entry Number
Activity (ID)
Attachment (ID)
Currency
Date
Start Time
End Time
Hour Status
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
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)
Amount FC
VAT (Code)
Quantity
From
To
Cost Center (Code)
Cost Unit (Code)
Description
Project (ID)
Serial Number
Asset (ID)
Notes
VAT Amount FC
Purchase Entry Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Order Number
Order Date
Receipt Date
Description
Your Ref
Currency
Supplier (ID)
Required
Payment Condition
Selection Code (ID)
Supplier Contact (ID)
Remarks
Warehouse (ID)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Type
Description
Order Number
Order Date
Payment Reference
Your Ref
Currency (Code)
Journal
Required
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)
Deliver To Address (ID)
Warehouse (ID)
Payment Condition
Document (ID)
Selection Code (ID)
Remarks
Extra Fields
Item (ID)
Description
Quantity
Unit Price
Net Price
Cost Center
Cost Unit
General Ledger Account (ID)
Unit (Code)
VAT (Code)
Delivery Date
Start Time
End Time
Extra notes
Project (ID)
VAT Amount FC
Sales Invoice Lines (JSON)
Print Sales Invoice
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
Invoice Date
Reporting Period
Reporting Year
Send Invoice Via Peppol
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
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 FC
General Ledger Account (ID)
Description
Project (ID)
Quantity
Serial Number
Asset (ID)
VAT (Code)
From
To
Cost Center (Code)
Cost Unit (Code)
Sale Entry Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Order Number
Order Date
Description
Payment Reference
Shipping Method (ID)
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)
Payment Condition (Code)
Delivery Date
Remarks
Extra Fields
Info on Custom Fields
Show Custom Fields
Item (ID)
Description
Quantity
Cost Center
Cost Unit
Unit Price
Net Price
Unit (Code)
Discount
VAT (Code)
Delivery Date
Extra notes
Pricelist
Sales Order Lines (JSON)
Full details in output
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method (ID)
Remarks
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Item (ID)
Required
Planned Quantity
Required
Description
Project (ID)
Warehouse (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Planned Date
Your Ref
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Subscription Type (ID)
Required
Description
Required
Ordered By (ID)
Required
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)
Quantity
Unit Price
Net Price
From Date
To Date
VAT (Code)
Unit (Code)
Cost Center (Code)
Cost Unit (Code)
Subscription Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Status
Entry Date
Required
Planned Delivery Date
Planned Receipt Date
Description
Extra Remarks
Warehouse From (ID)
Required
Warehouse To (ID)
Extra Fields
Item (ID)
Quantity
Description
Storage Location From (ID)
Storage Location To (ID)
Warehouse Transfer Lines (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Account (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Invoice (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Order (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Subscription (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Webhook (ID)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Item (ID)
Required
Unit (ID)
Required
Supplier (ID)
Required
Purchase Unit (Code)
Required
Main Supplier
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Description
Required
Code
Required
Barcode
Unit (Code)
Cost Price Standard
Cost Price Currency
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Payment (ID)
Required
Amount to Pay
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quotation (ID)
Required
Notification Layout (ID)
Reason Code (ID)
Opportunity Stage (ID)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quotation (ID)
Required
Copy Item Prices
Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Invoice (ID)
Required
Document Layout (ID)
Email Layout (ID)
Send Email To Customer
Sender Email Address
Send Invoice Via Peppol
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Address (ID)
Required
Account (ID)
Contact (ID)
Type
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country
Main
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact (ID)
Required
Account (ID)
First Name
Middle Name
Last Name
Email address
Phone
Mobile
Is Main Contact
Is Mailing Excluded
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Cost Unit (ID)
Required
Description
End Date
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
General Ledger Account (ID)
Required
Type
Description
Code
Cost Center (Code)
Cost Unit (Code)
Is Blocked
Search Code
VAT (Code)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item (ID)
Required
Description
Extra Description
Barcode
Search Code
Notes
Is Sales Item
Is Purchase Item
Is Webshop Item
End Date
Proposed Cost Price
Sales VAT (Code)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Payment (ID)
Required
Payment Reference
Description
Payment Method
Supplier Bank Account (ID)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase Entry (ID)
Description
Journal (Code)
Supplier (ID)
Document (ID)
Currency
Entry Number
Due Date
Entry Date
Invoice Number
Payment Reference
Payment Condition (Code)
Order Number
Reversal
Your Ref
Reporting Period
Reporting Year
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase Order (ID)
Required
Order Date
Receipt Date
Description
Your Ref
Supplier Contact (ID)
Warehouse (ID)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Quotation Line (ID)
Required
Item (ID)
Quantity
Unit Price
Net Price
Discount
Unit (Code)
Description
Extra Notes
Cost Center (Code)
Cost Unit (Code)
VAT (Code)
Optional Line
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Order Line (ID)
Required
Item (ID)
Delivery Date
Cost Center (Code)
Cost Unit (Code)
VAT (Code)
Net Price
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Sales Entry Line (ID)
Required
Amount FC
Quantity
VAT (Code)
Description
From
To
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Shop Order (ID)
Required
Item (ID)
Planned Quantity
Description
Project (ID)
Warehouse (ID)
Cost Center (Code)
Cost Unit (Code)
Entry Date
Planned Date
Your Ref
Notes
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subscription Line (ID)
Required
Unit Price
Discount
Quantity
From Date
To Date
Description
VAT (Code)
Extra Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Division
Required
Account Classification (ID)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
User (ID)
Full Name (Exact Match)
Full Name (Partial Match)
Email Address
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Timestamp
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Age Group
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Warehouse (ID)
Item Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Bank Account (ID)
Account (ID)
Bank Account
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Status
Created
Info on timeframe
Created (From)
Created (Until)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Bank General Ledger Account (ID)
Required
Transaction Date (From)
Transaction Date (Until)
Bank Journal Transactions Only
Include Counter Line Details
Modified After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Account (ID)
Contact (ID)
First Name
Last Name
Email address (Exact Match)
Email address (Partial Match)
Is Main Contact
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Cost Unit (ID)
Code
Modified After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Status
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Source Currency
Target Currency
Start Date From
Start Date To
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Entry (ID)
Entry Number
Journal (Code)
Financial Year
Financial Period
General Ledger Account (ID)
Date From
Date To
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Goods Delivery (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Goods Delivery (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Duplicate Handling
Item (ID)
Code
Barcode
Description
Note
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Item (ID)
Warehouse (ID)
Storage Location (ID)
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Journal (Code)
Financial Year
Financial Period
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Account (ID)
Contact (ID)
First Name
Last Name
Email address (Exact Match)
Email address (Partial Match)
Is Main Contact
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Quotation (ID)
Quotation Number
Status
Quotation Date From
Quotation Date Until
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Invoice (ID)
Ordered By (ID)
Invoice Number
Description (Header)
Payment Reference
Order Number
Your Ref
Status
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Outstanding Invoices Overview
Finds the outstanding invoices overview: one read-only summary row per currency with the outstanding and overdue payable/receivable invoice amounts and counts. Multiple result rows mean the administration has outstanding items in multiple currencies.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Duplicate Handling
Payment (ID)
Account (ID)
End Date
Invoice Number
Status
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Project (ID)
Code
Type
Account (ID)
Created
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Project Classification (ID)
Code
Description
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Purchase Invoice (ID)
Supplier (ID)
Entry Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Purchase Order (ID)
Order Number
Order Status
Receipt Status
Supplier (ID)
Info on Receipt Date
Receipt Date (from)
Receipt Date (to)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Order Number
Purchase Order (ID)
How "Credited" is determined
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Quotation (ID)
Quotation Line (ID)
Item (ID)
Version Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
Account (ID)
Age Group
Action
This is an event a Zap performs.
Search
Find existing data in your app
Year
Entry Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Order Line (ID)
Item (ID)
Order Status
Delivery Status
Include Stock Data per Line
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Invoice (ID)
Ordered By (Account ID)
Invoice Number
Description
Payment Reference
Order Number
Status
Your Ref
Info on Created range
Created (from)
Created (to)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Order (ID)
Order Number
Ordered By (Account ID)
Status
Delivery Status
Expand Account Details
Include Stock Data per Line
Order Date Filter
Order Date (From)
Order Date (Before)
Warehouse (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Sales Price List Volume Discounts (ID)
Price List (Code)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Item (ID)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Year
Period
Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
VAT Code (ID)
Code
Description
Type
Skip Token
Load All Results
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Match Mode
Warehouse Transfer (ID)
Transfer Number
Description
Action
This is an event a Zap performs.
Search
Find existing data in your app
Division
Required
Timestamp
Required
Line Type
Approval Status
Output Fields
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match Mode
Address (ID)
Account (ID)
Required
Contact (ID)
Address Line 1
Division
Required
Type
Address Line 1
Address Line 2
Address Line 3
Postcode
City
State/Province/County (Code)
Country (Code)
Main
Notes
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Match Mode
Account (ID)
Required
Contact (ID)
First Name
Last Name
Email address (Exact Match)
Email address (Partial Match)
Is Main Contact
Division
Required
First Name
Middle Name
Last Name
Email address
Phone
Mobile
Is Mailing Excluded
Notes
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Match Mode
Cost Unit (ID)
Code
Modified After
Division
Required
Code
Required
Description
Required
End Date
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Goods Receipt (ID)
Receipt Date
Required
Description
Remarks
Your Ref
Document (ID)
Description
Notes
Quantity Received
Purchase Order Line (ID)
Location (ID)
Batch Number (ID)
Goods Receipt Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Project (ID)
Code
Type
Account (ID)
Created
Skip Token
Load All Results
Type
Required
Description
Required
Code
Budget Type (ID)
Account (ID)
Account Contact (ID)
Payment Condition (Code)
Classification (ID)
Start Date
End Date
Sales Time Quantity
Fixed Price Item (ID)
Notes
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Match Mode
Purchase Entry (ID)
Invoice Number
Description
Payment Reference
Reporting Year
Your Ref
Status
Load All Results
CopyLooping
Skip Token
Division
Required
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)
Amount FC
VAT (Code)
Quantity
From
To
Cost Center (Code)
Cost Unit (Code)
Description
Project (ID)
Serial Number
Asset (ID)
Notes
VAT Amount FC
Purchase Entry Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Quotation (ID)
Quotation Number
Description
Created From
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)
Selection Code (ID)
Opportunity (ID)
Currency (Code)
Remarks
Item (ID)
Quantity
Unit Price
Net Price
Unit (Code)
Description
Cost Center (Code)
Cost Unit (Code)
VAT (Code)
Quotation Lines (JSON)
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Sales Order Line (ID)
Item (ID)
Required
Order Status
Delivery Status
Include Stock Data per Line
Sales Order (ID)
Required
Cost Center (Code)
Cost Unit (Code)
Unit (Code)
Quantity
Unit Price
Net Price
Discount
VAT (Code)
Delivery Date
Description
Extra notes
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method (ID)
Remarks
Extra Fields
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Sales Order (ID)
Order Number
Ordered By (ID)
Required
Status
Delivery Status
Expand Account Details
Include Stock Data per Line
Order Date Filter
Order Date (From)
Order Date (Before)
Warehouse (ID)
Order Number
Order Date
Description
Payment Reference
Shipping Method (ID)
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)
Payment Condition (Code)
Delivery Date
Remarks
Extra Fields
Info on Custom Fields
Show Custom Fields
Item (ID)
Description
Quantity
Cost Center
Cost Unit
Unit Price
Net Price
Unit (Code)
Discount
VAT (Code)
Delivery Date
Extra notes
Pricelist
Sales Order Lines (JSON)
Full details in output
Info on Goods Delivery
Delivery Date
Description
Tracking Number
Shipping Method (ID)
Remarks
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Division
Required
Match Mode
Warehouse Transfer (ID)
Transfer Number
Description
Status
Entry Date
Required
Planned Delivery Date
Planned Receipt Date
Description
Extra Remarks
Warehouse From (ID)
Required
Warehouse To (ID)
Extra Fields
Item (ID)
Quantity
Description
Storage Location From (ID)
Storage Location To (ID)
Warehouse Transfer Lines (JSON)
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Exact Online and Salesforce with AI agents and code
Beyond Zap workflows. Call Exact Online and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Exact Online and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Accept Quotation
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Exact Online and Salesforce
Update Salesforce records from Exact Online invoices
When a new or updated sales invoice is recorded in Exact Online, Zapier updates the relevant Salesforce record to reflect the financial status. This ensures accurate and current information, allowing support teams to address customer inquiries more effectively.
Keep your customer data consistent across platforms. When a new contact is created in Salesforce, Zapier automatically adds the same contact to Exact Online, eliminating data discrepancies and improving operational accuracy.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Exact Online to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Exact Online + Salesforce 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 Salesforce
What are the common triggers for integrating Exact Online with Salesforce?
When integrating Exact Online with Salesforce, common triggers include new invoice entries, customer updates, and sales order confirmations. Our integration ensures that these activities in Exact Online can initiate corresponding actions in Salesforce, like updating or creating new records.
How do I handle data synchronization between Exact Online and Salesforce?
We ensure data synchronization by setting up workflows that trigger updates in one system whenever changes occur in the other. For instance, when a new invoice is added in Exact Online, the integration can automatically update the accounting details for a related opportunity or account in Salesforce.
Can I use custom fields from Exact Online in Salesforce integrations?
Absolutely. You can map custom fields from Exact Online to corresponding fields in Salesforce during the setup process. This mapping allows you to tailor the integration to fit your specific business processes and ensure all necessary information is synchronized across platforms.
What are some typical actions that can be automated using this integration?
Once integrated, typical automated actions include creating or updating invoices and accounts in Salesforce based on information from Exact Online, sending notifications for outstanding payments, and updating sales orders statuses.
How secure is the data transfer between these two systems?
We utilize industry-standard security protocols to ensure data transferred between Exact Online and Salesforce remains secure. Data encryption and secure authentication methods protect sensitive financial information during every step of the integration process.
Is it possible to trigger a workflow based on changes made within Salesforce that affect Exact Online?
Yes, it's possible. You can set triggers within Salesforce that prompt updates or actions within Exact Online. For example, closing a deal in Salesforce might trigger an invoice creation workflow in Exact Online.
Are there any limitations I should be aware of when setting up this integration?
Limitations may include API rate limits set by either platform which could affect how often data syncs occur. It's important to review these limits during setup to optimize workflow timing accordingly.
About Exact Online
Exact Online is a cloud-based accounting and ERP software tailored for SMEs, offering financial management, invoicing, and inventory tracking.
